Animal Spirits: Unaffordable Housing

Michael and I discuss soaring housing prices, higher equity allocations, supply chain issues, Squid Game and more.

Are U.S. Housing Prices Becoming Unaffordable?

A look at how the housing boom is impacting affordability.

Michael and I answer questions from listeners of the podcast.

What would have to happen for both stocks and bonds to have terrible returns?

Why the current market environment is so confusing.

Will rising rates continue to punish tech stocks?

Michael and I discuss charlatans making predictions, why bailouts are here to stay, sports gambling and more.

An updated version of my latest book is now available.

Michael and I spoke with Bruce Bond of Innovator ETFs about defined outcome investing.

Why I’m Bearish on Buy Now, Pay Later.