Michael and I discuss financial manias, stablecoins, the most vulnerable big stocks and much more.
Animal Spirits: The Crypto Gateway Drug
Why is There Nearly $10 Trillion Earning Nothing in Savings Accounts?
Why is there so much money sitting in bank savings accounts?
Talk Your Book: An Alternative to Low Bond Yields
Michael and I spoke with David Lau of DPL Financial Partners about how annuities can help in a low rate world.
Why Financial Manias Persist
Is the current market environment a mania?
What Has the Stock Market Taught Us Since 2010?
What would investors think about the stock market if it only started in 2010?
Animal Spirits: Interest Rates Are Never Going Up Again
Michael and I discuss why beta is beating alpha in the markets, the promise of crypto, why the stock market is so boring right now and much more.
Why U.S. Housing Prices Aren’t as Crazy as You Think
Comparing housing markets around the globe.
Talk Your Book: Insourced CIO
Michael and I spoke with Helios CEO Chris Shuba about estate planning and how an insourced CIO for advisors works.
How The Big Short Turned Into The Big Long
The generational shift in investor risk appetites.
Some Thoughts on My Experience Getting Covid
What it’s like to get a nasty case of Covid.
