On today’s show we discuss the greatest company in history, why the bear market is over, why this might not be a new bull market, why the economy keeps humming along, what falling inflation means for the markets, why martinis are overrated, how much you should pay for a kids meal at a restaurant and more.
Doing nothing is harder than it sounds.
On today’s show, we are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!
The relationship between stock market returns and the unemployment rate.
Should we worry about declining fertility rates?
Some thoughts on diversification, asset allocation and rebalancing your portfolio.
On today’s show, we discuss the beginning of a new bull market, increased concentration in the stock market, the worst housing market ever for buyers, a worrying trend in demographics, the biggest momentum investors on the planet, Brad Pitt, and much more.
Thinking through bull and bear markets.
On today’s show, we spoke with Alex Morris, Founder and CIO of F/m Investments on how Treasury ETFs work, why the 1mo is yielding so much, how government defaults could affect treasuries, and much more!
Not a great time for the housing market if you’re looking to buy.
