Some thoughts on one of my favorite investment quotes from one of my favorite investment books.
Don’t Take the Market Personally
Talk Your Book: Buy Low, Sell High in China
On today’s Talk Your Book we spoke to Brendan Ahern from KraneShares about Chinese tech stocks, historically low sentiment towards international stocks, US vs. China tech companies, stimulus measures in China and much more.
8 Things I Like and Don’t Like
Some things I like and don’t like at the moment.
The 3 Best Inflation Hedges
Why don’t prices go down more often?
Investing in Stocks at All-Time Highs
What to do if you’re nervous about investing in the stock market at all-time highs.
Animal Spirits: The Bears Capitulate
On today’s show, we discuss the 4 biggest types of investment mistakes, bears throwing in the towel, Bitcoin hitting $100K, more travel stories, the greatest family movie of all time, and much more.
My Year-End Stock Market Forecast
How I would make year-end forecasts if I worked on Wall Street.
Talk Your Book: Matching Longs with Shorts
On today’s show, we are joined by Mick Rasmussen, Portfolio Manager at Wasatch Global Investors to discuss how to construct a long/short portfolio, factors that make a good long vs a good short, how often the portfolio turns over, stock picking within small cap growth, and much more!
The 4 Types of Investment Mistakes
The hierarchy of investment mistakes.
Do We Have Enough Financial Advisors to Handle $80 Trillion?
My talk with Morningstar’s Christine Benz about how financial advisors can better manage client assets during retirement.
