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.
Animal Spirits: Interest Rates Are Never Going Up Again
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.
Animal Spirits: The Big Long
Michael and I discuss the shifting risk appetite between old and young people, the death of the starter home and more.
Animal Spirits: Listener Mailbag
Michael and I (with some help from Tony Stich) answer listener questions.
The Death of the Starter Home?
Why aren’t there any new starter homes being built for $200k or less?
Why I Might Never Pay Off My Mortgage
How my thoughts have evolved over time when it comes to paying off my mortgage.
The Books That Help Explain Every Market Cycle of the Past 80 Years
The books that explain every market cycle from 1940-2021.
