What it took to get back to all-time highs in stocks.
Staying the Course is Harder Than it Sounds
Rich Author, Poor Readers
Why are there so many permabears and doomers these days?
How Many Millionaires Are There?
How many millionaires reside in the United States?
Animal Spirits: Dunking on Doomers
On today’s episode, we discuss:
– Good news on the economy
– Why the stock market loves lower inflation
– Did Elon Musk help lower inflation
– Getting bullish on consumer sentiment
– Netflix won the streaming war
– Rich Dad/Poor Readers
– Timing the the housing market, and much more!
Could You Afford to Buy Your Own House Right Now?
Assume you had to put 20% down at current mortgage rates and price levels – could you afford to buy your own house?
Talk Your Book: The Companies Are Fine
On today’s show, we are joined by Alex Morris, CIO and President of F/m Investments to discuss:
– F/m Investments Opportunistic Income ETF
– Interest rate risk vs. credit risk
– Market cap weighting bonds
– Knowing when to sell a bond, and much more!
8 Things I Think I Think
Some thoughts on the labor market, housing market, auto market, charitable giving, Home Alone and more.
$5 Million is Nothing
How much more money do you need to be happy?
What Happens After a 20% Up Year in the Stock Market?
A history of 20% gains in the stock market.
Animal Spirits: The Ben Carlson Top
On today’s episode, we discuss:
– Charlie Munger
– The Fed doesn’t matter as much as you think
– Negativity bias in America
– The blame game for inflation
– Why you don’t invest based on the headlines
– Narratives on bond yields
– Doom spending in the economy
– A quiet crypto boom, and much more!
