Some thoughts on inflation and bear market bottoms.
The Best Investment I Ever Made (the Pros & Cons of Owning a Vacation Home)
Some thoughts about out experience owning a second home.
Animal Spirits: Fast Food Inflation
On today’s show, we discuss the two types of Fed rate cuts, a positive outcome from high inflation, the stock market was right again, the number of millionaires worldwide, Wingstop vs. Chipotle, how many renters could afford to buy a home, how much it costs to build a new house, why private markets aren’t in a bubble, Kevin Bacon movies and much more.
How Many Millionaires Are There?
Some thoughts on inequality, progress and enough.
Talk Your Book: Trend Following with Eric Crittenden
On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss adjusting for bias within data analysis, defining holding periods for trend following strategies, multi-asset strategies vs managed futures, simplifying the trading process when trend following, and much more!
A Balanced Portfolio Always Comes with Regrets
Bonds have gone nowhere for 5 years. Time to sell?
The Stock Market Never Changes
Whatever happens in the stock market today has happened before and will happen again.
How Much Money You Need For Retirement
Helping some readers figure out how much is enough for retirement planning purposes.
Animal Spirits: Buying a House at the Top of the Market
On today’s show, we discuss why the stock market never really changes, why this is the hardest it’s ever been to beat the market, the travel boom rolls on, Boomers are having fun in retirement, young people are making money, the economy is slowing, Bitcoin ETFs are like 401k plans, people love guaranteed income, the new season of The Bear and much more.
Buying a House at the Top of the Market
What if this is a top in housing prices?