Wealth inequality is a driving force behind much of what’s going on in the markets these days.
Four Things Everyone Needs to Know About the Markets
Stocks beat bonds and markets are constantly changing.
Some Things I Don’t Know
Some things I’m considering at the moment.
Talk Your Book: Investing in Freedom
Michael and I talk with Perth Tolle about investing in emerging markets and why freedom is so important for these countries.
The Simplest Asset to Hedge Against Inflation
The best assets to protect your portfolio against inflation.
Animal Spirits: The Recession is Over
Michael and I discuss the $1.9 trillion stimulus bill, the growth stock crash, value outperforming, NBA Top Shot and more.
Is Diversification Finally Working?
Is it finally time for tech to underperform.
The Biggest Economic Experiment in History
The fiscal stimulus numbers from the past year or so are staggering.
Owning Individual Stocks vs. Owning the Stock Market
Growth stocks are getting crushed.
Could Inflation Give Us a Wonderful Buying Opportunity?
The potential for an inflation head-fake.