Michael and I discuss the $1.9 trillion stimulus bill, the growth stock crash, value outperforming, NBA Top Shot and more.
Animal Spirits: The Recession is Over
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.
Talk Your Book: The Most Ambitious ETFs
Michael and I spoke with Paul Kim from Simplify Asset Management about his new line-up of Volt ETFs.
Investments as a Status Symbol
Investing is cool again.
Animal Spirits: Never Bet Against America
Michael and I debate how much interest rates matter to the markets and more.
A Bleak Future For Long-Term Government Bonds
A deep dive on long-term vs. intermediate-term bonds.
Shortages Everywhere You Look
The pandemic has led to shortages in housing, Pelotons, lumber, microchips, cars and more,
