Why is Ray Dalio always bearish?
Ray Dalio & The Power of Setting Defaults For Optimism
Animal Spirits: Super Bullish
Michael and I talk about the housing market, Beeple, value vs. growth, rental properties and more.
Why Housing is a Good Hedge Against Inflation
Some thoughts on housing as an inflation hedge.
The Most Important Investment Factor of the 21st Century
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.
