On today’s show we discuss an unbelievable run for the stock market, diversification vs. hedging, an unprecedented surge in household wealth, the new normal of negativity, some nostalgia for the 1990s, the stock market doesn’t care who the president is, 100% yields, when to ask for an early inheritance, how to crack an egg correctly and much more.
American households have added $100 trillion in net worth since 2009.
On today’s show, we are joined by Jonathan Molchan, Managing Partner at STF Management to discuss how the trend following rules work, issues with traditional call option writing strategies, trend following performance through different cycles, and much more.
How average returns change by holding period.
Rich people who don’t feel rich.
Cyclical and secular bull and bear markets.
On today’s show we discuss calling a top in the stock market, why people don’t trust data, the economy is still fine, why yields are rising in a rate cutting environment, a bigger innovation than AI, the impact of climate change on the housing market, we are a nation of trucks, money actually does buy happiness and more.
Where to cut back if your budget is stretched.
On today’s show, we are joined by Ted Seides, founder of Capital Allocators to discuss his new new book Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals.
Rich countries are happier than poor countries.
