Some thoughts on stock market corrections.
Some Crazy Charts
Some surprising charts about gas prices, oil, gold and the housing market.
The Impact of Fed Rate Cuts on Stocks, Bonds & Cash
A closer look at the impact of Fed rate cuts on stocks and bonds.
Animal Spirits: How to Pick the Winners
On today’s show we discuss how small cap stocks got so cheap, how to improve your chances of outperforming the market, why investors are rushing into bonds, Americans make more money than you think, good news on gas prices, how the Fed can help the housing market, the best way to eat potatoes, the downfall of Nike, IMAX theaters and much more.
7 Questions I’m Pondering
Asking some questions about the Fed, steamers, fire places, small caps and more.
Talk Your Book: Investing in BlackRock’s Mega Forces
On today’s show, we are joined by Jay Jacobs, U.S. Head of Thematic and Active ETFs to discuss BlackRock’s favorite Mega Force themes to invest in, investing in the reshoring theme, IBIT trading volume, the Ethereum ETF launch and Ethereum use cases, getting cash off the sidelines, and much more!
Some Things I Don’t Want When I Grow Up
Why I never want to become a rich guy who complains about taxes or a grey-haired permabear.
Talk Your Book: Investing in Corporate Culture
On today’s show, we are joined by Kristof Gleich of Harbor Capital and Scott Colson of Irrational Capital to discuss how the Human Capital Factor was discovered, what is being measured to quantify the Human Capital Factor, how advisors are utilizing this fund, the importance of portfolio construction when utilizing factors, and much more!
The 11th Commandment
Keep politics out of your portfolio.
What’s the Worst Long-Term Return For U.S. Stocks?
A historical look at long-term real returns on the U.S. stock market.