Some things I’m considering at the moment.
Some Things I Don’t Know
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.
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.
