The importance of rebalancing your portfolio.
The Best & Worst Years in Stock Market History
Animal Spirits: Redefining a Recession
On today’s show, we discuss why the middle class is getting squeezed, why it’s so hard to define what a recession is, boring stocks are outperforming, the size of the housing market, why negotiating will be making a comeback, spending time alone and much more.
Real Estate vs. Stocks vs. Bonds vs. Inflation
Why real estate is the best hedge against inflation.
A Giant Distraction to the Business of Investing
3 things I’m thinking about with the current state of the stock market.
Anticipated Joy vs. Anticipated Regret
Some thoughts on work-life balance and the need to enjoy some of your money now.
Investing in Home Renovations vs. Investing in Stocks
Home renovations vs. the stock market.
Animal Spirits: Extreme Cost Cutting
On today’s show we discuss peaking inflation, confused banks, whys stocks are the best inflation hedge, and much more.
The Longest & Shortest Bear Markets
My latest Fortune piece looks at how to think about bear markets depending on where you are in your investing lifecycle.
The Last Time Inflation Was This High
Similarities and differences between now and the inflationary 1970s and early–1980s.
Stocks For the Long Run
Stocks, bonds and cash over the long run and the short run.
