On today’s show, we discuss the terrible no good year that was 2022 for financial markets, some thoughts on what might happen in 2023, the 4 factors that should impact markets and the economy next year, why investors are still pouring money into Tesla shares, when luxuries turn into necessities and much more.
2022 Was One of the Worst Years Ever For Markets
This was one of the worst years ever for financial markets.
Some Stuff That (Probably) Won’t Happen in 2023
Predicting what will happen in the future is hard. What about the stuff that won’t happen?
Why Should You Invest in the Stock Market?
Is the stock market a Ponzi scheme?
Animal Spirits: The Tesla Crash
On this week’s show, we discuss the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the economy for 2023, why consensus is wrong most of the time, the car industry is all messed up, why housing prices aren’t falling faster, the year of the sequel and much more.
9 Things That Surprised Me in 2022
My biggest surprises of the year that was.
Talk Your Book: The Rise of Thematic Investing
On today’s show, we are joined by Pavel Vaynshtok, Managing Director, Global Head of Strategy Indices at S&P Dow Jones Indices to discuss the history of indices, why thematics have gotten so popular, how S&P Dow Jones Indices constructs their indices, and much more!
The Best Books I Read in 2022
My favorite books I read in 2022.
What Kind of Landing Are We Going to Get in the Economy?
What’s the most likely outcome for the economy from here?
What’s Going to Happen in the Stock Market Next Year?
Some thoughts on the stock market in 2023.