The 5 hardest questions to answer in all of investing.
Animal Spirits: The Smart Money
We discuss: Is the bond market really the smart money? Why aren’t bond yields rising is inflation is coming? Can the Fed keep a lid on rising rates? Where have all the small public companies gone? The Stubstack bull market Fractional investing is a win for investors Why is gold rising? Where does GLD buy…
The Pros and Cons of Miniscule Savings Account Yields
Yes savings account yields are lower but so are borrowing costs.
Which Investments Benefit From a Weaker Dollar?
How the dollar impacts foreign stocks, gold and emerging markets.
The Most Counterintuitive Recession Ever
All the weird outcomes from the most counterintuitive recession in history.
The Economics of Home Ownership
Everything you need to know about owning a home.
Balancing Confidence With Humility: Life Lessons From Cameron Crowe & Philip Seymour Hoffman
Understanding confidence and humility from the set of Almost Famous.
Animal Spirits: S&P 5
This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: The sheer dominance of Apple, Amazon, Microsoft, Google and Facebook What would need to happen for the market to roll over again? The performance of…
Concentrated Performance in the Stock Market
The outsized impact of Apple, Amazon, Microsoft, Google and Facebook.
Why Housing Could Be One of the Best-Performing Asset Classes of the 2020s
How housing could end up one of the best-performing assets of the 2020s.