Michael and I discuss three bearish scenarios for the stock market, growth stocks getting wrecked, why the Fed might be in trouble and more.
Animal Spirits: Is the Fed Trapped?
Why Isn’t the Stock Market Down More Right Now?
With so much carnage in many stocks why isn’t the stock market down more?
Talk Your Book: Options Are Eating the Stock Market
Michael and I spoke with Paul Kim from Simplify Asset Management about options, inflation and thematic ETFs for advisors.
Updating My Favorite Performance Chart For 2021
The annual asset allocation quilt update.
The 3 Biggest Risks to the Market Right Now
What are the white swan risks in the market right now?
What Does the Buffett Indicator Say About Stocks Right Now?
Is the Buffett indicator still useful as a valuation indicator?
Animal Spirits: Why the Bull Market Could Last a Lot Longer
Michael and I discuss doomsday prophets, why everyone hates the Fed, putting this bull market into perspective, lumber prices rising again and more.
Is This the Greatest Bull Market in History?
Where the current bull market stands historically.
2021 Was One of the Best Years in the Stock Market History
Why 1995 was the best year ever in the stock market but 2021 might be close.
Animal Spirits: Howard Lindzon Unplugged
Michael & I talked to Howard Lindzon about his career, investing in start-ups and what comes next in venture capital.
