We discuss: The latest crazy economic data Is this the hardest market environment to outperform ever? Will any investors develop a more open mind about investing after this? Will more millennials buy homes because of this crisis? How worse would things be if the Fed didn’t act so fast? What are the unintended consequences of…
Why value stocks do better during inflationary environments.
Michael and Ben discuss credit card rates, underestimated changes from the pandemic, Netflix movies and more.
How low interest rates are impacting the markets in counterintuitive ways.
Looking at a 50/50 portfolio vs. a 75/25 portfolio vs. an all-stock portfolio.
Tales from Ben’s brokerage account.
The stock market can be one of the most confusing places on earth.
Michael and Ben discuss oil prices going negative and much more.
Diversification can make you feel like you’re running uphill with a weighted vest on during a bull market. It’s only during a bear market that you realize its importance as a form of risk management. A 50/50 portfolio of the S&P 500 and Barclays Aggregate Bond Index is down 3.9% or so this year compared…
At the end of March, the federal government passed the $2.2 trillion CARES Act to provide financial relief to millions of Americans and a number of businesses to help see them through the crisis. This week they just tacked on an additional $484 billion. That’s around 10% of annual economic output in the U.S. This…
