Risk and return when chasing yield.
The Wild World of Yield Chasing
Animal Spirits: The Second Wave
Show number 3 this week. Thank you for sticking with us. We discuss: Will we get inflation or deflation from this crisis? When will you feel safe to fly again? How about a restaurant? Why life is going to be weird for a while The economy is going to be operating at partial capacity for…
What Could Cause Another Leg Down in the Stock Market?
Why tech is the most important sector in the stock market right now.
Personal Finance During a Crisis
Some thoughts on personal finances during the corona crisis.
Animal Spirits: Mountains of Debt
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: When will people feel comfortable going back to Disney? Companies are borrowing like crazy Why the anger from Main Street is justified Why stories stick with…
The Stock Market is Not Your Benchmark
Finding the right benchmarks in life.
Why This Crisis is Going to Make Wealth Inequality Even Worse
How this crisis is going to make wealth inequality worse.
Pandemics vs. Post-War Recoveries
Similarities between the current crisis and past economic environments following wars.
Two Reasons the Fed is So Polarizing
Don’t blame the Fed for bailing out corporations. Blame the government.
My New Theory About Future Stock Market Returns
At the lows, the S&P 500 was off roughly 34% from its highs. From those lows it’s now up almost 25%. This is confusing to many investors for a number of reasons: The economy is still effectively shut down for the foreseeable future The unemployment numbers continue to worsen as jobless claims in the past…
