Michael and Ben discuss more wild days during the crisis.
Animal Spirits: The Fed’s Bazooka
Buying Foreign Stocks After a Fall
What happens to European stocks after a 5 year run with negative returns?
What Good is History When Dealing With an Unprecedented Crisis?
The importance of understanding market history when investing.
Animal Spirits: Some Good News
We discuss: Some good news out of NYC Why this is more like war than the Great Depression Can we really return to normal until we get a vaccine? Social distancing is working? Why the ability to stay home is a luxury When will we all be wearing masks everywhere? The government finally did something…
What Happened to Small Cap Value?
A history of small cap value performance following a bear market.
Does Experience Matter During a Bear Market?
The double-edged sword of experience during a bear market.
Why Valuations Don’t Always Matter in a Bear Market
What if valuations don’t give investors an all-clear signal?
Would You Rather: Buy Too Early or Buy Too Late in a Bear Market?
Buying too early or too late during a downturn can both lead to psychological hurdles for investors.
The Relationship Between Earnings and Bear Markets
What’s the relationship between earnings and bear markets?
Animal Spirits: The Great Unwind
Still plenty of stuff to talk about so we’re doing two shows for the foreseeable future. We discuss: Fear and anxiety coming in waves How long until we get a vaccine? The massive collaboration in science going on March was the most volatile market ever Should we really expect companies to prepare for something like…
