Michael and Ben give their review of Disney+, the most bearish call on Netflix, Armegeddon calls and much more.
Animal Spirits: Worst Call Ever?
Would the Stock Market Crash if Elizabeth Warren Became President?
Billionaires are worried about Elizabeth Warren becoming president.
Talk Your Book: Defined Outcome Strategies with Jason Barsema of Halo Investing
Michael and Ben sat down with Halo Innvesting’s Jason Barsema to discuss structured products.
What Would You Have Done in 2009?
Advice for those who are still sitting in cash since the Great Recession.
Wealth Inequality and the Anti-Risk Bubble
In the latest Howard Marks memo he discusses his first dealings with negative interest rates with an investment in Europe in 2014: I had my first direct brush with negative interest rates in 2014, when I was making an investment in Spain. The closing was due to take place on Monday, and I wired funds…
U.S. Household Debt Isn’t As Bad as You Think
Putting household debt into perspective.
Animal Spirits: I’ve Never Used an Emoji
Michael & Ben discuss Disney+, auto loans, Silicon Valley (the show), and much more.
What Happens Next After Stocks Are Up Big?
Historically after stocks have a big run-up they continue to rise. But there is a catch…
Talk Your Book: Coaching the Yankees
On this edition of Talk Your Book, we sat down with Dana Cavalea, former strength and conditioning coach with the New York Yankees. We discussed: Why don’t more businesses have their own performance coaches? What happens when you find your dream job at age 23 Managing $300 million in human capital Lessons about work and…
Trends That Matter in Asset Management
The biggest trends in asset management and how they’re affecting the markets.
