Michael and Ben discuss passive bubbles, fund flows, the best Disney song, targetdate funds, behavior gaps & much more.
Animal Spirits: Who Are the Losers?
Re-Framing the Next Downturn
It feels like people have been worried about the next recession every day since the last one was over. I get it. Recessions aren’t fun. But you can’t constantly remain in the fetal position simply because you know the economy and markets eventually have a downside. Here’s a piece I wrote for Fortune to provide…
What Do I Want My Money to Do For Me?
Why budget is a four letter word in the personal finance world.
Everybody Wins!
2019 has been a good year for pretty much everything in the financial markets. U.S. stocks, long-term government bonds, and gold are all up big this year: I can’t remember a year when all three of these very different assets were all up so much at the same time. So I looked back at the…
Will Millennials Get Destroyed During the Next Recession?
I would be more worried about baby boomers during the next recession than millennials.
Animal Spirits: Best Case Recession
On this week’s Animal Spirits with Michael and Ben we discuss: The finances of having kids The best case scenario for the next recession Is anyone bullish right now? How to sell investment products Why all the new streaming services will be bundled eventually Hedging out the end of the world When Googling goes bad…
You Probably Can’t Use the Yield Curve to Time the Market
Why recession indicators don’t necessarily work as stock market indicators.
Re-Kindled: Amusing Ourselves To Death
Michael and Ben discuss Neil Postman’s book Amusing Ourselves to Death.
Does the Stock Market Have a Say in the Presidential Election?
How does a down stock market impact a sitting president’s re-election chances?
Building Castles in the Air
“The result of all this is that Americans are the best entertained and quite likely the least well-informed people in the Western world.” – Neil Postman Legend has it the first mechanical clock was invented by a monk named Gerbert (who later became Pope Sylvester II) in the 10th century. Monks practice a regular schedule…
