Michael and Ben discuss The Irishman, the food delivery recession, the Ok boomer meme and much more.
Animal Spirits: The World’s Worst Investor
The Hierarchy of Stock Market Losses
A historical look at the various loss profiles investors can expect to see in stocks.
Refinancing Gains in Real Estate
Why low interest rates are benefitting homeowners.
Will We Ever See Another Great Depression?
The Great Depression was such a massive event it’s hard to see that ever happening again.
Useless Career Advice
Follow your passion and other useless career advice.
Animal Spirits: CEO Departures
Michael & Ben discuss stock performance after a CEO departs, banning share buybacks, breaking up Facebook and much more.
Dear Bernie Sanders, Banning Buybacks Won’t Help
Banning stock buybacks sounds good in theory to some people. It wouldn’t make sense in practice.
Talk Your Book: Crossing Wall Street with Eddy Elfenbein
Michael and Ben talk with Crossing Wall Street’s Eddy Elfenbein.
Everything You Need to Know About Recessions
How you should think about recessions in the context of your portfolio.
Do We Need to Farm an Asteroid For Stocks to Keep Rising?
On this week’s podcast we discussed what would have to happen for stocks to continue doing well over the next 5 years or so: Short of an asteroid discovery that will change humanity and the stock market forever1 it would seem the most logical path from here would be lower than average returns….
