Why are hedge fund managers always bearish?
Why Are Hedge Fund Managers Always Bearish?
A Government Debt Crisis?
What’s the line in the sand on U.S. government debt?
Animal Spirits: The Stock Market Is Doing Something We’ve Never Seen Before
On today’s show we discuss Paul Tudor Jones on market valuations, how many people own stocks, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why higher gas prices sting, some macro prediction rules, government debt levels, Jevon’s Paradox, prediction market winners and losers and much more.
Some Things I’ve Learned Lately
Hyperinflation, The Wizard of Oz, wealth inequality and energy gains.
Talk Your Book: Animal Spirits Live with F/m Investments
On today’s Talk Your Book we have a live show we recorded in Washington D.C. with Alex Morris from F/m Investments that covers inflation, the Fed, AI, tax alpha and much more
Higher Gas Prices
Will gas prices hit $6/gallon?
Half a Million Dollars
What does it mean to live paycheck-to-paycheck?
How Does a Bond Ladder Work?
When does a bond ladder make sense?
Animal Spirits: Paycheck-to-Paycheck on $500,000
On today’s show we discuss how AI will impact wealth management, a stock market boom for the ages, why the Fed never created a financial crisis, an ode to Tim Cook, the world’s biggest ETF, ridiculous car payments, AI job market winners and losers, surveys are broken, the dreaded mid-life crisis and more.
The Financial Crisis That Didn’t Happen
Why didn’t 0% rates from the Fed cause a financial crisis?
