Historical returns for the S&P 500 from 1993-2023.
Rich vs. Wealthy
Maybe more money does buy happiness.
Timing the Stock Market Using Valuations
Can you use valuations to time the stock market?
Animal Spirits: What is Wealth?
On today’s show we discuss Jerome Powell’s speech at Jackson Hole, Nvidia millionaires, financial voices you can safely ignore, housing affordability, what it takes to be considered wealthy, every generation thinks they have it bad, Michael’s college transcript and much more.
Financial Voices I Ignore
How I filter my sources of financial information.
Talk Your Book: Finding Small Cap Diamonds in the Rough
On today’s show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss Calamos’ favorite small cap sectors, why small caps have flown under the radar, understanding the relationship between momentum and fundamentals, profitability of small cap stocks, and much more!
Why People Don’t Save Enough For Retirement
Some legitimate reasons many people don’t save enough for retirement.
Talk Your Book: Alt Goes Mainstream with Michael Sidgmore
On today’s show, we are joined by Michael Sidgmore of Broadhaven Ventures to discuss all things Alternatives.
Chasing Star Fund Manager Performance
How investors lost $7.5 billion in Cathie Wood’s ARKK fund.
The 60/40 Portfolio Win Rate
A historical look at the win rate for the 60/40 portfolio over various time frames.