Isaac Newton vs. Bitcoin.
Animal Spirits: The Leverage Mania
On today’s show, we discuss great stock market returns so far for 2024, Bluesky vs X, the impact of tariffs on the U.S. economy, when to sell Bitcoin, money in college athletics, a lightning round of vacation thoughts, and much more!
20 Lessons From 20 Years of Managing Money
I’m on vacation for Thanksgiving this week. Here’s one of the most popular posts on the blog from the past year. ******* I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn…
Talk Your Book: Animal Spirits Live
On today’s show, we are live from Chicago with Alex Morris, Chief Investment Officer of F/m Investments to discuss why investors are still crowded on the short end of the curve, thoughts on why rates went up following a Fed cut, why credit spreads have remained so tight, not taking advice from hedge fund managers, and much more!
Why I’m Selling Some Bitcoin
Why I’m selling half of my Bitcoin position.
The Wall of Worry is Dead
“The market might be crazy, but that doesn’t make you a psychologist.” -Meir Statman
Timing the Housing Market: When Should You Sell?
Timing the housing market is a bad idea.
Animal Spirits: Everyone in the Pool
On today’s show we discuss 7 years of Animal Spirits, the miracle of US equities, the wall of worry has fallen, S&P 10,000, massive ETF flows, vibes rule everything around me, are crypto winters a thing of the past, where the low housing price are, becoming a grandparent and much more.
The Miracle of U.S. Equities
What if you invested in stocks in the worst possible years?
Talk Your Book: Investors Love Cash Flow
On today’s show, we are joined by Barry Martin, Portfolio Manager of Shelton Equity Income Fund to discuss what it means to have shares called away, what makes a good stock to write a call option on, understanding the relationship between volatility and option premiums, how rates affect call option strategies, and much more!