Inflationary loss aversion stings.
Animal Spirits: The Yeah But Bull Market
On today’s show, we discuss:
– Why the stock market isn’t down more
– Why the price of oil isn’t up more
– Improvements in investor behavior
– The auto insurance crisis
– Why home insurance is rising
– Why rich people don’t feel rich
– Millennials and Boomers powering the economy
– Higher for longer mortgage rates
– Customer service nightmares, and much more!
Is Auto Insurance Becoming a Crisis?
Why are auto insurance rates screaming higher?
Talk Your Book: Diversifying Away From the Magnificent 7
On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss:
– Flows into bullish and bearish levered funds
– Diversifying away from large-cap tech
– Utilizing the Nasdaq equal-weight ETF
– The appropriate time period to hold leveraged products, and much more!
How Long Does it Take For a 10 Bagger in the Stock Market?
The virtues of long-term investing.
Who is Buying a House in this Market?
A look at the breakdown of homebuyers by generation, income and more.
Knowledge Alone Doesn’t Change Behavior
How many investors have the ability to change their behavior?
Animal Spirits: Enjoy the Bull Market While it Lasts
On today’s show, we discuss:
– How we prioritize our spending
– 1987 vs. the Covid crash
– Crazy index fund flows
– Stock market concentration
– Panic about government debt
– The tech recession in California
– Will Millennials move to Florida in retirement
– The most streamed shows, and much more!
Two Things I’m Not Worried About
Why I’m not all that worried about stock market concentration or government debt levels.
How to Lie With Charts
Are new home prices really crashing?