Some random money thoughts from spring break.
The Difference Between Market Timing & Risk Management
Some thoughts on how and when to make changes to your portfolio.
Animal Spirits: The Never-Ending Travel Boom
On today’s show, we discuss:
– Inflation helping corporate profits
– What’s going on with chocolate
– Airport traffic hitting all-time highs
– The new Robinhood credit card
– The downfall of Jack Daniels, and much more!
Generational Luck in the Housing Market
How millennials are becoming the boomers.
Talk Your Book: Preserving Your Capital
On today’s show, we are joined again by Jason Barsema, Co-Founder and President of Halo Investing to discuss:
– Investing in notes structured around single stocks
– The difference between hard and soft protection
– What the Catapult Note is
– Halos annuity and annuity servicing capabilities for advisors, and much more!
The Most Important Concept in Finance
Some thoughts on Daniel Kahneman and loss aversion.
How Bad is Credit Card Usage in America?
A deep dive into credit card spending.
What About 60/30/10 Instead of 60/40?
Some thoughts on holding 10% of your portfolio in cash.
Animal Spirits: The Roaring Twenties
On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!
Are We Living in The Roaring 20s?
Making the case for the Roaring 2020s.