Asset class returns for 2025.
Updating My Favorite Performance Chart For 2025
Talk Your Book: The Bull Case For China with Brendan Ahern
On today’s Talk Your Book, we speak with Brendan Ahern from KraneShares about the differences between China and the United States, the state of Chinese Internet stocks and more.
Historical Returns For Stocks, Bonds, Cash, Housing & Gold (2025)
Updated long run returns through 2025.
The Probability of Loss in the Stock Market
I like playing the odds when it comes to the stock market. I’m a long-term investor because it increases your odds of success. There are no guarantees but the short-term is far more volatile than the long-term. But the odds in the stock market are not static. These things are constantly changing and the results…
Is a House Still a Good Investment Right Now?
Is housing a good investment right now?
Animal Spirits: Tax the Billionaires
On today’s show we discuss 2026 predictions, the risk of a bear market, why valuations should be higher, why international stocks outperformed, recession risk in 2026, AI hallucinations, self-driving cars, Disney stock, where to find cheaper housing, an appreciation for Keanu Reeves and more.
It Happened Again
The ups and downs of the stock market.
6 Surprises From 2025
Some things that were surprising in 2025.
2025 Investing Lessons
Some thoughts on looking ahead and looking back to find your investment lessons.
Animal Spirits: The Best Performing Stocks of 2025
On today’s show we discuss the best and worst S&P 500 stocks this year, 2025 investing lessons, why silver is going vertical, international small caps are crushing it, family offices are booming, sentiment is still broken, over-optimization is a problem, how millennials got rich, when to spend more in retirement, the best video game of all-time and more.
