Comparison is the thief of joy.
The Psychology of Inflation
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.