The stock market is not the economy.
The S&P 500 vs. the U.S. Economy
Who’s to Blame For the Broken Housing Market?
Are private equity buyers causing a housing shortage?
Animal Spirits: Wages Are Beating Inflation
On today’s show, we talk about:
– Losing a family pet
– The S&P 500 is not the economy
– Everything is up this year
– The stock market is NOT a casino
– Wages are cumulative just like inflation
– Consumers keep consuming
– ETH ETF’s
– The Ben Carlson streaming bundle, and more.
No, The Stock Market is Not Rigged Against the Little Guy
Dave Portnoy thinks the stock market is rigged.
Talk Your Book: Higher For Longer
On today’s show, we are joined by Alex Morris, President and Chief Investment Officer of F/m Investments to discuss
– What duration, maturity, and convexity mean to a bond
– The psychology of bond bear markets
– Why TIPS did not perform as expected in 2022
– Differences between yield to maturity and the 30-day SEC yield, and much more!
4 Economic Charts That Might Surprise You
Some charts on inflation, generational income, generational wealth and oild production.
Gambler’s Fallacy in the Stock Market
Stock market returns are random.
Hedging Against World War III
Hedging against geopolitical risk.
Animal Spirits: When Will Houses Be Affordable Again?
On today’s show, we discuss:
– Pullbacks in bull markets
– The legend of Jim Simons
– If 401k’s were a mistake
– What a car says about its driver
– Hotel movies vs airplane movies, and much more!
Diversification is About Decades
Why diversification is a survival strategy but also an agressive one.
