On today’s show we discuss peaking inflation, confused banks, whys stocks are the best inflation hedge, and much more.
Animal Spirits: Extreme Cost Cutting
The Longest & Shortest Bear Markets
My latest Fortune piece looks at how to think about bear markets depending on where you are in your investing lifecycle.
Talk Your Book: Real Estate and Innovation
On today’s show, we talked with Fundrise founder Ben Miller about the real estate industry as well as the firm’s new tech fund.
The Last Time Inflation Was This High
Similarities and differences between now and the inflationary 1970s and early–1980s.
Stocks For the Long Run
Stocks, bonds and cash over the long run and the short run.
What Returns Should You Expect For Stocks & Bonds Over the Long Haul?
What are the real returns investors should expect in stocks and bonds going forward?
Animal Spirits: Volatility Hits Main Street
On today’s show, we discuss stocks for the long run, Elon’s Twitter debacle, the labor market vs. inflation, the number of cycles we’ve experienced since the pandemic, peak inflation, and much more.
Why the Financial Goalposts Are Always Moving
Why doesn’t more money make you happier?
Talk Your Book: The State of Commodities
On today’s show, we’re joined by Sal Gilbertie of Teucrium ETFs to give us an update on global commodities markets, Russia’s weaponization of wheat, and much more.
Investing a Lump Sum When the Stock Market is Down
Lump sum vs. dollar cost averaging in a bear market.
