How will everyone react to a Fed-induced recession?
Waiting (For a Recession) Is the Hardest Part
Finding Progress in a Sea of Negativity
Why I’m optimistic about the future.
When Should You Change Your Asset Allocation?
4 reasons to change your asset allocation.
Animal Spirits: A Housing Recession
On today’s show we discuss why most people don’t care about the bear market, the relationship between wages and inflation, why we won’t see a repeat of the 1970s, why Apple is the best company in the world, the revenge of the Dow, tech stock valuations, the best decade ever for movies and much more.
Why Today’s Inflation is Not a Repeat of the 1970s
Some thoughts on the similarities and differences between now & the 1970s.
Talk Your Book: Doubling Down on Crypto
We are joined by Jack Neureuter, Fidelity Digital Assets Research Analyst, and Ramine Bigdeliazari, Director of Product for Fidelity Digital Assets to discuss Fidelity’s relationship and interest in crypto, proof of work vs proof of stake, crypto winter, and much more!
The Agony & Ecstasy of Stock-Picking
Tech stocks show how difficult it is to pick stocks.
In the Markets Nothing is as Dependable as Cycles
Everything is cyclical in the markets.
Which Asset Class is More Attractive Right Now: Stocks or Bonds?
Some thoughts on the relative attractiveness of stocks vs. bonds.
Animal Spirits: Bear Market Math
On today’s show, we discuss the slowing housing market, taking Animal Spirits on the road, why consumers keep spending money, how the stock market moves during a bear market, some optimism for a 60/40 portfolio, why the 4% rule is still alive and well, a bunch of movie recommendations and much more.
