On today’s show, we discuss:
– Why people keep spending so much money
– Long droughts between new highs in the stock market
– The best upside AI hedge
– Intelligence vs. pessimism
– Denominator blindness with inflation
– Most Americans are better off
– Why people are unhappy at work
– When it will be a good time to buy a house again, and much more!
5 questions I’m pondering at the moment.
On today’s Talk Your Book, we spoke with Nuveen Portfolio Manager Nick Travaglino about:
– The bond market in 2023
– The Fed
– Fixed income yields
– An update on interest rates, and much more!
The many things you don’t control as an investor.
Four personal finance ideas I’ve changed my mind about over the years.
On today’s show, we discuss:
– The blowout year for the Nasdaq 100
– How experience shapes investment decisions
– Transitory inflation arguments
– Where prices have risen the most
– Who got the biggest wage gains
– Why housing prices refuse to crash
– Where to find affordable houses
– Why you can’t trust sentiment surveys, and much more!
How the baby boomers will shape the housing market for years to come.
Why new all-time highs in the stock marke don’t happen all the time.
My investing philosophy in chart form.
Concentrated gains in the stock market are nothing new.
