Financial and economic relationships are never static.
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The Growth-Value Cycle
What it would take for value to outperform growth.
Animal Spirits: The Active Management Resurgence
This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. If you’re looking for a new job at a fast-growing investment research firm, YCharts is hiring. We discuss: The most bullish thing about the stock market right now The…
Animal Spirits: An Affordability Crisis
Michael and I discuss housing market affordability, how much income is required to be considered wealthy, the best movies of 1993 and more.
Animal Spirits: Never Bet Against America
Michael and I debate how much interest rates matter to the markets and more.
Animal Spirits: Listener Mailbag
Michael and I empty our inbox to answer listener questions.
Animal Spirits: The Big Squeeze
Michael and I discuss the biggest Wall Street story in some time.
How To Invest in a Bubble
The 4 strategies for investing in a bubble.
The Best Books I Read in 2020
My favorite fiction and non-fiction books I read in 2020.
The 20 Rules of Personal Finance
An audio excerpt from my new book.