How many investors have the ability to change their behavior?
Knowledge Alone Doesn’t Change Behavior
Animal Spirits: Enjoy the Bull Market While it Lasts
On today’s show, we discuss:
– How we prioritize our spending
– 1987 vs. the Covid crash
– Crazy index fund flows
– Stock market concentration
– Panic about government debt
– The tech recession in California
– Will Millennials move to Florida in retirement
– The most streamed shows, and much more!
Two Things I’m Not Worried About
Why I’m not all that worried about stock market concentration or government debt levels.
How to Lie With Charts
Are new home prices really crashing?
Talk Your Book: Emerging Market Fundamentals
On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director of Schafer Cullen Capital Management to discuss:
– China’s affect on Emerging Markets
– Avoiding value-traps in EM
– Strong macro trends in India
– Passive vs. active management in Emerging Markets, and much more!
Four Things I’m Thinking About Stocks, Housing & the Economy
Some random money thoughts from spring break.
The Difference Between Market Timing & Risk Management
Some thoughts on how and when to make changes to your portfolio.
Animal Spirits: The Never-Ending Travel Boom
On today’s show, we discuss:
– Inflation helping corporate profits
– What’s going on with chocolate
– Airport traffic hitting all-time highs
– The new Robinhood credit card
– The downfall of Jack Daniels, and much more!
Generational Luck in the Housing Market
How millennials are becoming the boomers.
Talk Your Book: Preserving Your Capital
On today’s show, we are joined again by Jason Barsema, Co-Founder and President of Halo Investing to discuss:
– Investing in notes structured around single stocks
– The difference between hard and soft protection
– What the Catapult Note is
– Halos annuity and annuity servicing capabilities for advisors, and much more!
