On today’s show, we discuss:
– The stock market vs. the Fed’s balance sheet
– Why expectations matter more than fundamentals in the short-run
– The cruel irony of investing
– How to hedge hyperinflation
– Why no one can claim victory on a soft landing
– Why the US economy is so much bigger than the Eurozone
– Dwight Schrute and the human condition
– Movies are back, and much more!
Some Other Forms of Wealth
Ways to be wealthy that don’t require a lot of money.
Talk Your Book: The Impact of a Bitcoin ETF
On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss:
– Knock-on affects of a Bitcoin Spot ETF
– The Grayscale discount
– Bitcoin in Bear Markets vs Bull Markets
– If inflation falling is actually good for crypto, and much more!
Good News-Bad News About the Economy
Some thoughts about the current state of the markets and economy.
Bear Markets Are Transitory
How to think about investing during a bear market.
Investing 100% of Your Portfolio in Stocks
Why diversification is important even if you have all of your money in stocks.
Animal Spirits: Is Twitter Dead?
On today’s show, we discuss:
– When to get bullish in the long run
– How to use sell side stock research
– What’s wrong with Disney
– Cruises are underrated
– How the pandemic messed up historical economic relationships
– 8% mortgage rates and 3% mortgage rates
– Why housing prices are still going up, and much more!
3 Overrated Financial Concepts
Why eff you money is overrated.
When Will Interest Rates Really Start to Matter?
Why aren’t higher interest rates having a bigger impact yet?
Remember Don’t Fight the Fed?
Don’t fight the Fed (except when you do).