Morgan Housel wrote a great post this week about Useful Hacks. Here’s an example I liked: Writing hack: Write every day for years. I’m often asked by people on how they can improve their writing or blogs or client communications. This is pretty much it. Write more. I’m all for efficiency but at a certain…
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Animal Spirits Episode 30: What It Takes To Be Wealthy
On this week’s Animal Spirits with Michael & Ben we discuss: Are Jack Bogle and Vanguard actually underrated? Why closet indexing will never die. Why money is flowing out of growth funds even though they’ve outperformed. How much should 35 year-olds have saved for retirement? How different demographics define the term “wealthy.” Why “thinking outside…
Animal Spirits Episode 27: Micro Bubbles
On this week’s Animal Spirits with Michael & Ben we discuss: Is it time for Sell in May blog posts to go away? By 2020 the top 10 most common ages in the U.S. will all be between 26 to 35. Will Millennials and HGTV cause the next housing bubble? Are tech stocks a micro…
Schrodinger’s Portfolio
Erwin Schrodinger won the Nobel Prize in physics back in 1933 for his work on quantum theory. Schrodinger is most widely known these days for a theoretical experiment he described about a cat in a box. The experiment went something like this: what if you placed a cat into a box with a hammer, a vial…
Animal Spirits Episode 25: Some Things We Learned
On this week’s Animal Spirits with Michael & Ben we discuss: Why the next recession won’t look like the last one. Why investors are always fighting the last war. Is it now contrarian to predict higher expected returns? What could cause the future to look better than the past in the markets? The staggering growth…
The Best Books I Read in 2017
I talked about some of my favorite books in a recent podcast episode but wanted to put them down here just to keep with tradition since I have done so every year since I started this blog (plus there are a few I missed). These were my favorite books I read this year: Non-Fiction Deep…
Expert Judgment Or Lack Thereof
“Humility is attainable, even if forecasting accuracy is not.” Philip Tetlock As the 2018 market outlooks begin to flood my inbox I’m reminded of one of the best books written on the topic of expert forecasting abilities — Expert Political Judgment by Philip Tetlock. Tetlock released the first version of this book in 2006 but re-released an…
Peer Pressure
Yale Endowment CIO David Swensen doesn’t make too many public appearances so I was excited to run across a back and forth he had with Robert Rubin this past week at the Stephen C. Freidheim Symposium on Global Economics. Swensen touched on a number of subjects investors should be interested in from expected future returns, market…
Animal Spirits Podcast
Animal Spirits is a weekly podcast where I get together with my friend and colleague Michael Batnick to discuss what we’ve been reading, researching, writing, watching, listening to, and thinking about. We talk about all things financial markets, personal finance, our favorite books, movies, and TV shows, parenting, the asset management business and more. Our…
The Great Reckoning in Retail
Next Thursday is our EBI Conference in New York City. The line-up for the conference is stacked — Liz Ann Sonders, Cliff Asness, Jason Zweig, Tim Buckley, Jim Ross, and a whole bunch of other well-known names from the asset management, financial media, and blogging worlds. There’s also NYU professor Scott Galloway who is one of…
