How often does the stock market crash?
How Often Do Bear Markets Occur?
Macro is Hard
If Jerome Powell and Paul Tudor Jones can’t forecast the economy why would you?
All-Time Highs in the Stock Market are Usually Followed by More All-Time Highs
How to think about investing at all-time highs.
Animal Spirits: The Holy Grail of Investing
On today’s show, we discuss:
– Concentration risk in the US stock market
– Economic dominance from the United States
– When the Fed will cut rates
– Competing takes on the Apple Vision Pro
– Macro is hard
– Wage growth won’t quit
– Why there are so many realtors
– Another investing book from Tony Robbins, and much more!
Vision Pro: Bullish For Apple, Bearish for Society
My thoughts on the Apple Vision Pro.
Talk Your Book: Investing in Infrastructure
On today’s show, we are joined again by Bob Long, CEO of StepStone to discuss:
– What investments StepStone is making within Infrastructure
– How liquidity works with infrastructure investments
– The inner workings of interval funds, StepStones fees, and much more!
Can Anyone Challenge the Economic Dominance of the United States?
The U.S. economy is killing it.
Where is Housing Still Affordable?
One of the reasons the current housing market is so frustrating for homebuyers is how quickly things have changed. For years, housing prices were reasonable (in most places) while mortgage rates were low. Housing was affordable for most buyers. It’s not anymore. I updated the growth of housing prices and disposable income going back to…
How Much is That $70,000 Truck Costing You?
Why housing and transportation are by far your most important expenses.
Animal Spirits: Gen Z is on Fire
On today’s show, we discuss:
– The types of people you see on every flight in America
– Why new highs in the stock market are perfectly normal
– Why the Fed should cut rates even in a strong economy
– This is more like the 1990s than the 1970s
– Young people are wealthier than you think
– The biggest story about the economy no one is talking about, and much more!
