Some thoughts on greed in the NBA and Gen X angst in the 1990s.
Same as it Ever Was
Airport Lounges, Private Jets and Rich Millennials
America’s new favorite pastime.
How to be a Good Client
The attributes of good and bad clients for financial advisors.
Animal Spirits: Wall Street Strikes Back
On today’s show we discuss how AI bailed out the stock market and economy, a history of capex bubbles, the Carvana comeback, investors are trading everything, the labor market debate, vibes vs. data, $1 billion job offers, where home prices are falling, Michael buys a new house, condos are crashing, FAFO parenting and more.
Meme Stocks & Mr. Market
How Benjamin Graham’s Mr. Market parable explains meme stocks.
Talk Your Book: Finding Tax Alpha in Fixed Income
On today’s Animal Spirits Talk Your Book we speak with Alex Morris from F/m Investments about their new Compounder ETF Series, diversifying your bonds and more.
AI is Eating the Economy
How the AI arms race is impacting the economy.
Iron Laws of the Stock Market
Ben’s Iron Laws of the stock market (even if they don’t work every time).
Does the 4% Rule Still Apply?
I spoke with Bill Bengen, creator of the 4% rule about withdrawal strategies in retirement.
Millionaires & Delusions
How rich are you if you’re a millionaire?
