Some random thoughts about saving, spending and finding financial contentment.
17 Thoughts About Money
Talk Your Book: What’s Going on in the Bond Market?
On today’s show, we are joined again by Alex Morris, CIO of F/m Investments to discuss:
– 2024 rate cut possibilities
– The difficulty of forecasting, and why everyone got 2023 so wrong
– Utilizing spreads as a forecasting tool
– Why solving for corporate duration can be a useful risk management tool, and much more!
Young People Are Doing Better (Financially) Than You Think
Millennials and Gem Z have more money than you think.
This is the Best U.S. Economy Since the 1990s
Allow me some 1990s nostalgia.
Can You Live On Dividends From Your Portfolio?
A short history of dividends on the U.S. stock market and what it means for retirement planning.
Animal Spirits: New All-Time Highs
On today’s show, we discuss:
– The average length of bull and bear markets
– What’s up with Small Cap stocks
– $8.8T in cash
– No show China
– The vibesession is over
– The softening labor market
– Airline credit cards
– 0% rate loans
– The Bitcoin ETF, and much more!
Respect the Accomplishments, Don’t Envy the Person
Some stories about Thomas Edison, Micheael Ovitz and Michael Crichton.
Talk Your Book: Live at FARMCON
On today’s show, we are live at FARMCON to discuss:
– The macro economy and inflation in 2023 and 2024
– Commodity trading with legendary trader Andy Daniels
– How behavioral finance affects investment decisions, and much more!
New All-Time Highs After a Bear Market
What happens to the stock market following new all-time highs after a bear market?
Did the Pandemic Save us From a Retirement Crisis?
Are older Americans more prepared for retirement than people think?
