Why haven’t interest rates impacted the economy more?
Why Higher Interest Rates Haven’t Mattered (Yet)
The Siren Song of Market Timing
What would you do if your entire portfolio was sitting in cash right now?
Animal Spirits: Recession Not Required
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.
