The Federal Reserve has less control over inflation and the labor market than you think.
Some Things the Fed Doesn’t Control
Concentration in the Stock Market
Is the stock market too concentrated at the top?
Stock Market Tops, Bottoms & Middles
How to be patient when investing in the stock market.
Animal Spirits: Bear Market Lessons
On today’s show, we discuss never shorting junk food, a purgatory market, why spending isn’t slowing down, our first mortgage rates, the First Republic takeover, and much more!
How Interest Rates & Inflation Impact Stock Market Valuations
A historical look at valuations by interest rate and inflation levels.
Talk Your Book: CLOs – The Providers of Leverage
On today’s show, we are joined by Thomas Majewski, Founder and Managing Partner of Eagle Point Credit Management to discuss what a CLO is, the differences between a CLO and a CDO, the 2023 banking crisis, and much more!
Find the Torture You’re Comfortable With
How Jerry Seinfeld’s jokes relate to investing.
Some Thoughts on Youth Sports
We need more kids playing sports.
Are You Spending Too Much Money?
How to tell if you’re spending or saving too much.
Animal Spirits: Millennials Will Buy All the Stocks
On today’s show, we discuss what happens to stocks after a bad year, why foreign stocks are outperforming, why any recession should be mild, how millennials will impact stock market valuations, generational homeownership rates, and much more.
