On today’s show, we discuss:
– Bull market corrections
– Why valuations don’t matter all that much
– Why people were so wrong about the stock market
– Why we haven’t gotten a recession yet
– $1 trillion in credit card debt
– Robinhood’s results
– Tipping at a hotel, and much more!
Why I’m Not Worried About $1 Trillion in Credit Card Debt
A short history of consumer borrowing and credit card debt in America.
Talk Your Book: Compounding with Concentrated Portfolios
On today’s show, we are joined by John Neff, Partner and Portfolio Manager of AKRE Capital Management to discuss:
– The AI investing craze
– The creation of fundamental analysis
– Compounding returns with Warren Buffett
– Running a highly concentrated portfolio, and much more!
Even When the Stock Market Goes Up it Still Goes Down
Preparing yourself for different moves in the stock market.
Social Security: The Most Important Retirement Plan Ever Created
A short history of how retirement has evolved over the past 200 years.
The Pros & Cons of Owning a Rental Property
If you are selling your house and have a 3% mortgage, shouldn’t you just hold onto it and turn it into a rental property?
Animal Spirits: Everything Is Up This Year
On today’s show, we discuss:
– The biggest behavioral bias in investing
– The number of IPOs that survive
– Rolling the dice on the stock market
– Why the consumer doesn’t care about higher rates
– Fiscal vs. monetary policy
– Some good news for first time home buyers, and much more!
Rolling the Dice on the Stock Market
The problem with 6% T-bill yields in lieu of investing in the stock market.
Talk Your Book: 100% Downside Protection
On today’s show, we are joined again by Bruce Bond, Founder and CEO of Innovator ETFs to discuss:
– How 100% downside protection works
– What upside you can earn with complete downside protection
– Who this product makes the most sense for
– How rates and option premiums affect the strategy, and much more!
One Year Returns Don’t Matter
The only returns that matter for investors.