Thinking through bull and bear markets.
Is the Bear Market Over?
Talk Your Book: Investing in Treasuries During a Debt Crisis
On today’s show, we spoke with Alex Morris, Founder and CIO of F/m Investments on how Treasury ETFs work, why the 1mo is yielding so much, how government defaults could affect treasuries, and much more!
The Worst Housing Affordability Ever?
Not a great time for the housing market if you’re looking to buy.
The Stock Market Will Pick the Winners For You
Why index funds are your best bet for picking winners in the stock market.
What’s Your Retirement Number?
Why retirement planning is a process not an event.
Animal Spirits: Something Has to Break
On today’s show, we discuss my guiding philosophy on life and markets, why people buy and sell stocks at the wrong times, Nvidia’s crazy run, why the economy remains so resilient, historic income gains at the bottom, greedflation, The Succession finale, and more.
Some Things We’ve Learned This Year
Some lessons from the 2023 financial markets.
Talk Your Book: Upside and Downside Customization For Your Portfolio
On today’s show, we are joined by Jason Barsema, Co-Founder and President of Halo Investing to discuss how structured notes are made, counterparty risk during banking crises, customizing structured notes, and much more!
The Best Time to Buy Stocks
Buying stocks after they go up and selling stocks after they go down.
Is an AI Stock Market Bubble Inevitable?
Thinking through the potential market outcomes from an AI boom.
