Animal Spirits: The 1990s Really Were Better

On today’s show we discuss an unbelievable run for the stock market, diversification vs. hedging, an unprecedented surge in household wealth, the new normal of negativity, some nostalgia for the 1990s, the stock market doesn’t care who the president is, 100% yields, when to ask for an early inheritance, how to crack an egg correctly and much more.

Talk Your Book: Yield at What Cost?

On today’s show, we are joined by Jonathan Molchan, Managing Partner at STF Management to discuss how the trend following rules work, issues with traditional call option writing strategies, trend following performance through different cycles, and much more.