Why the bundle is bound to make a comeback.
Why I’m Never Cutting the Cord
The Most Important Thing That’s Happened in Our Lifetime?
Marc Andreessen’s thoughts on how remote work could shape society going forward.
Demographics Are Destiny in the Housing Market
How millennials and baby boomers will impact the housing market in the years ahead.
Is BlackRock Buying Too Many Houses?
Why the built-to-rent trend is here to stay.
Talk Your Book: Investing in Volatility
Michael and I spoke with James McDonald of Hercules Investments on what it’s been like to navigate the markets during the pandemic.
How To Prepare For a Lengthy Bull Market
The importance of preparing for a wide range of outcomes in the markets.
Animal Spirits: Fed Apologists
Today’s Animal Spirits is sponsored by GroundFloor: Sign-up here to learn more about investing in high-yield real estate debt. We discuss: Why the economy is more exciting than the markets right now Why inflation data now is like unemployment data from last year What if the Fed is right again? Are we overdue for a…
Predicting Inflation is Hard
Is higher inflation here to stay or transitory?
Ford vs. Tesla
Why Ford could become the next Disney+ of automakers.
Why I’m Not Worried U.S. Household Debt Is At Record Highs
The U.S. consumer is in wonderful shape.
