A historical look at what happens when you buy the stock market when it’s been down 15% or worse.
Buying When the Stock Market is Down 15%
Misbehaving in a Volatile Market
The behavioral biases that trip you up during a downturn.
Some Early Lessons From the Tariff Tantrum
Some random thoughts and questions about a wild week in the markets.
Animal Spirits: The Stock Market Crashed. Now what?
On today’s show we discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects on the economy, fake headlines moving markets, cabanas are getting out of control, the White Lotus finale, and much more!
How to Survive Chaotic Markets
How trend-following works in a downtrending market.
Talk Your Book: International Stocks, So Hot Right Now
On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance, what policies have led to international performance, avoiding/concentrating into different countries, how the US Dollar affects international investments, and much more!
How Bad Could This Get?
How bad could the Tariff Tantrum get in the stock market?
A Short History of Tariffs
Widespread tariffs have never worked in America.
Presidential Partisan Portfolios
Are politics causing people to change their portfolios?
Animal Spirits: Ben’s Bearish
On today’s show we talk about auto tariffs, binary outcomes on Liberation Day, rising uncertainty, why household debt is going to rise, the Mag 7 bear market, why isn’t the stock market down more, the pros and cons of buffered ETFs, the bottom 50%, PE in 401k plans, a diverging housing market and much more.
