On today’s show, we discuss:
– Inflation coming down
– The continued strength of the US consumer
– Howard Marks on investing for a sea of change
– The risk-reward in bonds
– What would happen if the US government paid off its debts
– EMH in crypto
– The worst case scenario for the housing market, and much more.
Search Results for: "behavior"
24 Things I Believe About Investing
A list of my investment beliefs.
How to Outperform
What the fishing industry in India can teach us about outperforming the stock market.
Mistakes That Compound in the Markets
What if your advisor’s performance stinks?
The Luckiest Generation
Baby boomers are by far one of the wealthiest generations the world has ever seen. The fact that there are more than 70 million people in this demographic helps but it’s also true that this is one of the luckiest generations in history when it comes to returns on financial assets. These are the total…
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!
The Siren Song of Market Timing
What would you do if your entire portfolio was sitting in cash right now?
Some Other Forms of Wealth
Ways to be wealthy that don’t require a lot of money.
How Should You Judge Your Investment Performance?
The only benchmark you need when assessing your investment performance.
