The relationship between stock market returns and the unemployment rate.
Can We Have a New Bull Market With 3% Unemployment?
The Consequences of a Baby Bust
Should we worry about declining fertility rates?
The Rebalancing Bonus
Some thoughts on diversification, asset allocation and rebalancing your portfolio.
Animal Spirits: Is the Bear Market Over?
On today’s show, we discuss the beginning of a new bull market, increased concentration in the stock market, the worst housing market ever for buyers, a worrying trend in demographics, the biggest momentum investors on the planet, Brad Pitt, and much more.
Is the Bear Market Over?
Thinking through bull and bear markets.
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.
