Is the stock market a Ponzi scheme?
Animal Spirits: The Tesla Crash
On this week’s show, we discuss the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the economy for 2023, why consensus is wrong most of the time, the car industry is all messed up, why housing prices aren’t falling faster, the year of the sequel and much more.
9 Things That Surprised Me in 2022
My biggest surprises of the year that was.
Talk Your Book: The Rise of Thematic Investing
On today’s show, we are joined by Pavel Vaynshtok, Managing Director, Global Head of Strategy Indices at S&P Dow Jones Indices to discuss the history of indices, why thematics have gotten so popular, how S&P Dow Jones Indices constructs their indices, and much more!
The Best Books I Read in 2022
My favorite books I read in 2022.
What Kind of Landing Are We Going to Get in the Economy?
What’s the most likely outcome for the economy from here?
What’s Going to Happen in the Stock Market Next Year?
Some thoughts on the stock market in 2023.
Animal Spirits: Buy the Dip is Dead
On today’s show, we talk about why the stock market is getting crushed this month, what one year’s returns mean for the next year, why retail investors are still buying tech stocks, 3 scenarios for next year’s market, the Fed’s 2% inflation target, why there will never be a perfect economy, the Avatar sequel and much more.
An Incredible Chart of the Housing Market
Two housing market booms in the same century.
Talk Your Book: The Opposite of ESG
On today’s show, we are joined by Mark Neuman, Founder and CIO of Constrained Capital to discuss companies orphaned by ESG, how capital is actually getting constrained, politics in investing, Coke & Pepsi vs Alcohol and Tobacco, and much more!