How to invest a big pile of cash when you don’t have an investment strategy.
How to Invest if You’re Sitting on a Pile of Cash Right Now
Animal Spirits: Are Stocks Cheap?
On today’s show we discuss the greatest company in history, why the bear market is over, why this might not be a new bull market, why the economy keeps humming along, what falling inflation means for the markets, why martinis are overrated, how much you should pay for a kids meal at a restaurant and more.
This is Why You Stay the Course
Doing nothing is harder than it sounds.
Talk Your Book: The Electrification of America
On today’s show, we are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!
Can We Have a New Bull Market With 3% Unemployment?
The relationship between stock market returns and the unemployment rate.
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!
