What happens after a double-digit down year for the stock market?
Demographics vs. Inflation
Will millennials and boomers put a floor under the inflation rate?
The Biggest No-Brainer Investment Right Now?
Fixed income investing finally seems easy…for now.
Animal Spirits: The Crockpot Recession
On today’s show we discuss why the bond market is so confused, why consumers are so confused, why Vanguard continues to dominate, why inflation is finally heading lower, why millennials aren’t as broke as you think, why first-time homebuyers are out of luck and much more.
Will We Ever See Affordable Housing Prices Again?
Why aren’t housing prices crashing?
Talk Your Book: Hidden Pricing Power
On today’s show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss finding wide moats, discovering hidden pricing power, using movie anecdotes to invest, and much more!
Short-Term & Long-Term Inflation Trends
Where does inflation go from here?
Would You Rather Outperform During Bull Markets or Bear Markets?
Why it’s so difficult to outperform the market.
The Mental Accounting of Asset Allocation
Does it make sense to look at your overall portfolio or individual holdings?
Animal Spirits: The Year of Disappointment
On today’s show, we discuss corrections during election years, rich boomers, how great AirBNB is, more issues at Twitter, Successions last season, and much more!