6 questions I’m pondering at the moment.
Some Questions I Have About Stocks, the Economy & Other Stuff
Will the Stock Market Fall if Earnings Fall?
Earnings growth vs. stock market returns.
Timing the Stock Market vs. Timing the Bond Market
Why it’s harder to time the bond market than you think.
Animal Spirits: Long-Term Bullish
On this week’s show we discuss why we’re getting more excited about stock prices as they fall, why expected returns are rising, where investors will move their money with higher yields, Credit Suisse vs. Lehman Brothers, how the Fed is breaking things across the globe, why the Bank of England stepped in to buy bonds and much more.
Could We See Another Lost Decade in the U.S. Stock Market?
Could we see another lost decade in the U.S. stock market?
Talk Your Book: Investing in Science Fiction
On today’s show, we are joined by Kevin Kelly, CEO and Founder of Kelly Intelligence to discuss what CRISPR technology is, use cases, and investing in the future of Healthcare 2.0.
Getting Long-Term Bullish
Balancing long-term bullishness with short-term bearishness.
Something I Was Wrong About
How is the government going to afford higher interest rates on its debt?
Surviving a Bear Market When You’re Done Saving
How retirees should think about navigating bear markets.
Animal Spirits: Powell Wants You to Lose Your Job
On today’s show, we discuss is the Fed making a huge mistake, why it’s so difficult to predict the economy, why it’s so easy to be bearish right now, breaking the housing market, why we’ve turned on Jerome Powell, the bullish case for a 60/40 portfolio and much more.
