How a financial bubble can impact your risk appetite.
The Biggest Asset Bubble in History
Animal Spirits: Business Optimism Crashes
On today’s show, we discuss regional bank failures, confidence in the Fed, international diversification, the V-shaped recovery in the labor market, vibes vs. data in the economy, the best company in the world, middle age, and much more!
The Case For International Diversification
Why should I invest in international stocks?
Some Things the Fed Doesn’t Control
The Federal Reserve has less control over inflation and the labor market than you think.
Concentration in the Stock Market
Is the stock market too concentrated at the top?
Stock Market Tops, Bottoms & Middles
How to be patient when investing in the stock market.
Animal Spirits: Bear Market Lessons
On today’s show, we discuss never shorting junk food, a purgatory market, why spending isn’t slowing down, our first mortgage rates, the First Republic takeover, and much more!
How Interest Rates & Inflation Impact Stock Market Valuations
A historical look at valuations by interest rate and inflation levels.
Talk Your Book: CLOs – The Providers of Leverage
On today’s show, we are joined by Thomas Majewski, Founder and Managing Partner of Eagle Point Credit Management to discuss what a CLO is, the differences between a CLO and a CDO, the 2023 banking crisis, and much more!
Find the Torture You’re Comfortable With
How Jerry Seinfeld’s jokes relate to investing.
