Some thoughts about the current state of the markets and economy.
Good News-Bad News About the Economy
Bear Markets Are Transitory
How to think about investing during a bear market.
Investing 100% of Your Portfolio in Stocks
Why diversification is important even if you have all of your money in stocks.
Animal Spirits: Is Twitter Dead?
On today’s show, we discuss:
– When to get bullish in the long run
– How to use sell side stock research
– What’s wrong with Disney
– Cruises are underrated
– How the pandemic messed up historical economic relationships
– 8% mortgage rates and 3% mortgage rates
– Why housing prices are still going up, and much more!
3 Overrated Financial Concepts
Why eff you money is overrated.
When Will Interest Rates Really Start to Matter?
Why aren’t higher interest rates having a bigger impact yet?
Remember Don’t Fight the Fed?
Don’t fight the Fed (except when you do).
Is That It For the Housing Market Correction?
What if the housing market correction is basically over before it started?
Animal Spirits: Is the Housing Correction Over?
On today’s show, we discuss:
– The stock market fighting the Fed
– The power of index fund flows
– The most trustworthy source of financial advice
– An economic miracle in the United States
– How to pick a bottom in stocks
– People are desperate for a housing market crash
– Some thoughts on fireworks, and much more!
Anticipated Joy vs. Anticipated Regret
Why balance in all things is so important, yet difficult to pull off.
