Two housing market booms in the same century.
An Incredible Chart of the Housing Market
Talk Your Book: The Opposite of ESG
On today’s show, we are joined by Mark Neuman, Founder and CIO of Constrained Capital to discuss companies orphaned by ESG, how capital is actually getting constrained, politics in investing, Coke & Pepsi vs Alcohol and Tobacco, and much more!
How Long Will It Take Inflation to Hit the Fed’s 2% Target?
A historical look at the inflation rate.
Money Lessons From The White Lotus
Money lessons from Daphne, Cameron, Ethan, Harper, Tanya, Quentin and crew.
Demographics vs. the Stock Market
Are baby boomers going to crash the stock market?
Animal Spirits: Peak Inflation
On today’s show we discuss inflation rolling over, the possibility of a soft landing, Santa Claus rallies, SBF getting arrested, what a housing market comeback would look like, picking stocks vs. picking stock-pickers, The White Lotus season 2, and much more.
How Often is the Market Down in Consecutive Years?
Stocks and bonds are rarely down two years in a row but it can happen.
Talk Your Book: Insourced CIO
On today’s show, we are joined by Joe Mallen, CIO of Helios to discuss what he’s hearing from advisors in this environment, insourced vs outsourced CIOs, bond and equity attractiveness going forward, and much more!
Some Thoughts About Investing
Some random thoughts about markets and investing I’ve been thinking about lately: The fear of missing out and the joy of missing out are two sides of the same coin. In bull markets, you feel like an idiot for not going all-in on the highest of high fliers. In bear markets, that FOMO quickly turns…
What Happens If Housing Prices Fall 20%?
Nationwide price declines in the housing market are relatively rare. Since 1987, there have been just three times when the Case-Shiller National Home Price Index has been in a state of drawdown: The first was in the early-1990s when housing prices fell a little more than 2% nationally. Then you have the housing crash at…
