Long-term bonds vs. short-term bonds.
A Short History of Interest Rate Cycles
Animal Spirits: Are Bonds Competition For Stocks?
On today’s show, we discuss Michael’s trip to Disney, the economy is too hot to not go into a recession, why inflation remains elevated, the junk stock rally, why housing prices aren’t falling faster, an appreciation for streaming, and much more.
Will High Risk-Free Rates Derail the Stock Market?
High short-term rates vs. the stock market.
Talk Your Book: The “Tech Heavy” Nasdaq
On today’s show, we are live from the Exchange ETF conference in Miami with Phil Mackintosh, Chief Economist and Senior Vice President at Nasdaq to discuss where interest rates may go this year, if we’re in a recession, IPO performance, and much more!
Does Long-Term Investing Work Outside of the United States?
Is it worth it owning international stocks?
Trade-Offs in The Economy, Markets & Life
Three thoughts on the trade-offs involved in the economy, markets and life: 1. There is no such thing as a perfect economy. This was the general environment for the 2010s: Low GDP growth Low inflation Stagnating wages A slow labor market High(ish) unemployment rate 0% interest rates A booming stock market This is the post-pandemic…
Can Covered Call Options Serve as a Bond Replacement?
How a covered call strategy works.
How Much is Enough to Retire Comfortably?
Do you really need $3 to $5 million to retire comfortably?
An Ongoing Stimulus in the Economy For Years to Come
Why low mortgage rates during the pandemic could impact the economy for years to come.
Talk Your Book: Investing in Quality Growth
On today’s show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss how return on equity works, dealing with changing moats, setting expectations for returns, and much more!
