Some thoughts on the similarities and differences between now & the 1970s.
Why Today’s Inflation is Not a Repeat of the 1970s
Talk Your Book: Doubling Down on Crypto
We are joined by Jack Neureuter, Fidelity Digital Assets Research Analyst, and Ramine Bigdeliazari, Director of Product for Fidelity Digital Assets to discuss Fidelity’s relationship and interest in crypto, proof of work vs proof of stake, crypto winter, and much more!
The Agony & Ecstasy of Stock-Picking
Tech stocks show how difficult it is to pick stocks.
In the Markets Nothing is as Dependable as Cycles
Everything is cyclical in the markets.
Which Asset Class is More Attractive Right Now: Stocks or Bonds?
Some thoughts on the relative attractiveness of stocks vs. bonds.
Animal Spirits: Bear Market Math
On today’s show, we discuss the slowing housing market, taking Animal Spirits on the road, why consumers keep spending money, how the stock market moves during a bear market, some optimism for a 60/40 portfolio, why the 4% rule is still alive and well, a bunch of movie recommendations and much more.
Everyone Is Predicting a Recession But No One is Acting Like It (Yet)
Why do consumers keep spending so much money?
The Long-Term is Not Where Life is Lived
How bear markets tempt you into make mistakes.
Why Isn’t Inflation Falling?
Two reasons inflation has remained elevated.
What Would You Do If You Were Running the Fed Right Now?
Some questions I have about Fed policy.
