Two reasons inflation has remained elevated.
Why Isn’t Inflation Falling?
What Would You Do If You Were Running the Fed Right Now?
Some questions I have about Fed policy.
Animal Spirits: Why Isn’t Inflation Falling?
On today’s show, we discuss the trouble with nailing the bottom in a bear market, why money continues flowing into ARK, why the VIX isn’t higher, sticky inflation, why the bottom 50% has seen their net worth double since the start of the pandemic, Netflix with ads and much more.
Bear Market Opportunities For Every Generation of Investors
Some thoughts on how each generation should view the current bear market opportunity set.
What a Stock Market Bottom Looks Like
There’s an old saying that they don’t ring a bell for you at the top. I know this to be true because investors spent more than 10 years during the bull market of the 2010s calling everything they saw a top. The regime changes are rarely obvious until after the fact. The same is true…
The Worst Kind of Financial Advice
Personal finance advice you shouldn’t take.
What’s the Worst Case Scenario For Stocks?
The biggest risks to the stock market right now.
Animal Spirits: A Tough Break
On today’s show, we discuss a late-night trip to the ER for a broken leg, good news is bad news in the labor market, the last time the Fed sent us into a recession, earnings vs. stock market performance, the inflation burp, what happens to housing prices from here, and much more.
The Last Time the Fed Created a Recession
Differences between now and the 1970s.
Talk Your Book: Investing in Private Credit
On today’s show, we speak with Michael Reisner, Co-CEO of CION Investments about investing in private credit in this environment, how CION can be publicly traded, how a recession may affect floating rate credit investments, and much more.
