What’s better: high inflation+high rates or high inflation+low rates?
Talk Your Book: Interest Rates and Volatility
On today’s show, we spoke with Jason Barsema about the ins and outs of structured notes, how downside protection works, when it makes sense to use structured notes, and much more.
Living Like Nothing Matters
Some thoughts on the universe.
It’s OK to Be Bearish But It’s Not OK to Stay Bearish
How to think about investing during a prolonged bear market.
Savers of the World Rejoice — Yield is Back
Where should I invest my cash now?
Animal Spirits: Why So Bearish?
On today’s show, we discuss the pros and cons of student loan forgiveness, why the Fed has the ability to talk tough about inflation (for now), the difference between being bearish and being realistic, record high corporate profits, why we’re never going to get enough homes built and much more.
Tough Talk From the Fed
Why the Fed is like your friend at the bar who is always trying to start a fight.
How Business Travel Needs to Change in a Remote Working World
Why I’m so excited about Future Proof.
Talk Your Book: Investing in China
On today’s show, we spoke with Brendan Ahern to give us an update on China, Chinese stock listing issues, investing in China’s largest companies, and much more.
Some Things I Like and Don’t Like About Student Loan Forgiveness
Some pros and cons of the new student loan forgiveness plan.