Timing a Recession vs. Timing the Stock Market

It’s not always easy to predict the timing of a recession and what that means for the stock market.

Talk Your Book: Hedging the Different Types of Inflation

On today’s Talk Your Book, we spoke with Don Casturo from Quantix Commodities and Kristof Gleich from Harbor Capital to discuss how to hedge inflation with commodities and ongoing market dynamics within real assets.

The Worst Years Ever For a 60/40 Portfolio

In a recent piece I looked back at the worst years in stock market history because, well, so far this is one of the worst years in stock market history. If the year ended now, we would be somewhere between 1973 and 1941. As many of my astute readers pointed out, the logical follow-up here…

How the Housing Market Has Changed America

Why Florida was one of the final frontiers for development in the United States.

Compounding in the Stock Market is Messy

How compound interest works in the real world.

What If This is a Big Regime Shift in the Markets?

What happens to financial markets if higher rates and higher inflation are here to stay?

Animal Spirits: The Round Trip

On today’s show we discuss what the narrative would be if we went back to new highs, why high oil prices are so worrisome, why the housing market is more important than the stock market, some good news about the U.S. economy, the new Top Gun and much more.