On today’s show we discuss peaking inflation, confused banks, whys stocks are the best inflation hedge, and much more.
Animal Spirits: Extreme Cost Cutting
The Longest & Shortest Bear Markets
My latest Fortune piece looks at how to think about bear markets depending on where you are in your investing lifecycle.
The Last Time Inflation Was This High
Similarities and differences between now and the inflationary 1970s and early–1980s.
Stocks For the Long Run
Stocks, bonds and cash over the long run and the short run.
What Returns Should You Expect For Stocks & Bonds Over the Long Haul?
What are the real returns investors should expect in stocks and bonds going forward?
Animal Spirits: Volatility Hits Main Street
On today’s show, we discuss stocks for the long run, Elon’s Twitter debacle, the labor market vs. inflation, the number of cycles we’ve experienced since the pandemic, peak inflation, and much more.
Why the Financial Goalposts Are Always Moving
Why doesn’t more money make you happier?
Talk Your Book: The State of Commodities
On today’s show, we’re joined by Sal Gilbertie of Teucrium ETFs to give us an update on global commodities markets, Russia’s weaponization of wheat, and much more.
Investing a Lump Sum When the Stock Market is Down
Lump sum vs. dollar cost averaging in a bear market.
Talk Your Book: The State of Venture Capital
On today’s show, we discuss similarities between the late 90s and today, how tough it is to get VC exposure, current market dynamics within the private markets, and much more.
