Some thoughts on how each generation should view the current bear market opportunity set.
Bear Market Opportunities For Every Generation of Investors
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.
Some Questions I Have About Stocks, the Economy & Other Stuff
6 questions I’m pondering at the moment.
Will the Stock Market Fall if Earnings Fall?
Earnings growth vs. stock market returns.
Timing the Stock Market vs. Timing the Bond Market
Why it’s harder to time the bond market than you think.
