What if GDP contracts for two quarters but we don’t technically go into a recession?
The Biggest Argument in Finance Right Now
What Should Long-Term Investors Buy During a Bear Market?
Why diversification matters even more during bear markets.
On the Inevitability of Bear Markets
What happens after the worst quarterly returns in stock market history?
Animal Spirits: The Pandemic Broke the Economy
On today’s show, we talk about why the first 6 months of the year were one of the worst ever for financial markets, why it’s so difficult to gauge the economy right now, what’s priced into the stock market, the worst earnings call ever, the psychology behind inflation and much more.
Talk Your Book: The Bull Market in Stupidity
On today’s Talk Your Book, we spoke with Michael Grant of Calamos about today’s macro-environment, how the Fed can guide us to a soft landing, short selling the past 18 months, and much more.
The Worst 6 Months Ever For Financial Markets
The first 6 months of 2022 were dreadful for financial markets. In fact, you could argue we just lived through one of the worst 6 month periods EVER for stocks and bonds. This isn’t hyperbole. The data backs it up. Here’s a look at the rolling six month returns1 for the S&P 500 going back…
What’s Priced Into the Stock Market?
Can the stock market predict a recession?
What’s the Best Travel Rewards Credit Card?
Answering questions about credit card rewards points, airlines, spending and more.
Animal Spirits: Are We Sure a Recession is Coming?
On today’s show we discuss stock market return expectations, the sell-off in commodities, the back and forth on recession predictions, fighting the last war on the economy, why crypto crashed so bad, negotiating your cable bill down, and much more.
Has the Consumer Ever Been More Prepared for a Recession?
Consumer balance sheets are as strong as they’ve ever been heading into a recession.
