The case for owning bonds right now.
Animal Spirits: Peak Pessimism
On today’s show, we discuss how wild and crazy the past 3 years have been in the markets, why the Fed is in such a precarious position, the number of stocks getting hammered, the Warren Buffett of crypto, the most re-watchable movie of all-time and much more.
Timeless Lessons From the 2020-2022 Cycle
5 investment lessons from one of the craziest market environments ever.
How Long Does it Take For Stocks to Bottom in a Bear Market?
How long does it take for a bear market to bottom?
The Present & the Past of Inflation
Having an open mind about what comes next with inflation.
How to Hedge Falling Housing Prices
Mortgage rates just doubled in less than 6 months.
Animal Spirits: The Fed is Being Punished
On this week’s show we discuss the current market sentiment, the official bear market in U.S. stocks, why the Fed is making a mistake, the insane move higher in interest rates, the crypto winter, and more.
Increase Your Exposure to Humility During a Bear Market
What makes this bear market so unique.
Talk Your Book: High Quality Growth Stocks
On today’s show, we spoke with Allen Bond from Jensen Investment Management about finding high-quality growth stocks and investing during a bear market.
S&P 500 Sector Quilt
Why it’s so difficult to pick the best sectors to invest in.