On today’s show, we discuss the pros and cons of student loan forgiveness, why the Fed has the ability to talk tough about inflation (for now), the difference between being bearish and being realistic, record high corporate profits, why we’re never going to get enough homes built and much more.
Tough Talk From the Fed
Why the Fed is like your friend at the bar who is always trying to start a fight.
How Business Travel Needs to Change in a Remote Working World
Why I’m so excited about Future Proof.
Talk Your Book: Investing in China
On today’s show, we spoke with Brendan Ahern to give us an update on China, Chinese stock listing issues, investing in China’s largest companies, and much more.
Some Things I Like and Don’t Like About Student Loan Forgiveness
Some pros and cons of the new student loan forgiveness plan.
Two Predictions
Some thoughts on housing and Black Friday.
Why Are TIPS Losing Money With Inflation at 9%?
Why are TIPS down this year?
Animal Spirits: Price Drives Narrative
On this week’s show, we discuss the ever-changing narratives in the stock market and economy, iron-clad rules of investing, why markets are so confusing right now, a wider bid-ask spread in the housing market, crypto’s LTCM moment, and much more.
Exceptions to the Rule
What do you do when your market signals disagree with one another?
Why People Make Dumb Financial Decisions on Purpose
Probabilities vs. the real world when it comes to big money decisions.