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.
Animal Spirits: Volatility Hits Main Street
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.
The Biggest Argument in Finance Right Now
What if GDP contracts for two quarters but we don’t technically go into a recession?
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.
