Today’s growth stock crash vs. the Nifty Fifty stocks of the 1970s.
Animal Spirits: Elon Buys Twitter
On today’s show, we discuss what Elon Musk can do with Twitter, bonds & stocks falling together, growth stocks keep getting killed, and much more.
It’s OK to Be Confused Right Now
“If you’re not a little confused by what’s going on (in the economy) you don’t understand it. We’re in unchartered territory.” – Charlie Munger
Talk Your Book: Investing in Human Capital
On today’s show, we talk about identifying and improving our irrationality, the creation of the human capital factor, and much more with Professor Dan Ariely and CIO of Harbor Capital Kristof Gleich.
What Does the Bond Market Rout Mean for the Stock Market?
Is the bond market in more trouble than the stock market?
Why Aren’t Rich People Happier?
Why are so many tech billionaires so cynical and unhappy?
Paying For College Twice
The biggest cost of having a child.
Animal Spirits: A Recession is Coming
On today’s show, we discuss taking Twitter private, why tech billionaires are so unhappy, why no one is positioned for a commodities supercycle, the best pool drink, a normal housing market, and more.
4 Reasons the Housing Market Won’t Crash
Some structural reasons housing could remain strong even in the face of rising mortgage rates.
Complicated Geniuses
The similarities between Elon Musk and Bill Murray.