Allow me some 1990s nostalgia.
This is the Best U.S. Economy Since the 1990s
Can You Live On Dividends From Your Portfolio?
A short history of dividends on the U.S. stock market and what it means for retirement planning.
Animal Spirits: New All-Time Highs
On today’s show, we discuss:
– The average length of bull and bear markets
– What’s up with Small Cap stocks
– $8.8T in cash
– No show China
– The vibesession is over
– The softening labor market
– Airline credit cards
– 0% rate loans
– The Bitcoin ETF, and much more!
Respect the Accomplishments, Don’t Envy the Person
Some stories about Thomas Edison, Micheael Ovitz and Michael Crichton.
Talk Your Book: Live at FARMCON
On today’s show, we are live at FARMCON to discuss:
– The macro economy and inflation in 2023 and 2024
– Commodity trading with legendary trader Andy Daniels
– How behavioral finance affects investment decisions, and much more!
New All-Time Highs After a Bear Market
What happens to the stock market following new all-time highs after a bear market?
Did the Pandemic Save us From a Retirement Crisis?
Are older Americans more prepared for retirement than people think?
What is the Historical Rate of Return on Housing?
Comparing returns on stocks, bonds, cash and gold to the U.S. housing market.
Animal Spirits: The Cash-Returning Machine
On today’s show, we discuss:
– Setting return expectations moving forward
– US Large Cap stocks generating a ton of cash
– A bear market in used cars
– An update on Bitcoin ETFs
– Great Quarter Guys
– Driving in a blizzard, and much more!
The Holy Grail of Portfolio Management
Why I’m not worried about higher stock and bond correlations.
