Why the good old days are not always as great as they seem in hindsight.
Golden Age Thinking
Animal Spirits: Inflation at Disney World
On today’s show, we talk about the huge moves after earnings, why people don’t change their consumption habits, Ben’s trip to Disney World, and much more.
Was the Pandemic Actually Bad for Companies Like Peloton & Netflix?
Why the pandemic was actually bad for Peloton, Netflix, Zoom and Robinhood.
Talk Your Book: Disruption as an Asset Class
We spoke with Kristof Gleich and Spenser Lerner from Harbor Capital about investing in growth stocks.
8 Of The Biggest Investing Myths
Challenging some investing myths.
Diversification Isn’t Undefeated But It Never Gets Blown Out
Why I love diversification.
The Difference Between a Portfolio and a Plan
Should you trim back your crypto gains or let them run?
Animal Spirits: Stocks Work Best at Night
On today’s show, we discuss growth stocks, stablecoin v bitcoin, big tech earnings, real estate movements, and much more.
Why It Could Be Years Until We See a Normal Housing Market
Why it’s going to be a long time until we see a normal housing market.
Animal Spirits: Listener Mailbag
Michale and I answer listener questions with a little help from Henry Yoshida.
