My favorite books I read in 2022.
The Best Books I Read in 2022
What Kind of Landing Are We Going to Get in the Economy?
What’s the most likely outcome for the economy from here?
What’s Going to Happen in the Stock Market Next Year?
Some thoughts on the stock market in 2023.
Animal Spirits: Buy the Dip is Dead
On today’s show, we talk about why the stock market is getting crushed this month, what one year’s returns mean for the next year, why retail investors are still buying tech stocks, 3 scenarios for next year’s market, the Fed’s 2% inflation target, why there will never be a perfect economy, the Avatar sequel and much more.
An Incredible Chart of the Housing Market
Two housing market booms in the same century.
Talk Your Book: The Opposite of ESG
On today’s show, we are joined by Mark Neuman, Founder and CIO of Constrained Capital to discuss companies orphaned by ESG, how capital is actually getting constrained, politics in investing, Coke & Pepsi vs Alcohol and Tobacco, and much more!
How Long Will It Take Inflation to Hit the Fed’s 2% Target?
A historical look at the inflation rate.
Money Lessons From The White Lotus
Money lessons from Daphne, Cameron, Ethan, Harper, Tanya, Quentin and crew.
Demographics vs. the Stock Market
Are baby boomers going to crash the stock market?
Animal Spirits: Peak Inflation
On today’s show we discuss inflation rolling over, the possibility of a soft landing, Santa Claus rallies, SBF getting arrested, what a housing market comeback would look like, picking stocks vs. picking stock-pickers, The White Lotus season 2, and much more.
