What happens to financial markets if higher rates and higher inflation are here to stay?
What If This is a Big Regime Shift in the Markets?
Animal Spirits: The Round Trip
On today’s show we discuss what the narrative would be if we went back to new highs, why high oil prices are so worrisome, why the housing market is more important than the stock market, some good news about the U.S. economy, the new Top Gun and much more.
Easy Money is Money Easily Lost
The John Candy investment strategy.
Why Housing is More Important Than the Stock Market
Why housing is such an important financial asset for the economy.
Bear Market Hedges
How much bull market gains are wiped out during bear market losses?
Animal Spirits: The Most Obvious Recession Ever
On today’s show we discuss, the big housing miss, inventory build-ups, private market slowdown, Miami Vices, and much more.
The Two Things That Matter Most If You Own Stocks
Two questions to ask yourself right now.
Animal Spirits: Listener Mailbag
Michael and I answer listener questions with help from Rocket Dollar’s Henry Yoshida.
The Worst Years Ever in the Stock Market
The 11 worst years in stock market history and what happened next.
7 Questions I Have About Stocks & The Economy
Some questions I’m pondering right now.
