On this week’s show we discuss the current market sentiment, the official bear market in U.S. stocks, why the Fed is making a mistake, the insane move higher in interest rates, the crypto winter, and more.
Animal Spirits: The Fed is Being Punished
Increase Your Exposure to Humility During a Bear Market
What makes this bear market so unique.
Talk Your Book: High Quality Growth Stocks
On today’s show, we spoke with Allen Bond from Jensen Investment Management about finding high-quality growth stocks and investing during a bear market.
S&P 500 Sector Quilt
Why it’s so difficult to pick the best sectors to invest in.
What Does a Normal Housing Market Look Like?
The housing market is finally starting to normalize.
Bucketing Your Assets in Retirement
How to bucket your assets in retirement.
Animal Spirits: Good News is Bad News
On today’s show we discuss why everyone thinks we’re already in a recession, living paycheck to paycheck on $250k a year, why crypto makes more sense in a bull market, why it feels like the stock market should be down way more, Top Gun: Maverick and much more.
Timing a Recession vs. Timing the Stock Market
It’s not always easy to predict the timing of a recession and what that means for the stock market.
Talk Your Book: Hedging the Different Types of Inflation
On today’s Talk Your Book, we spoke with Don Casturo from Quantix Commodities and Kristof Gleich from Harbor Capital to discuss how to hedge inflation with commodities and ongoing market dynamics within real assets.
The Worst Years Ever For a 60/40 Portfolio
In a recent piece I looked back at the worst years in stock market history because, well, so far this is one of the worst years in stock market history. If the year ended now, we would be somewhere between 1973 and 1941. As many of my astute readers pointed out, the logical follow-up here…
