Do value stocks need inflation to outperform?
Value Stocks Like Higher Inflation
Why the Stock Market Doesn’t Like High Inflation
Why stocks are more like bonds than you might think.
Is Housing a Good Investment?
We need to build more houses.
Golden Age Thinking
Why the good old days are not always as great as they seem in hindsight.
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?
