Why are interest rate still so low if inflation is so high?
Do Government Bond Yields Still Matter as an Economic Signal?
Animal Spirits: The Most Crowded Stocks
This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Why the stock market doesn’t care about the growth stock crash Speculation in stocks worked in 2020; not so much this year Betting your life savings…
This Bull Market Hasn’t Always Been Easy
There have been plenty of market corrections during the bull market.
Risk & Return Expectations For Crypto
Risk and reward in crypto are attached at the hip.
Talk Your Book: Down with Title Insurance
We spoke with Doma founder and CEO Max Simkoff about title insurance, home appraisals and more.
Market Cap Rules Everything Around Me
The biggest stocks are the only ones that matter right now.
Picking the Losers is Easier Than Picking the Winners in the Stock Market
How to avoid the next GE.
Animal Spirits: Housing Prices Are Still Too Low
Michael and I discuss the impact of Omicron on the market and economy, why bond yields continue to fall, Tesla’s wild options market and much more.
Strategy Follows Structure
Was Vanguard the original DAO?
Growing Accustomed to Fear
Some thoughts on a pandemic that won’t quit.
