Michael and I discuss the roaring 20s, the end of cash, people quitting their jobs, growth taking out value again and more.
Search Results for: "benchmark"
How Much Should You Have Saved in Your 30s?
Retirement planning for people in their 30s.
Animal Spirits: An Affordability Crisis
Michael and I discuss housing market affordability, how much income is required to be considered wealthy, the best movies of 1993 and more.
What If Interest Rates Don’t Matter as Much as We Think?
Is it possible investors overestimate the importance of interest rates on markets?
How the Stock Market Works
A chapter about the stock market from my latest book.
Everything You Need to Know About Retirement
A deep dive on saving, investing and preparing for retirement.
How Are Institutional Investors Ever Going to Hit Their Return Targets?
A short history of institutional investor asset allocations.
Animal Spirits: Democracy Has Failed
Michael and Ben discuss the quick correction in tech stocks, Softbank buying call options on tech stocks & more.
The New Fed Mandate: Full Employment & Asset Bubbles?
As recently as the 1990s, investors were forced to guess what the Federal Reserve was going to do next based on the width of Alan Greenspan’s briefcase.1 Communication from the Fed is still relatively new, maybe two decades old. The 2008 crisis brought the Fed into the information age as Bernanke and company upped their…
Investment Policy for Institutional Investors
Charley Ellis once said, “Investment policy does not enjoy much popularity. Almost everyone agrees that it is a “good” thing, but almost no one does anything about it.” I’ve had conversations with a number of institutional investors over the past few months because a crisis is typically the time organizations either (a) realize they don’t…