Why aren’t investors freaking out about bond market losses?
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Convenience is a Form of Wealth
Billionaires don’t like paying taxes. Is it worth it?
Will Higher Rates Spell Doom For the Stock Market?
Why higher rates don’t necessarily spell doom for the stock market.
Talk Your Book: The Bull Case for India
On today’s show, we are joined by Anupam Ghose, Managing Partner at System Two Advisors to discuss:
– Why the China story is different than the India of today
– India’s macro tailwinds
– How GDP growth translates to higher stock prices
– Risks involved when investing in India, and much more!
The Psychology of Inflation
Inflationary loss aversion stings.
How Long Does it Take For a 10 Bagger in the Stock Market?
The virtues of long-term investing.
Knowledge Alone Doesn’t Change Behavior
How many investors have the ability to change their behavior?
How to Lie With Charts
Are new home prices really crashing?
The Difference Between Market Timing & Risk Management
Some thoughts on how and when to make changes to your portfolio.
How Bad is Wealth Inequality in America?
Last week I wrote about how the collective net worth of Americans is at a new all-time high. A reader asked a fair follow-up question: I’d be interested in seeing the concentration of that net worth though…I’m guessing it’s an inverted direction. Just because many households are richer than ever doesn’t mean all of them…