On today’s show, we are joined by Guy Spier, Managing Partner of the Aquamarine Fund, and famous lunch partner of Warren Buffett to discuss:
– Guys lunch with Warren
– Value investing in 2023
– Investing in streaming stocks
– Nvidia’s blowout quarter, and much more!
The Great and Awful Thing About These Interest Rates
Goldilocks is a fairy tale.
Animal Spirits: Rates to the Hilt
On today’s show, we discuss:
– If bonds are more attractive than stocks right now
– A lost decade for bonds
– Michael Burry’s predictions
– Why the economy is so hard to predict right now
– The latest Netflix documentaries, and much more!
Rates Rule Everything Around Me
Things that are known by everyone doesn’t drive alpha
How You Feel About Money Changes Over Time
Your relationship with money changes over time
Talk Your Book: Customizing Your Assets
On today’s show, we had Matt Radgowski, CEO of Halo Investing to discuss:
– Customizing your own assets
– Utilizing notes as a hedge
– Latest innovations in defined outcome products, and much more!
These Are the Goods
Here’s what I chewed on last week
The Compound and Friends: The Year Everyone Got Wrong
On today’s show, we are joined by Eric Balchunas, Senior ETF Analyst for Bloomberg and Jeremy Schwartz, Wisdom Tree CIO to discuss:
– The year everyone got wrong
– Why Wall Street is bullish on housing
– Bitcoin ETF news
– NVDA valuations, and much more!
If I Gave you the News
Even if you knew tomorrow’s news today, you wouldn’t necessarily be able to make money off of that knowledge
Stocks Versus Bonds
Valuations matter. Usually. Eventually.