On todays show, we are joined by Callie Cox to discuss the December CPI print, the Fed vs the Market, healthy signs in the economy, UNC basketball, and much more!
Animal Spirits: What’s the Negative Catalyst?
On today’s show, we discuss Michael becoming famous for a Bezos prediction, the case for no recession in 2023, the bullish case for stocks, the bearish case for stocks, false signals from an inverted yield curve, why this is not 1970s-like inflation, 2023 movies and much more.
Talk Your Book: What Makes an Index Fund Work
On today’s show, we are joined by Rodney Comegys, Head of Vanguards Equity Investment Group to discuss how indexing works, what makes Vanguard so special, active investing vs passive investing, and much more!
No Recession
There are reasons to be optimistic about the economy
These Are the Goods
Buffett’s reinsurance, getting ahead by working, the case for gold, and much more
The Compound and Friends: It’s GLD, b*tch!
On today’s show, we are joined by fan-favorite JC Parets and All-Star Charts Director of Research, Steve Strazza to discuss all the best charts, gold in 2023, value vs growth, and much more.
Animal Spirits: 10 Predictions For 2023
On today’s show, we discuss the terrible no good year that was 2022 for financial markets, some thoughts on what might happen in 2023, the 4 factors that should impact markets and the economy next year, why investors are still pouring money into Tesla shares, when luxuries turn into necessities and much more.
10 Predictions For 2023
10 things that will or won’t happen in 2023
Animal Spirits: The Tesla Crash
On this week’s show, we discuss the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the economy for 2023, why consensus is wrong most of the time, the car industry is all messed up, why housing prices aren’t falling faster, the year of the sequel and much more.
Talk Your Book: The Rise of Thematic Investing
On today’s show, we are joined by Pavel Vaynshtok, Managing Director, Global Head of Strategy Indices at S&P Dow Jones Indices to discuss the history of indices, why thematics have gotten so popular, how S&P Dow Jones Indices constructs their indices, and much more!