Some killer charts and data from Ed Yardeni on share repurchases.
On this week’s show we discuss the never-ending death of the 60/40 portfolio, why it feels logical and irrational to invest overseas right now, why rich people continue to work, how Blockbuster blew it with Netflix, the Influencer bubble may be popping, a recession may not be on the horizon, the age people are the most unhappy, Paul Rudd and much more.
It’s important to find people you respect who have different points of view.
The best stuff from last week
How did Netflix emerge victorious?
Vanguard recently conducted a study where they examined the trading behavior of 8.4 million households
The vehicles are passive, the drivers are anything but.
On today’s show we discuss
-How underwear can predict recessions
-How much studios are spending on content
-The NBA and China Debacle
-How long millennials plan on working, and much more
GMO’s most recent 7-year forecast does not paint an especially pretty picture for stocks or for bonds.
On today’s show, we discuss:
-Malcolm Gladwell blow back
-From his first two books, what aged the best and what aged the worst?
-Favorite quotes, studies, and anecdotes?
-Today’s Tipping Points, and much more