-Growth over value
-Impostor syndrome
-American troops firing on American veterans, and more
Animal Spirits: Valuations Don’t Matter
We discuss why Zoom is worth more than the 5 biggest U.S. airlines, how many of the pandemic stocks are here for good, Spotify taking over the podcast game, Amazon possibly buying JC Penney, winners and losers from the WFH trend, the summer bull case for Airbnb, why alternative ETFs haven’t worked, what happens to the conference industry and much more.
10 Reasons Why Stocks are More Dangerous than Sports
People are trading stocks like it’s 1999.
These Are the Goods
-Internet rabbit holes
-Pizza arbitrage
-Why nobody cares if you’re wrong, and more
Talk Your Book: Investing in Corporate Real Estate
On today’s show we talk about all things related to corporate real estate in the United States. How has it been affected by COVID-19, what does the future look like, and what does it all mean for investors.
How Sectors are Driving Value and Growth
We have to balance the knowledge of what worked in the past with the uncertainty of what’s going to work tomorrow.
Animal Spirits: Is the Stock Market Wrong?
On today’s show we discuss:
-What a potential vaccine means for stock market
-Why we could see a stock market bubble after this
-Retail bankruptcies
-Pizza arbitrage, and much more
The Beginning of the End?
The market doesn’t always get things right, but it’s nice to have at least a glimmer of hope.
These Are the Goods
-How COVID-19 is killing restaurants
-The bull case for stocks
-The good and bad news for value
-Why indicators have a finite life, and much more
Young Bulls and Old Bears
The world has always been populated by young bulls and old bears.
