The best stuff from last week
July 2019
Things We Worry About
Everything changes at all-time highs.
Global Investor Expectations
The expectations are too damn high
Animal Spirits: The Next Big Short
Mention Animal Spirits to receive 20% off (*New YCharts users only) On today’s show we discuss The earnings season playbook COME SEE US AT WEALTH/STACK When does trading happen? HQ traffic is crashing RIP Mad Magazine Rich Dad, Poor Dad ¯\_(ツ)_/¯ Walmart is losing a lot of money on its e-commerce efforts Are banks a big short…
The 7 Deadly Sins of Investing
Josh, Ben and I spoke about how the 7 deadly sins can show up in investor’s portfolios.
Animal Spirits, Talk Your Book: The Acquirer’s Fund
On today’s Animal Spirits, Ben and I talk with Tobias Carlisle who is out with a new ETF.
Stop Counting Other People’s Money
Buy this, lease that. How we spend and save is a personal decision. It’s easy to be influenced by what other people are doing. It’s hard to understand that you only see what they choose to show you.
These Are the Goods
The best stuff from last week
Drugs in the Lab and Some Other Things
Just a few things
The Best Ten Years Ever
This has been one of, if not the best ten-year period that the U.S. stock market has ever seen.