The most successful companies marry great sales with great product.
September 2019
Explainable Beta
ETFs have turned alpha into beta.
These Are the Goods
The best stuff from last week
Animal Spirits On Speed
Animal Spirits video
A Behavioral Prescription
It’s better to panic a little than to panic a lot
Animal Spirits: Economically Unattractive
On this week’s show we discuss the passive bubble talk, private market bubble talk, credit cards, stocks vs the economy, people who own the market, Jeremy Renner’s social media experiment, student loan forgiveness, and much more.
These Are the Goods
The best stuff from last week
The Cost of Doing Parenting Business
The cost of raising children is a big reason why the birth rate has declined in 10 of the last 11 years.
Animal Spirits: Who Are the Losers?
On today’s show we talk about the bubble in passive investing, credit card rates, the rich man’s work out, 1,500 trillion, and much more.
Adequate Diversification
Will a 60/40 portfolio provide adequate diversification in a negative interest rate world?