This one surprised me. Momentum exists in large cap indices, not small ones.
November 2019
Animal Spirits: The Nastiest, Hardest Problem in Finance
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss The TD/Schwab deal The nastiest, hardest problem in finance A vertical bathtub Why no one is moving… …And boomer homes Zillow’s plan for world domination Spending per child Spotify and…
A Distinction With a Difference
Business books are better than books about business.
Animal Spirits Talk Your Book: Value and Momentum with Jack and Wes
What’s going on with value?
How should value be measured?
How should we benchmark these strategies?
How Jack and Wes discovered and adopted momentum
The differences between momentum and trend following and growth, and much more
These Are the Goods
The best stuff from last week
The Greatest Investor of All Time?
In this video we debate who is the greatest investor of all time.
20 Signs That The Stock Market Is About To Top
Old metrics don’t work anymore, here are some signs to look for to identify a stock market top
How Luck Changes The World
Never underestimate the role of luck
Animal Spirits: The Worst Call ever
On today’s show we discuss:
-Disney+ and Ben’s fillibustering
-A billion people IPOd
-Shorting Netflix for 15 years
-Scaring older, religious investors, and much more
The Money You Don’t Invest
It’s probable that returns will be lower over the next decade but that doesn’t mean you should stop investing