This market is hurting my brain
April 2020
What Are Your Thoughts?
Josh and I are back with a new “What Are Your Thoughts”
Animal Spirits: Some Good News
On today’s show we discuss:
-The essence of risk management
-Noobwhale investors
-Small business loans
-The spike in unemployment, and much more
No, This is Not the Great Depression
The search term “the great depression” has spiked recently. People are worried, understandably so, that we are about to experience something similar to the worst economic calamity in modern times. I’m going to tell you why these fears are misguided. In 1932 there were roughly 75 million Americans over the age of 21. 11 million…
Is the Bull Market Over?
A 20% decline doesn’t necessarily mean a bull market is over. Neither does a recession.
The Irresistible Force
The Fed versus Main Street
These Are the Goods
-Saving lives and saving the economy
-The best sources of cash
-A cash-free society
-Survival, and much more
The Same, But Different
How long will these scars last?
Their Rightful Owners
Unfortunately if the market continues to deteriorate, stocks will return to their owners, even if they have no rightful claim on them
Animal Spirits: The Great Unwind
On today’s show we discuss:
-A recession for some people and a depression for others
-The most volatile month ever
-What happens with rents and mortgages?
-The crash in demand for gasoline, and much more
