The level of bearishness from older folks, given where the market is, is both surprising and completely understandable.
July 2020
Animal Spirits: Fixed Income in a Low Rate Environment
On today’s show we discuss:
-How to think about bonds that don’t have much yield
-The Fed’s actions in the first quarter
-Some alternatives to treasuries
Smashing
The bar keeps moving higher and these companies keep jumping over them.
What Happens Next?
Do strong returns in the short-term mean revert?
The Permanent Portfolio
Everything is working
Animal Spirits: The Golden Age of Fraud
On today’s show we discuss:
-My shoe shine boy story
-The red hot housing market
-Gold’s breakout, and much more
Does the Financial Media Affect the Stock Market?
The financial media can move stocks, but they don’t move the stock market
These Are the Goods
-Time to start worrying about inflation?
-Tom Hanks and Dan Carlin, so good
-The bubbly parts, and more
Why Everyone’s Trading
This is a wild story
The Light of History
Nearly 80% of stocks in the S&P 500 have a higher dividend yield than the 10-year treasury rate