Why Would Anyone Invest Right now?

On this edition of What Are Your Thoughts? Josh and I spoke about

  • Is there a such thing as learning too much from economic history?
  • The flight to the suburbs is real and probably not going to end anytime soon.
  • What to make of lululemon’s $500 million acquisition of home workout company Mirror.
  • Small cap value historically leads the market coming out of a recession – will this time differ from the last 50 years?
  • The stock market is close to all-time highs, valuations are too, and the economy is in horrible shape. Why would anyone invest right now?
  • Will we ever go back to the movie theater? Will watching a movie at home ever approximate the theater experience?


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