July 2020

Animal Spirits: The Future of Education

On this weeks show we discuss the two types of investing mistakes, hangovers and sunburns, when markets actually make sense, migration out of big cities, Tesla’s unbelievable run, a world with no yield, the joys of indexing, options for college kids in the fall and much more.

Up and Down

The market hasn’t calmed down, it’s just that volatility has reversed to the upside

Animal Spirits: Existential Hurricane

On today’s show we discuss:

-A potential self inflicted double dip recession
-How TIPS can protect you from unexpected inflation
-Google and Facebook are decoupling from the FAANGS, and much more