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On today’s show we discuss:
- Modern market cap theory
- Evolution of Fed mandates
- Averaging is the new targeting
- They’re gonna hold at zero for 5 years
- The median stock has never been more expensive…
- …And has been for years
- Individual investor boom
- Growth has beaten value since inception? Not so fast.
- More workers more problems
- Amazon’s going cashierless
- It’s a great time to be a car dealer…
- …Which is why I used a broker
- Millennials are buying houses
- Sovereign funds rethink real estate investments
- Whisper (COVID-19)
- Baby bonds
- Saving for college
Listen here:
Recommendations:
- Casablanca (HBO Max)
- The Great Inflation
- Allied
Charts:
Tweets:
How does anyone take this guy seriously? pic.twitter.com/XBQeoq9G7E
— Alex Kantrowitz (@Kantrowitz) August 27, 2020
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