Facts can mislead and truths can lie
October 2020
These Are the Goods
-The new private markets
-Another look at the permanent portfolio
-One of the best econ books I’ve ever read, and more
Your Home is Not an Investment
For most people, your house is your biggest asset and also your biggest liability. So it’s understandable to think about the financial implications of the most significant purchase you’re ever going to make. But a home is about more than what you buy it for and what you think it will be worth in ten…
Animal Spirits: Protecting the Tails
On today’s show we discuss:
-Investing in a low rate world
-Hedging the upside
-Protecting the downside, and much more
Animal Spirits: Living Through History
-If Facebook and Robinhood had a baby
-Home advice from Ray Dalio
-Why social security will never go away, and much more
New WAYT!
-Portnoy and Barry
-Solar versus Oil
-Growth stocks delivering, and much more
These Are the Goods
-A Disney bundle
-IPO fever
-Portnoy with Ritholtz, and more
Animal Spirits: A Random Talk
On today’s episode, Ben and I sit down with a living legend, Burton Malkiel
Luck and Success
I won’t go as far as saying that every successful person got lucky, but every successful person can thank luck for playing at least some role in their life.
