On today’s show we discuss:
-The slowdown in passive fund growth
-Why you should be careful about contrarian indicator
-Star fund managers, and much more
December 2020
Posts of the Year
Thank you very much for reading along and trying to make sense of this whole thing with me
Why I’m Not Selling Bitcoin
An outsider’s point of view on what I’m doing with Bitcoin
These Are the Goods
Articles Historians will look back at the Coronavirus pandemic as the greatest catalyst for progress and creativity in human history (By Packy McCormick) A dozen other things that money can buy (By Jonathan Clements) Automatically assuming these companies are mispriced may be a mistake (By Michael Mauboussin) I will run out of time before I…
Two Different Markets
The market rewarded the winners as quickly as it punished the losers.
Animal Spirits: Quality Momentum
On today’s show we talk with Joe Terranova of Virtus Investment Partners. We got into some of the biggest lessons from 2020, and Joe’s new ETF that tracks was built on the backbone of quality stocks demonstrating momentum.
3 Reasons Why You Shouldn’t Wait For the Stock Market to Crash
There are many reasonable ways to invest. Waiting for a market crash is not one of them.
Animal Spirits: Never Stop Buying Lottery Tickets
On today’s show we discuss:
-The stimulus bill
-Lack of investor optimism
-The latest with Robinhood, and much more
You’ve Gotta Learn to Crawl Before You Learn To Walk
If the only prerequisite for good investing were having a few losses underneath your belt, everyone would be a good investor.
This is The Way
These businesses are too strong, too dynamic, and have seen the future. There is no going back.
