On this week’s what are your thoughts, Josh and I spoke about:
-Snowflake’s wild valuation
-The future of movies
-The most shorted stocks, and more
December 2020
This Recession is Different
In every recession, goods get hit harder than services. This makes sense. You delay that new appliance purchase, but you continue to go to the gym. This recession is different. People who could afford to bought Pelotons and canceled their gym membership. This type of thing is playing out in different areas of the economy….
These Are the Goods
-The future of investing
-Revisiting Wall Street
-A history of benchmarks
This One’s a Head Scratcher
The smallest stocks, the ones most sensitive to the economy, are at an all-time high. How?
Stocks, Both Foreign and Domestic
The past 10 years have been phenomenal for U.S. stocks.
Animal Spirits: The Structured Marketplace
On today’s show we speak with Jason Barsema, co-founder and CEO of Halo Investing about how their platform brings transparency to the structured market place.
The Best Movies You Haven’t Seen
I made a list of what I think are the best movies that you probably haven’t seen
Animal Spirits: Raising the Minimum Wage
On today’s show we discuss:
-Found the crazy Bitcoin price targets
-Companies that are taking care of their workers
-My favorite Substack, and more
The Biggest S&P 500 Addition Ever
The sixth biggest company in the United States is being added to the S&P 500
