Here’s what I chewed on last week
January 2021
You Gotta Be Kidding me
There were some insane headlines this week in the stock market
Animal Spirits: Investing in Private Real Estate
On today’s show we talk about:
-How to access the private real estate market
-What’s different about FundRise versus traditional private real estate investments
-How real estate has held up during the recession
The Power of Story Telling
“She got lucky with Tesla.”
Animal Spirits: The Next Tesla is Tesla
On today’s show we discussed:
-Is inflation coming? And much more
-Trillions of dollars in negative earning tech-stocks
-Credit where credit is due
Rotation
Only 51 stocks in the S&P 500 have done worse than Amazon over the last six months.
Knee-jerk Dismissiveness
Josh and I spoke about the best Marks memo in a long time and much more in this week’s What Are Your Thoughts?
Animal Spirits: Should I Use a Roth or a Traditional IRA?
On today’s show we spoke with Bill Sweet about the pros and cons of using a traditional IRA versus a Roth
The Stock Market is Causing the Bubbles
There is not a bubble in the index, but there are bubbles inside of it and around it
These Are the Goods
Here’s what I chewed on last week