Here’s what I chewed on last week
January 2021
Is this Legal?
When Wall Streeters take advantage of the system, it’s called capitalism, but when outsiders do it, it’s called manipulation. This is where the narrative has been over the past 48 hours. At the heart of the debate is a question about what’s right and wrong: how can there be more shares are sold short than…
Animal Spirits: It’s Very Different this Time
On today’s show, we talk about:
-Shifting markets
-YOLO markets
-“Flows over Pros”, and much more
Reflexivity Everywhere
People are paying tens of thousands of dollars for a digital sports highlight.
Timeless Lessons From Today’s Mania
I can’t wait for tomorrow. Be careful out there.
These Are the Goods
Here’s what I chewed on last week
Resist the Temptation
If you feel like you’ve missed a once in a lifetime opportunity, then welcome to the market
Game On
“Smart money” is following the “dumb money”
Animal Spirits: Investing in Fixed Income
On today’s show we discuss:
-How the structure of the fixed income market has evolved over time
-What happened to bond funds and ETFs in March?
-The potential problems with plain-vanilla bond indexes
-How should active bond managers be benchmarked?
-How to find an edge when everybody can do the math
-The enigma that is inflation, and much more
Can Growth Go Out of Style?
TL:DR Yes it can