Josh and I spoke about the best Marks memo in a long time and much more in this week’s What Are Your Thoughts?
January 2021
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
Animal Spirits: 2021 Outlook
On today’s show we discuss:
-The origins of the 60/40 portfolio
-Where to find yield
-How to think about a balanced portfolio with no income
The Flows
All five of Ark’s ETFs produced triple-digit returns in 2020
10 Things I’ll be Watching Closely in 2021
Some things I’m thinking about for 2021
Am I Being Duped?
A friend sold me variable life insurance. Did I get duped?
Animal Spirits: Inflation Truthers
On today’s show we discuss:
-Why it’s so hard to measure inflation, but why it certainly isn’t 10%
-Do valuations matter (yes)
-Why it’s hard to tell good wine from bad, and much more
One of The Great Bubbles of Financial History
Expensive, sure, bubble? I don’t think so.
