The world has changed. Businesses have changed. Investment analysis needs to change too.

Our feelings change with the passage of time. 

On today’s show we discuss:

– Why rising mortgage rates might not slow down housing prices
– What are individual investors trading now?
– Netflix’s price increase, and much more
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Interest rates are the lifeblood of an economy. The cost of money impacts everyone in one form or another. Money has been free for a while. Not anymore.* The chart below shows interest rates over the last year. Short-term rates are still pinned to the ground, while at the same time we’re seeing some serious…

On today’s show we discuss:

– ESG investing before it was cool 
– The Investment Case For Corporate Diversity
– Environmental investing, and much more

There is a lot of liquidity out there. Andreesen Horowitz announced that they raised a fresh $9 billion to invest in their venture, growth, and bio funds. Today, FTX announced the launch of a $2 billion venture fund. CB Insights just published their State of Venture 2021 report and all arrows point in the same…

Our Thing, Plain English, and The Compound and Friends

Bear markets can wipe out years worth of gains

On today’s show we discuss:

– The fed’s precarious position
– Incumbents outperforming disruptors
– New rules, and much more