On today’s show we discuss:
– The drawdown on Waystar Royco
– Why the housing bubble might have been exaggerated
– Why millennials with money don’t wan’t financial advisors, and much more
Michael Batnick
You Don’t Live in the World You Were Born Into
The rules changed. You don’t have to like it, but you do have to acknoweldge it.
Animal Spirits: Why Annuities Have Higher Yields than Bonds
On today’s show we talk about how advisors are handling the low rate environment
These Are the Goods
Here’s what I chewed on last week
The Relentless Bid
This week’s episode of The Compound and Friends with Eric Balchunas
What I Learned Being Wrong
Don’t buy high multiple stocks on the way down
There’s No Crying in Crypto
On today’s show we talk about:
– The different levels of FOMO
– Bag holding Zillow (sigh)
– Wages outpacing inflation, and much more
Animal Spirits: Real Time Betting Markets
Kalshi is a new platform that allows you to bet on events. For example, will Jerome Powell be replaced by December 1?
These Are the Goods
Here’s what I chewed on this week
The State of Venture Capital
Startups are on fire
