Houses have never been more or less affordable
Michael Batnick
There is So Much Money Sloshing Around
Everything is at an all-time high in private markets
Animal Spirits: High School Reunion
On today’s show we discuss:
– How are checks still a thing?
– The “take your job and shove it” indicator
– If you could only know one thing about the future, and much more
The Stock Market is Outperforming Most Stocks
We’ve seen plenty of worries about breadth over the last decade. Most of them haven’t mattered.
Animal Spirits: Quality Value
On today’s show we talk with Eric Schoenstein of Jensen Investment Management about how to find growth without overpaying
These Are the Goods
Here’s what I chewed on last week
There’s A Lot of Wealth
60,000 people have $100 million
Who’s Driving Up Home Prices?
Institutional investors are not the reason why home prices are rising
Animal Spirits: $35 Trillion Giveaway
On today’s show we discuss:
– Why the economic plumbing of our country needs to be updated
– The downside of Twitter
– Why Robinhood is the ultimate social network, and much more
Forget the Bulls, Watch the Bears
If there’s one iron law in the financial markets, it’s that people will be bearish at the bottom.