Amazon is on fire, but Covid has forced its competitors to play catch up.
Michael Batnick
These Are the Goods
-The creator of the 4% rule
-The dominance of AirBnb
-A deep dive into audio, and much more
Trading Through the Pandemic
Robinhood traders bought the dip that they were waiting for? Sorry, I’m not buying that.
Animal Spirits: What’s in an Index?
On today’s show we discuss:
-How advisors can use The Index Standard to look under the hood of their investments
-The coming boom in alternative ETFs
-The problem with backtests
This Time Was Different
We must be very careful about what we think we know.
Chart of the Day
Companies issued a ton of debt in the third quarter
Animal Spirits: Bearish the Whole Way Up
On today’s show we discuss:
-Has the “election doesn’t matter to stocks” pendulum swung too far?
-Are traders getting better?
-The coming travel boom, and much more
New WAYT!
-Modern monopolies
-Disney going all in
-Millennial renters, and much more
And Now, Some Bad News
Facts can mislead and truths can lie
These Are the Goods
-The new private markets
-Another look at the permanent portfolio
-One of the best econ books I’ve ever read, and more
