Tech stocks aren’t crazy like they were in the late 90s, but that doesn’t mean they’re not a little nuts
Michael Batnick
Animal Spirits: The Future of Education
On this weeks show we discuss the two types of investing mistakes, hangovers and sunburns, when markets actually make sense, migration out of big cities, Tesla’s unbelievable run, a world with no yield, the joys of indexing, options for college kids in the fall and much more.
Up and Down
The market hasn’t calmed down, it’s just that volatility has reversed to the upside
These Are the Goods
-When businesses die
-What is gold?
-40 life lessons, and more
Change My Mind
Why shouldn’t I put every penny I have into these stocks
Animal Spirits: Existential Hurricane
On today’s show we discuss:
-A potential self inflicted double dip recession
-How TIPS can protect you from unexpected inflation
-Google and Facebook are decoupling from the FAANGS, and much more
Why Would Anyone Invest Right now?
Josh and I are back with an all new edition of “What Are Your Thoughts?”
These Are the Goods
-The flash crash
-Small value companies
-The people who get coaches, and much more
The Nominal Robber
Inflation is a silent killer to investor’s portfolios. Thankfully, it’s been dormant for the last few decades, leaving nominal returns mostly intact. However, people are starting to look over their shoulder now, and wondering if the nominal robber will rear its ugly head, thanks to all the money that the fed and treasury are pumping…
The New 60/40 Portfolio
It is impossible, not unlikely, impossible that forward returns will match those of the past
