I never wanted the stock market to go down, even though I was surprised to see it going up.
Animal Spirits: Is the Fed Too Entrenched?
On today’s show we discuss:
-Why an expanding money supply isn’t leading to more inflation
-Will fiscal stimulus be used to combat recessions going forward
-What are bond investors to do, and much more
Rotation
The laggards are trying to play catch up
Rest In Peace Jon
The world lost someone special today
Animal Spirits: Bad Ideas
On today’s show we discussed:
-The 4% rule
-The transfer of stocks from boomers to millennials
-What history will say about us 100 years from now, and much more
Is Amazon In Trouble?
Amazon is on fire, but Covid has forced its competitors to play catch up.
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.