On this week’s Animal Spirits Ben and I discuss:
-My plumber’s Sharpe ratio
-Stock splits is the hottest new factor
-The new look Fed, and more
Animal Spirits: The Economics of Parenting
On this episode we discuss the finances of parenting from what you need to buy, how to prepare yourself financially and emotionally, the cost of daycare, saving for college, teaching your kids about money and more.
The Craziest Year Ever? What Are Your Thoughts?
On this week’s episode, Josh and I discuss:
-Why this is the craziest year ever
-The put-call ratio
-Zoom exploding
-Robinhood Traders
-Institutional investors
-and Dow Replacements
Animal Spirits: Asset-Price Hyper Inflation
On today’s show we discuss:
-Modern market cap theory
-The evolution of Fed policies
-Using a car broker, and much more
All Wrapped In One
This year has included some versions of the following:
The income inequality of the gilded age
The election of 1896
The pandemic of 1918
The economy of 1929
The social movements of the 1960s
The stock market of 1987
The speculation of 1999
The housing market of 2006
These Are the Goods
-Distorting market values
-Why the world doesn’t work the way you expect it to
-The right way to do something, and much more
The Way Things Were
Sometimes all it takes is one experience to change your views forever.
Animal Spirits: Sectors & The Business Cycle
On today’s show we sat down with State Street’s Matt Bartolini to discuss investing in different sectors of the stock market and what these sectors can tell us about where we are in the business cycle.
Modern Market Cap Theory
Modern market cap theory, or MMCT, is the idea that there is no upper limit for how big stocks can get.
Animal Spirits: Trickle Up Economics
Description: On this week’s show we discuss the potential for a spending boom when the pandemic is over, what happens to all of the government debt we’re racking up, what happened to the middle class in America, the red hot housing market, a tough fall ahead for students and parents and much more.
