Is it possible that the stock market bottom is in as the economy continues to worsen?
Animal Spirits: The Historic Surge in Unemployment
On today’s show we talk about
-The unemployment report
-How we feel when the market goes up or down big
-What’s priced in?
-The best books about financial panics, and much more
Why The Stock Market Rallies on Bad News
Why the stock market rallies on bad news
The Best Books about Financial Panics
The best books that I’ve read about financial panics.
What Do You Do Now?
With investing, less is more because every decision you make makes the next one harder.
What is Happening in the Stock Market?
Yesterday was the best day for stocks since 1933. Last Monday was the worst day since Black Monday in 1987. The volatility has been absolutely dizzying. What the hell is going on? Market professionals know this all too well, but the average citizen watching this might think the market is broken. The market is not…
Animal Spirits: The First Thing To Go In A Crisis
On this week’s show we discuss hindsight bias when the crisis is over, impressive measures by other countries, turmoil in the bond markets, will we get a new generation of Depression babies, the need for fiscal stimulus and more.
The Essence of Risk Management
Risk is always present even if we don’t always feel it
These Are the Goods
The best stuff from last week
Animal Spirits: Bailout Main Street
On today’s episode, we discus:
-The number of businesses impacted by the Coronavirus shutdown
-The potential fiscal stimulus plan
-Why interest rates are rising
-How to think about rebalancing into the pain
-Great Depression comparisons and much more.
