Why are stock pickers having such a hard time? The answer is very simple.
The Most Bullish Signal in the World
Stocks are at all-time highs and big money is as unexcited about their prospects as they’ve been in 20 years.
Animal Spirits Talk Your Book: Crossing Wall Street
On today’s Animal Spirits we talk with the great Eddy Elfenbein about his career, his ETF, and how he views the investment universe.
These Are the Goods
Articles A lot of things do not revert to the mean. By Morgan Housel How can more money cause problems By Blair duQuesnay If you are an aspiring influencer your number one goal should be to look for a different career. By Ramp Capital The hardest part about owning a concentrated portfolio isn’t financial risk…
12 Charts You Ought to See Before the Next Recession
Everything you need to know about recessions.
Where’s the Buyback Beef?
Some killer charts and data from Ed Yardeni on share repurchases.
Animal Spirits: The Least Happy Age
On this week’s show we discuss the never-ending death of the 60/40 portfolio, why it feels logical and irrational to invest overseas right now, why rich people continue to work, how Blockbuster blew it with Netflix, the Influencer bubble may be popping, a recession may not be on the horizon, the age people are the most unhappy, Paul Rudd and much more.
Uncomfortable Reading
It’s important to find people you respect who have different points of view.
These Are the Goods
The best stuff from last week
Netflix Versus Blockbuster
How did Netflix emerge victorious?
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