The dollar matters, but it’s not the only thing that matters
Animal Spirits: Inflation Ahead
On today’s show we discuss:
-Why inflation might show up
-The new 60/40 portfolio
-Fidelity’s data snafu, and much more
The Biggest Stock Market Rally Ever
The market will always find new ways to surprise us
A Small Update on the Giants
The big 5 are now 22% of the S&P 500
These Are the Goods
-Size versus speed
-Buying stocks in bankruptcy
-The ideal amount of talking, and more
An Army of Day Traders
On this week’s Animal Spirits, Ben and I spoke about Dave Portnoy and his army of day traders
Animal Spirits: Advisor Solutions with Helios
On today’s show we discuss how financial advisors are leveraging Helios to focus on their core competency
Market Cap Madness?
Betting against stocks that are going up is a game that most of us should just watch and not play.
One out of Five Investors Sold All of Their Stocks
You should never think in terms of all in or all out
Animal Spirits: The Opposite of a Falling Knife
On today’s show we discuss:
-Who’s driving the stock market?
-Doomscrolling on your phone
-Will the banks collapse, and much more
