These Are the Goods

The best stuff from last week

Things We Worry About

Everything changes at all-time highs.

Global Investor Expectations

The expectations are too damn high

Animal Spirits: The Next Big Short

Mention Animal Spirits to receive 20% off (*New YCharts users only) On today’s show we discuss The earnings season playbook COME SEE US AT WEALTH/STACK When does trading happen? HQ traffic is crashing RIP Mad Magazine Rich Dad, Poor Dad ¯\_(ツ)_/¯ Walmart is losing a lot of money on its e-commerce efforts Are banks a big short…

The 7 Deadly Sins of Investing

Josh, Ben and I spoke about how the 7 deadly sins can show up in investor’s portfolios.

Animal Spirits, Talk Your Book: The Acquirer’s Fund

On today’s Animal Spirits, Ben and I talk with Tobias Carlisle who is out with a new ETF.

Stop Counting Other People’s Money

Buy this, lease that. How we spend and save is a personal decision. It’s easy to be influenced by what other people are doing. It’s hard to understand that you only see what they choose to show you.