Expectations and positioning drive everything
Animal Spirits: Soft Landing
On this week’s show, we discuss the stock market’s ability to predict a recession, the hot labor market, wages vs. inflation, the prospect for a soft landing in the economy, Robinhood vs. Coinbase, volatility in the mortgage market, a bunch of movie recs and much more.
Since the Stock Market Bottomed
The stock market fell too much
What’s The Bull Case?
The bull case is always harder
Talk Your Book: Choose Your Own Investments
On today’s Talk Your Book we spoke with Composer founder Ben Rollert about creating your own automated investment strategies.
These Are the Goods
Here’s what I chewed on last week
Does This Look Like a Recession To You?
We’re seeing things that just don’t happen during a recession in this so-called recession
Animal Spirits: Invest in What You Know
On today’s show, we discuss the recession debate, why the economy is so confusing right now, calling a stock market bottom (or not), the tech stock comeback, earnings season, and much more.
Things Are Clear as Mud
I’m confused. You probably are too.
Animal Spirits: Listener Mailbag
On today’s show, we answer questions straight from the listeners with some help from Rocket Dollar’s Henry Yoshida.