Here’s what I chewed on last week
These Are the Goods
The Higher the Vix, the Higher the Clicks
Tell people that everything is going to be fine and nobody will listen. Tell people that things are bad and getting worse and you can build a large audience.
We’re Probably Not in a Recession Right Now
The stock market thinks a recession is coming
Animal Spirits: Are We Sure a Recession is Coming?
On today’s show we discuss stock market return expectations, the sell-off in commodities, the back and forth on recession predictions, fighting the last war on the economy, why crypto crashed so bad, negotiating your cable bill down, and much more.
Signs of a Bottom
Clues to look for that the stock market is bottoming
Talk Your Book: Expanding Access to Private Markets
On today’s Talk Your Book, we spoke with Bob Long of Conversus about giving financial advisors access to investments in private markets.
Price Go Up
Inflation is the only thing that matters right now
These Are the Goods
Here’s what I chewed on last week
It’s All Gone
Breaking news: Picking stocks that outperform the market is not easy.
Animal Spirits: Peak Pessimism
On today’s show we discuss how wild and crazy the past 3 years have been in the markets, why the Fed is in such a precarious position, the number of stocks getting hammered, the Warren Buffett of crypto, the most re-watchable movie of all-time and much more.
