Here’s what I chewed on this week
This is Average
Stocks fall every year. This one is no exception.
Nowhere to Hide
Stocks down. Bonds down. Investor sentiment way down.
Animal Spirits: Elon Buys Twitter
On today’s show, we discuss what Elon Musk can do with Twitter, bonds & stocks falling together, growth stocks keep getting killed, and much more.
New Lows
The losses are piling up
Talk Your Book: Investing in Human Capital
On today’s show, we talk about identifying and improving our irrationality, the creation of the human capital factor, and much more with Professor Dan Ariely and CIO of Harbor Capital Kristof Gleich.
Success Hides A lot of Problems
Nothing grows forever
These Are the Goods
Here’s what I chewed on last week
Eight Charts that Explain the Market
It’s all one trade
Animal Spirits: A Recession is Coming
On today’s show, we discuss taking Twitter private, why tech billionaires are so unhappy, why no one is positioned for a commodities supercycle, the best pool drink, a normal housing market, and more.