Learning about crypto is like learning about anything else. You just have to start somewhere.
Thinking About Life
Death makes you think about life
Animal Spirits: An Extraordinary Decade
On today’s show we discuss:
– Cathie Wood’s “Deep value” post
– Jack’s transformation into Elon Musk
– The future of movies, and much more
S&P 500 Dispersion
The S&P 500 is who we thought it was.
Animal Spirits: Massive ETF Inflows
On today’s show, we sat down with State Street’s Matt Bartolini and discussed:
– Record-breaking ETF flows
– Non-profitable stocks are getting hit and it’s not just the tech names
– How to protect your portfolio from inflation, and much more
These Are the Goods
Here’s what I chewed on last week
The Market’s Okay
It is not just the giant tech stocks that are carrying the indexes. Not even close.
Animal Spirits: Person of the Year
On today’s show we discuss:
– Who gets hurt the most by inflation
– Who’s more likely to get bought, Peloton or Robinhood?
– The fall of ESPN, and much more
How Not to Invest
Markets are always changing and adapting, but an ironclad law is that money will always chase performance
Animal Spirits: Investing in Carbon Allowances
On today’s show Ben and I talk about something completely new to us, carbon credits.