Sentiment data is mostly noise. Except when it isn’t.
The Compound and Friends: How To Find the Biggest Winners
On today’s show, we are joined by JC Parets and Joe Fahmy to discuss:
– JCs chart storm
– Bull and bear market definitions
– Signs of a healthy market
– What’s to come in 2024, and much more!
Animal Spirits: 2024 Predictions
On today’s show, we discuss:
– 2023 market performance
– A bunch of 2024 predictions
– Our favorite historical stock market return series
– The high quality of restaurants
– Paying off your mortgage early
– The downsides of behavioral finance
– Bens most cynical take of the year, and much more!
Why Wasn’t there a Recession?
“Forecast for US recession within year hits 100%”
10 Predictions for 2024
10 things I think will happen but almost certainly won’t in 2024
The Compound and Friends: Surprise! A Conversation with CrowdStrike CEO George Kurtz
On today’s show, we are joined by George Kurtz, CEO of CrowdStrike to discuss:
– Tech performance post-pandemic
– AI spending in 2024
– CRWD performance in 2023, and much more!
My Origin Story
I sat down with Jill Schlesinger to share the story of my professional journey
Animal Spirits: What Will Perform Best in 2024?
On today’s show, we discuss:
– Christmas arguments
– Green shoots in prices
– 1940s vs. 1970s inflation
– Why we’re not worried about index funds
– How to save and invest in middle age
– Why Bitcoin is the most extreme asset
– Celebrating no recession in 2023
– Why the U.S. economy is more resilient
– Some Christmas movie recommendations, and much more!
What Happened in 2023?
Looking back on the predictions from an unpredictable year.
Talk Your Book: International Growth Investing
On today’s show, we are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss:
– Reasons for the valuation discrepancies between international stocks and US stocks
– How the dollar affects international investments
– Understanding cultural differences when investing outside the US
– Position sizing within a concentrated portfolio, and much more!