What should Apple’s next move be?
Animal Spirits: The H-Factor
On today’s show the guys talk with Julian Koski, co-founder and chief investment officer at New Age Alpha about how to win by avoiding losers
These Are the Goods
Here’s what I chewed on last week
Debt Payments Have Collapsed
Houses have never been more or less affordable
There is So Much Money Sloshing Around
Everything is at an all-time high in private markets
Animal Spirits: High School Reunion
On today’s show we discuss:
– How are checks still a thing?
– The “take your job and shove it” indicator
– If you could only know one thing about the future, and much more
The Stock Market is Outperforming Most Stocks
We’ve seen plenty of worries about breadth over the last decade. Most of them haven’t mattered.
Animal Spirits: Quality Value
On today’s show we talk with Eric Schoenstein of Jensen Investment Management about how to find growth without overpaying
These Are the Goods
Here’s what I chewed on last week
There’s A Lot of Wealth
60,000 people have $100 million