Some things I’m thinking about for 2021
Am I Being Duped?
A friend sold me variable life insurance. Did I get duped?
Animal Spirits: Inflation Truthers
On today’s show we discuss:
-Why it’s so hard to measure inflation, but why it certainly isn’t 10%
-Do valuations matter (yes)
-Why it’s hard to tell good wine from bad, and much more
One of The Great Bubbles of Financial History
Expensive, sure, bubble? I don’t think so.
Advice for Giving Advice
Lessons cannot be taught in the stock market, they can only be learned through experience.
These Are the Goods
Here’s what I chewed on last week. Hope everybody has a happy and healthy new year
The Year of Stimulus, and Other Great Charts
Michael Cembalest and his team over at J.P. Morgan are out with a new piece on their outlook for 2021.
Animal Spirits: The Best of 2020
On today’s show, we discussed our top-read posts, our favorite movies, TV shows, books, and podcasts from 2020.
Animal Spirits: Everyone Knows Everything
On today’s show we discuss:
-The slowdown in passive fund growth
-Why you should be careful about contrarian indicator
-Star fund managers, and much more
Posts of the Year
Thank you very much for reading along and trying to make sense of this whole thing with me