A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
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There’s an old saying that a house is the biggest investment you’ll ever make.
For some people that’s true. For others, there are far more important investments.
It all depends on where you reside on the wealth distribution.
The top 10% owns 87% of the stock market in the United States and 44% of the housing market.
The bottom 90% owns 13% of the stock market and 56% of the housing market.
Real estate is...
Today’s Talk Your Book is brought to you by Dimensional Fund Advisors and BondBloxx
See here for more information on Dimensional Fund Advisors strategies and here for more information on BondBloxx strategies
On today’s show, we discuss:
DFA:
Why all time highs are not bearish
What it means to be a perma-bull
Why diversification still matters
Systematic investing in bull markets
BondBloxx:
What private credi...
I was at Future Proof in California this past week.
Me and 5,000 friends:
The experience of this event is off the charts good.
Everyone’s in a fabulous mood. There’s great content, conversation, views and weather. Plus it’s so much fun.
However, I never get any of my typical work done during the week of Future Proof.
I’m too busy talking, walking around, catching up with old friends, meeting new o...
I spent the first 10 years of my career working in institutional asset management.
I learned a lot in that space.
The past 10 years have been in the wealth management channel. That still involves some non-profits but also includes individuals, families, corporate retirement plans and family office clients.
Here are 10 things I’ve learned in my 10 years working in wealth management:
1. Alpha is overrated. Outperform...
We also answered questions about diversifying beyond rental properties, when it makes sense to cut back on saving, how to think about RSUs (with help from Joey Fishman) and the Great Wealth Transfer.
Further Reading:
The $84 Trillion Elephant in the Room
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