A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
I love this scene from Succession1:
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Further Reading:
Picking the Losers it Easier Than Picking the Winners in the Stock Market
Now here’s what I’ve been reading lately:
Financial independence vs. retirement (Whitecoat Investor)
Face it: You’re a crazy person (Experimental History)
A bull market in nostalgia (Chart Kid Matt)
No one has it all figur...
We also discussed stock market concentration, the two biggest market risks right now, earnings growth and where the fast money will go next.
Further Reading:
How Do You Invest During a Bubble?
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On today’s show, we discuss:
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There are certain financial scripts ingrained in our culture when it comes to real estate.
A house is your biggest investment.
Renting is throwing away your money to pay someone else’s mortgage.
Housing prices always go up.
When you retire it’s time to downsize and move to the beach or golf course.
Rules of thumb are meant to be broken.
Here’s a recent story from The Wall Street Journal:
These are some ...
Today’s Talk Your Book is brought to you by Nuveen:
To learn more about Nuveen click here: http://nuveen.com/alternatives
On today’s show, we discuss:
What the post-GFC distressed era taught us about today’s market
Why abundant private capital has helped businesses stave off distress
Why recent redemptions reflect a flows event, not a credit event
How to properly educate investors on privat...
Four big questions about the economy I’ve been pondering:
Why don’t we have recessions anymore? The National Bureau of Economic Research has historical data on U.S. expansions and contractions going back to the 1850s:
Is 19th century data as reliable as today’s? Probably not but it’s obvious that recessions are fewer and far between than they used to be.1
It feels strange that we’ve had jus...
