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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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Animal Spirits: Live From Miami

2025-03-19 19:15:54

Today’s Animal Spirits is brought to you by YCharts: See here for YCharts new AI Chatbot Get a random Animal Spirits chart here  On today’s show, we discuss: The Days of Set-and-Forget Investing Just Ended for Many Americans Daily and weekly indicators for the US economy Consumers and Businesses Send Distress Signal as Economic Fear Sets In Listen here   Recommendations: Lorne by Susan Morrison Dope T...

Why People Won’t Change Their Mind

2025-03-18 21:00:14

On December 17, 1954, The Chicago Tribune ran the following headline: DOCTOR WARNS OF DISASTERS IN WORLD TUESDAY   The paper interviewed Dr. Charles Laughead at the home of Dorothy Martin. Dr. Laughead informed the paper that Martin received communications “from outer space.” He told reporters these communications from outer space revealed to Martin that the world would be ravaged by a great flood that ...

Talk Your Book: How Private Credit Works

2025-03-17 19:15:23

Today’s Talk Your Book is brought to you by Calamos Investments: See here for more information on Calamos Private Credit Strategies On today’s show, we discuss: Why private credit has grown so much How interval funds work How liquidity works How often the portfolio turns over How the fund yields double digits What specialty finance is How covenants affect private credit loans Commercial real estate lending gr...

Volatility Clusters

2025-03-16 21:30:28

Coming into 2025 the S&P 500 had just two down years out of the past 15: 2010 +14.8% 2011 +2.1% 2012 +15.9% 2013 +32.2% 2014 +13.5% 2015 +1.4% 2016 +11.8% 2017 +21.6% 2018 -4.2% 2019 +31.2% 2020 +18.0% 2021 +28.5% 2022 -18.0% 2023 +26.1% 2024 +24.9% We were all probably a little spoiled. Regardless of the reason for the recent swoon, we were due. By my count this is the 39th double-digit downturn since 1950: That&#...

The Stock Market Doesn’t Care What You Say

2025-03-15 04:30:06

Here’s something I shared on Twitter recently: Some people thought I was being hyperbolic. Maybe so. That’s the point of social media sometimes. Then I read the latest Eye on the Market from Michael Cembalest who said what I said only much more eloquently: Here’s the interesting thing about the stock market: it cannot be indicted, arrested or deported; it cannot be intimidated, threatened or bullied; i...

The Top 10 Stocks in the S&P 500

2025-03-13 22:07:45

Kevin Young joined me on the show to answer a question for a young financial advisor who is dealing with his first correction with nervous clients. We also touched on questions about when to sell Palantir, when to sell a rental house and how to deal with a regional recession in Washington DC. Further Reading: Mega Cap World Domination 1Exxon is back in the top 15 now so they might make a return visit. The post The Top 10...