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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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Money Without Meaning

2026-05-25 20:15:24

You could argue that the past 10 years or so have created some of the fastest wealth in history. First crypto. Then mega cap tech stocks. Now AI. So many overnight multi-millionaires. Companies like OpenAI and Anthropic have gone from being worth a few billion dollars just a few short years ago to market valuations that are now estimated to be fast approaching $1 trillion. Forget about the founders who are going to be gaz...

Talk Your Book: Investing in the Rise of the Robots

2026-05-25 19:15:51

Today’s Talk Your Book is brought to you by Kraneshares: To learn more about Kraneshares click here: https://kraneshares.com/etf/koid/?adsource=compound On today’s show, we discuss: What physical AI means and how it differs from traditional single-purpose robotics Why the timing of humanoid adoption aligns with global aging and labor shortages The three pillars of the humanoid value chain: the body, the b...

What Are Rising Interest Rates Telling Us?

2026-05-23 04:30:47

Bond yields are rising again. This has many people worried. Here’s John Arnold’s take: The 30 year Treasury yield is at its highest level since just before the Great Financial Crisis in 2007. Japanese long-term bond yields haven’t been this high all century. Why does this have people worried? Government debt levels are much higher so higher yields will only increase the amount of the budget that goes to...

Creating The Perfect Portfolio

2026-05-22 03:26:04

We also covered questions about energy stocks, selling your soul for a job you hate, disagreeing with your spouse about portfolio management and when to raise some cash in your stock portfolio. Further Reading: Can You Live Off Your Dividends?   The post Creating The Perfect Portfolio appeared first on A Wealth of Common Sense. ...

Animal Spirits: The Fat Pitch For Bears

2026-05-20 19:15:57

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Stories vs. Statistics

2026-05-20 02:44:08

I was in on Mad Men from the ground floor when it came out in 2007. My wife and I even dressed as Don and Betty Draper for Halloween that year.1 I knew this could be a Pantheon-level show after watching the finale for the first season after Don does the carousel pitch to Kodak: It was really important for me to make the book visually pleasing. Daniel Parra from our production team designed the cover for me. Chart Kid Mat...