A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
We’ve been in a bull market for a long time now — give or take 17 years and counting.
But there have always been caveats.
It’s just the S&P 500.
It’s just the Mag 7.
No other markets are keeping up.
The stock market is too concentrated.
The fundamentals aren’t keeping pace with prices.
Things started to change in recent years.
Diversification is working again. All of capex from the AI bui...
I wrote about new all-time highs in the stock market recently. There have been nearly 1,400 new highs on the S&P 500 since 1950.
That’s 7% of all trading days in this time.
If you’re a long-term investor, you’re going to be living through a ton of new all-time highs in your investing lifecycle.
However, you’ll also spend a lot of time in a state of drawdown. If 7% of all trading days have been ...
Bill Sweet also helped us discuss questions about when to sell your investments from a tax standpoint, AI’s impact on housing, owning volatile investments, when to avoid an HSA and how Roth 401ks work.
Further Reading:
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Today’s Animal Spirits is brought to you by Xtrackers by DWS:
This episode is sponsored by Xtrackers by DWS. Find out more at http://xtrackers.com/.
On today’s show, we discuss:
Exhibit A for Advice
Emerging-Market Stock Valuations Sink Below Half of S&P 500’s
Re-Rating Korea: A Structural Case
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type ...
Jerry Seinfeld said one of his favorite comedy bits of all-time is Rich Man, Poor Man from Adam Carolla about things rich people and poor people have in common:
Here are some of my favorites:
You have an outdoor shower. Wealthy people have them by the pool or cabana. Poor people use a garden hose in the yard.
You know the going price of copper. You either trade it on the exchange or pull it out of abandoned streetlights....
Today’s Talk Your Book is brought to you by Nasdaq Dorsey Wright:
To learn more about Nasdaq Dorsey Wright click here: https://www.nasdaq.com/nasdaq-dorsey-wright
On today’s show, we discuss:
Why momentum works as a behavioral factor even though it seems too simple
Why selling discipline is harder than buying in a momentum strategy
The interaction between momentum and value
The history of Dorsey Wr...
