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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On today’s show, we discuss:
The three A’s driving markets: asset prices, AI, and the affluent consumer
The broadening out we are seeing in the market
How to think about valuing the largest companies in the world
Is AI the tool that levels the playing field for small and...
PayPal is one of the great technology stories of the past 30 years.
The payments company was founded in the dot-com bubble. The PayPal Mafia of founders and employees who struck it rich when the company was sold to eBay in 2002 includes Peter Thiel, Elon Musk, Reid Hoffman, Max Levchin and more.
EBay spun out PayPal as its own public company in 2015. The seperation was a spectacular success for those who hung onto the sha...
Jim Simons created perhaps the greatest market-beating machine ever constructed at Renaissance Technologies.
The Medallion Fund returned a preposterous 66% per year for 30 years.
The fund traded a lot and I’m still not quite sure what signals the code-breakers and rocket scientists used. But in Greg Zuckerman’s book The Man Who Solved the Market, one of the partners at the firm said they were only right abou...
Bill Sweet joined me on the show again this week to answer questions about healthcare options in early retirement, in-plan Roth conversions, the secret sauce of retirement planning and how the new Trump savings accounts work.
Further Reading:
The Psychology of Sitting in Cash
1If you contribute 10% of your salary as the employer you would have to also do a 10% contribution for your employee based on their salary.
2I have...
Today’s Animal Spirits is brought to you by Nuveen and ClearBridge Investments:
This episode is sponsored by Nuveen. Invest like the future is watching. Visit https://www.nuveen.com/future to learn more.
Today’s show is sponsored by ClearBridge Investments. International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out more...
The dollar continues falling, now down around 11% from January 2025 levels:
This is a big move by currency standards, especially the global reserve currency.
When you see a move this big in something as important as the dollar people get nervous. Just look at the headlines:
Until they crashed last week, we also saw the price of gold and silver going parabolic.
The concern here is that all of our government spending, hig...
