A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
Other questions we discussed were about buying bitcoin directly vs. the ETF (with help from Eric Balchunas), crypto vs. tech stocks, gas prices vs. recessions, and how to turn your investments into an investment plan.
1This was a few years after we graduated from college and had all just gotten married. None of us had families yet and we were just starting to buy our first houses.
The post A 30% Decline in the Stock Mar...
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On today’s show, we discuss:
ExhibitA for Advice
Oracle’...
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Further Reading:
Does the 4% Rule Still Apply?
The post How to Beat the 4% Rule appeared first on A Wealth of Common Sense.
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Today’s Talk Your Book is brought to you by Potomac Fund Management:
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On today’s show, we discuss:
Why tactical investing has been such a difficult category for investors
The quantitative and technical analysis behind Potomac’s composite models
How Potomac’s tactical funds have been able to outperform the market
Where traditional diversifi...
I had a big change in my reading habits this year — audiobooks.
I started listening to books on Audible a few months ago and I’m never going back. I’ll still read fiction on my Kindle but non-fiction audiobooks are a game-changer.
Can you still say you’ve read a book after listening to it? To be determined…
These were the best books I read in 2025:
Non-Fiction
Breakneck by Dan Wang
Wong does...
These are the recent maximum drawdowns for a handful of giant technology stocks:
Oracle -46%
Meta -25%
Netflix -30%
Nvidia -17%
Broadcom -21%
AMD -25%
Sans Netflix, these are some of the biggest names in the AI trade. This is what everyone has been worrying about for quite some time now.
What happens when the AI trade unwinds?
These companies are worth a combined ~$9 trillion in market cap. Surely the stock market is fa...