A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
From the bottom of the Liberation Day sell-off around a year ago the S&P 500 is up 41%.
From the bottom of the 2022 bear market the S&P 500 is up 104%.
From the bottom of the Covid Crash in March 2020 the S&P 500 is up 238%.
From the bottom of the mini-bear market in 2011 the S&P 500 is up 715%.
From the bottom of the Great Financial Crisis in March 2009 the S&P 500 is up 1,292%.
Sure, buying at the ex...
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On today’s show, we discuss:
JEPI’s relative outperformance in early 2026 and the role of active stock selection
Why writing options at the index level avoids capping gains on winners
The case for prioritizing total return over headline yield
How advisors are utilizing these products across different portfo...
I had the chance to talk to Weld Royal for a recent profile at Barron’s:
We talked about my new book (it comes out in a month!), institutional investors, working with wealth management clients, managing risk and more.
We also got into some of my thoughts on how I got into creating content:
You wrote about getting started at Ritholtz in 2015 by criticizing the industry. What was wrong then–and now? It just fel...
My family was in Florida on spring break this past week.
One day I was walking to get something from our rental car while my wife and kids went to the ice cream shop (we do that a lot on vacation).
As I was walking by a restaurant the door opened and two older couples exited very slowly. Each of the older gentlemen was slouched down and walking in what looked like a decent amount of discomfort. Their wives were behind the...
