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:
How the collaboration between KraneShares and ETNA Capital bridges institutional ETF experience with deep, AI-native insight
The importance of private and international names to AGIX’s strategy
The role of hardware, infrastructure, and application in AI’s g...
Bull markets make you feel smarter than you really are.
Bear markets make you feel dumber than you really are.
It’s almost impossible to avoid feeling like a know-it-all when things are going up and a know-nothing when things are going down.
That’s human nature.
Benjamin Graham started his investment partnership in the Roaring 20s with $400,000 of money from clients and his own capital. In just three years he ...
I don’t make a lot of predictions but here are two I have about the next 10 years or so:
(1) Wealth inequality is going to get worse.
(2) There is going to be a huge generational divide that opens up because of this.
Baby boomers are the biggest, wealthiest generation we’ve ever seen.
If you include the Silent Generation, older Americans hold nearly two-thirds of the wealth in this country. Gen X has one quar...
We also tackled questions about when to pay off your mortgage early, using cash in your fixed income allocation and the difference between the buyside and the sellside.
Further Reading:
The Melt-Up
1The other one is Berkshire Hathaway.
2This one was Michael’s idea with some help from Chart Kid Matt on the execution.
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In my last post I wrote about the history of melt-ups in the stock market.
This chart tells the story.
Each of these melt-ups led to a meltdown.
You’ll notice there’s a rather large gap between the 1930s and 1980s.
Were there no face-rippers in this time frame?
I thought about adding the Nifty Fifty stocks in the early-1970s but there wasn’t an index or fund for these one-decision stocks back then so th...
