A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
Today’s Animal Spirits is brought to you by TradePMR:
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On today’s show, we discuss:
Riding the AI Revolution: How Fidelity Managers search for the potential winners of tomorrow
Family Offices Have Become the New Power Players on Wall Street
Private credit firms pile into consumer debt as risk-t...
In the movie Titanic they make a big deal out of the class inequality aboard the ship.
The wealthy class was taken care of and given preferential treatment when it came to lifeboats and safety as the Titanic was sinking.
That’s what it was like during the actual events too. The only difference between the movie and real life is that no one seemed to care about the Third Class passengers during the sinking of the sh...
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On today’s show, we discuss:
Crude oil at multi-year lows and the reasons behind it
What differentiates commodities with a positive expected return from those without
The soybean trade debacle and why the government subsidizes farmers
Historical returns of commodities and their role as a diversifier
The use case...
Here are some survey results from Deutsche Bank on the biggest risks investors think we’ll face in 2026:
No surprises here.
Investors are worried about the AI trade and a Fed policy mistake. Not very original but what else do you expect them to say?
I could come up with a host of other potential risks that could come out of left field, but my thinking is that forecasting the risks in advance matters far less than h...
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’...
