A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
International stocks have underperformed for so long it makes sense many investors assumed the turnaround last year was a blip.
Maybe it will be in the grand scheme of things but the ex-U.S. trade is gaining steam.
Let’s run through some charts.
This is the best start to the year since 1995 in terms of foreign outperformance over U.S. stocks:
If you look back to the start of 2025, the outperformance by European sto...
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On today’s show, we discuss:
The Doomsday Scenario for AI and Jo...
The Great Financial Crisis decimated investor confidence in the system at large.
With two recessions and two stock market crashes in the space of 10 years anything seemed possible.
The aftermath of the crisis created a new regime of pessimism. Everyone wanted their 15 minutes by trying to predict the next crash.
The Fed is going to cause hyperinflation and a collapse of the dollar! The next crisis will be even bigger! Thi...
Today’s Talk Your Book is brought to you by PIMCO:
Click here to learn more about PIMCO, and the PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT)
On today’s show, we discuss:
How PIMCO aims to generate alpha in the commodities space through active management
The role that momentum, carry, and behavioral strategies play in PIMCO’s process
How the liquidity of commodities helps differen...
“The candle that burns twice as bright burns half as long.”
My brother Jon passed away a year ago.
I’m not typically one to share my emotions freely but it’s been cathartic for me to talk about this so here goes.
I write a lot about human nature in the market because I’m fascinated by how emotions impact your money decisions. You have no control over the emotions you feel or when and how you ...
My colleague Nick Maggiulli posed a rhetorical personal finance question last week:
He’s right of course.
Big houses, luxury automobiles, nice boats, fancy clothes, expensive vacations, etc., these are status symbols.
Portfolio wealth is what you don’t see — the money saved, invested and not spent. I am in total agreement with Nick that we should celebrate the people who create wealth by not flaunting s...
