On today’s show, we discuss:
– How we prioritize our spending
– 1987 vs. the Covid crash
– Crazy index fund flows
– Stock market concentration
– Panic about government debt
– The tech recession in California
– Will Millennials move to Florida in retirement
– The most streamed shows, and much more!
The post Animal Spirits: Enjoy the Bull Market While it Lasts appeared first on A Wealth of Common Sense.
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On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director of Schaffer Cullen Capital Management to discuss:
– China’s affect on Emerging Markets
– Avoiding value-traps in EM
– Strong macro trends in India
– Passive vs. active management in Emerging Markets, and much more!
The post Talk Your Book: Emerging Market Fundamentals appeared first on A Wealth of Common Sense.
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On today’s show, we discuss:
– Inflation helping corporate profits
– What’s going on with chocolate
– Airport traffic hitting all-time highs
– The new Robinhood credit card
– The downfall of Jack Daniels, and much more!
The post Animal Spirits: The Never-Ending Travel Boom appeared first on A Wealth of Common Sense.
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On today’s show, we are joined again by Jason Barsema, Co-Founder and President of Halo Investing to discuss:
– Investing in notes structured around single stocks
– The difference between hard and soft protection
– What the Catapult Note is
– Halos annuity and annuity servicing capabilities for advisors, and much more!
The post Talk Your Book: Preserving Your Capital appeared first on A Wealth of Common Sense.
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On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!
The post Animal Spirits: The Roaring Twenties appeared first on A Wealth of Common Sense.
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