Episodes
May 6, 2021
10 Things You Shouldn't Care About as an Investor
From A Wealth of Common Sense by Ben Carlson
April 14, 2021
Banks Make A Lot of Money When the Fed + Treasury Outlaw Losses
From The Reformed Broker by Josh Brown
April 8, 2021
Smart Tickets: Creators Capturing Secondary Market Sales
From The Big Picture by Barry Ritholtz
March 31, 2021
Bull Market Beset by Too Many Misconceptions
"If ever you needed proof that the day-to-day noise is a boon for traders but the bane of investors, 2020 was it. Had you missed the entire year, and not ever touched your portfolios, you would have been much better off." - B...
March 26, 2021
Everyone is an Investor
"The best deals used to be reserved for the best investors. But as more liquidity entered private markets founders now have other factors to consider." - Michael Batnick For more visit: The Irrelevant Investor For disclosure ...
March 26, 2021
The Art of Calling a Market Top
"This is important to all top-callers. If you manage capital for clients, your top call will raise all sorts of issues with them. You certainly can’t be long the markets after your top call. Remember what the great Barton Big...
March 25, 2021
Non-Compete
"I’m in a moment right now. Putting pieces in place. Declining comment. Biding my time. Building my own lane. You can have all the rest. How can we be competitors when I don’t want what you want?" - Josh Brown For more visit:...
March 25, 2021
Tech Bubble or Rotation?
"The key observation here is that behavior among different sectors changes at tops, bottoms and middles . That is true for markets, and it is true for economic cycles as well. For those who see bubbles, I suggest considering ...
March 25, 2021
Get Rich versus Stay Rich
"I don’t help people get rich, I help them stay rich. My job as a wealth manager is to help clients hold on to their wealth and to preserve and grow it to keep pace with inflation. My number one priority is to ensure that mon...
March 22, 2021
What's Changed For Now and What's Changed Forever
"It will take time for the realization to set in that 2020 truly marked the end of a way of life we’ve known our whole lives. This doesn’t mean the new way of life will be worse. It may even be better (clean and hygienic!). E...
March 19, 2021
Not the Same Internet as the Dotcom Bubble
"This era is fraught with misinformation, driven by social networks that iterate algorithms to expertly manipulate dopamine-driven human behavior. It presents a clear and present danger for investors." - Barry Ritholtz For mo...