Episodes
Sept. 2, 2020
Asset Price Hyperinflation (EP.164)
On this week's show we discuss modern market cap theory, the continued move higher in Tesla shares, the Fed's new inflation mandate, millennials are finally buying houses, Michael is never going into a car dealership again a…
Aug. 28, 2020
Talk Your Book: Sectors & The Business Cycle
On today's Talk Your Book we sat down with State Street's Matt Bartolini to discuss investing in different sectors of the stock market and what these sectors can tell us about where we are in the business cycle. Find compl…
Aug. 26, 2020
Trickle Up Economics (EP.163)
On this week's show we discuss the potential for a spending boom when the pandemic is over, what happens to all of the government debt we're racking up, what happened to the middle class in America, the red hot housing marke…
Aug. 21, 2020
How to Spend Your Money (EP.162)
On this episode, we do a deep dive on budgeting, conscious spending, classflation, the two types of budgets, how to plan for infrequent expenses, how to make your budget obsolete and much more as it pertains to one of the mo…
Aug. 19, 2020
The Four Most Dangerous Words (EP.161)
On this week's show we discuss the speed of bear market recoveries, signs of inflation, the hardest problem in finance right now, which stocks day traders favor, what makes investing so difficult, being right for the wrong r…
Aug. 12, 2020
The Smart Money (EP.160)
On this week's show we discuss what low bond yields may be telling us, why the stock market is smarter than people give it credit for, the rise of investment newsletters, the bull market in gold, when the world will go back …
Aug. 7, 2020
The Economics of Homeownership (EP.159)
On today's show we talk about one of the most important topics in personal finance, home ownership. Michael and Ben discuss renting versus buying, how to think about starter homes, where your house fits into your retirement …
Aug. 5, 2020
S&P 5 (EP.158)
On this week's show we discuss tech stock monopolies, Microsoft potentially buying TikTok, why more people are buying houses, what to do if your friends are speculating in stocks, Vanguard vs. Robinhood, the counterintuitive…
July 31, 2020
Fixed Income Investing in a Low Rate World
On this edition of Talk Your Book we discuss the challenges of investing in a bond market will generationally low interest rates with Marvin Loh from State Street. Find complete shownotes on our blogs... Ben Carlson’s Mic…
July 29, 2020
The Golden Age of Fraud (EP.157)
On this week's show we discuss why market cycles are happening in record time, parallels to the 1990s, speculative frenzy, anecdotal stock market signals, the red hot real estate market, commercial real estate, how work from…
July 22, 2020
10,000 Day Traders (EP.156)
On this week's show we discuss new all-time lows in mortgage rates, why this is no normal recession, hopes and questions for a vaccine, Betterment vs. Robinhood, saving money when you earn a bonus and more. Find complete s…
July 15, 2020
This is a Bubble (EP.155)
On this week's show we discuss the bubble behavior in Tesla, Elon Musk becoming richer than Warren Buffett, Robert De Niro is going broke, simple > complex, the home renovation boom, wealth inequality's impact on gambling, H…
July 8, 2020
The Future of Education (EP.154)
On this weeks show we discuss the two types of investing mistakes, hangovers and sunburns, when markets actually make sense, migration out of big cities, Tesla's unbelievable run, a world with no yield, the joys of indexing,…
July 1, 2020
Existential Hurricane (EP.153)
On this week's show we discuss growing worries about the economy, a double-dip depression, why the Fed may have to backstop the banks, shorting commercial real estate, the dominance of the biggest tech stocks, lower interest…
June 24, 2020
Inflation Ahead (EP.152)
On this week's show we discuss Jeremy Siegel's inflationary scenario for the market, why it's time to stop complaining about the Fed, why poverty in the US actually improved during this crisis, is this another bubble, the ga…
June 19, 2020
Talk Your Book: Advisor Solutions with Helios
On today's show we talk with Chris Shuba, founder and CEO of Helios Quantitative Research. Helios partners with financial advisors to create a unique and compelling asset management experience for their clients. Find complet…
June 17, 2020
The Opposite of a Falling Knife (EP.151)
On this week's show we discuss who is driving market prices right now, Robinhood's PR dream, the Hertz bankruptcy story, Dave Portnoy's day-trading escapades, why active managers should be salivating right now, how private e…
June 10, 2020
Stock Market Euphoria (EP.150)
On this week's show we discuss the insane move in the stock market from the lows, the surprising unemployment numbers, underestimating the Fed, going from the Great Depression to euphoria in a matter of months, why internati…
June 5, 2020
Talk Your Book: How to Make Better Financial Decisions with Daniel Crosby
On this Talk Your Book we chat with Daniel Crosby about behavioral psychology, why we're not wired to manage money, how to improve your financial decisions and how systems and automation can help. Find complete shownotes on …
June 3, 2020
The Unluckiest Generation (EP.149)
On this week's show we discuss the saddest week in a long time, post-traumatic growth, 2020 vs. 1968, why working from home is a privilege, inequality in America, the explosion in the airline ETF, Carl Icahn's big losses in …
May 27, 2020
Valuations Don't Matter (EP.148)
We discuss why Zoom is worth more than the 5 biggest U.S. airlines, how many of the pandemic stocks are here for good, Spotify taking over the podcast game, Amazon possibly buying JC Penney, winners and losers from the WFH t…
May 22, 2020
Talk Your Book: Investing in Corporate Real Estate
On today's show we talk about all things related to corporate real estate in the United States. How has it been affected by COVID-19, what does the future look like, and what does it all mean for investors. Find complete s…
May 20, 2020
Is the Stock Market Wrong? (EP.147)
We discuss what a potential vaccine means for stock market, we could see a bubble after this, retail bankruptcies, the food delivery business, why the stock market is so confusing right now, inequality in this crisis, active…
May 15, 2020
Too Young, Too Dumb and Too Inexperienced (EP.146)
We discuss inequality among corporations, differences in the unemployed by education, the best new restaurant in the country just went out of business, why housing prices are rising during the crisis, millennials fleeing big…