Episodes
Aug. 1, 2018
What Worked on Wall Street (EP.40)
Facebook's enormous stock price plunge, why life can be more challenging for young people today, the death of trend-following, hedge funds that don't want your money, the perfect day, the race to zero in ETFs, Elizabeth Banks as a fan of mid caps, why pop
July 25, 2018
The Worst 401k Advice (EP.39)
The pie chart heard around the world, why concentrated gains in the stock market are nothing new, becoming a millionaire in your 401k, the worst 401k advice we've come across, the Vanguard of hedge funds, why value investing has performed so poorly this c
July 18, 2018
Half the Population (EP.38)
The recession signal everyone is talking about, Amazon somehow being touted as a value stock, the paradox of choice in the fund world, houses are getting bigger, Time Warner is going to ruin HBO, how tariffs are affecting the lobster industry and much mor
July 11, 2018
Ring the Bell (EP.37)
The complexity of the trade war, tech IPOs, the surprisingly strong consumer balance sheet, the housing affordability index, a concerning economic data point, the burden of student loan debt, the staggering rise of esports and much more.
July 4, 2018
Blackswan Growth (EP.36)
how Bud Light used Dilly, Dilly to get you to buy more beer, some drawbacks of index funds, why hedge fund fees are finally falling, the payday lending industry, getting rich vs. staying rich, why Liam Neeson is the index funds of Hollywood and much more.
June 27, 2018
Individual Alpha (EP.35)
Why household equity allocations are near all-time highs, why Robinhood could be the bank of choice for Millennials, financial planning for inconsistent incomes, 10,000 baby booms retiring every day, perspective on market valuations and much more.
June 20, 2018
The Mother of All Credit Bubbles (EP.34)
some suggestions Barron's has for Warren Buffett, the latest Howard Marks letter, the "mother of all credit bubbles", why computer programmers should consider moving to the midwest, the source of the investor behavior gap, unrealistic millennial retiremen
June 13, 2018
The Oracle of Brooklyn (EP.33)
we talk about Big Mistakes in the Wall Street Journal, how retirement investors are wising up, the crazy Gen Z retirement plan, why markets haven't changed much since the late-1600s, parenting money tips and much more.
June 6, 2018
Big MIstakes (EP.32)
Michael's new book (Big Mistakes: The Best Investors and Their Worst Investments), how he came up with the idea for the book, where the value & momentum premiums come from, why investing is all about expectations & overreactions, Mary Meeker's new tech de
May 30, 2018
Stocks Are Not Bonds (EP.31)
The risks involved in concentrated stock positions, why factor investing is so hard, the limitations of historical market data, the myth of the marshmallow test, the downfall of ESPN, Michael's book of the summer and much more.
May 23, 2018
What It Takes to Be Wealthy (EP.30)
The brilliance of John Bogle, how much money people in their 30s should have saved, how different age groups define wealth, thinking outside the box for CalPERS, David Einhorn's struggles, chart crimes, mortgage rates and much more.
May 16, 2018
The Podcast Boot Camp (EP.29)
Why market bubbles have nothing to do with ETFs, the multi-millionaire secretary's secret, the massive revenue airline credit cards bring in, the mistakes you want to make as a young investor and much more.
May 9, 2018
Tesla Hathaway (EP.28)
On this week's show we discuss WeWork's community-adjusted EBITDA, Elon Musk vs. Warren Buffett & Charlie Munger, size is the enemy of outperformance, why index funds are too simple for institutional investors, why housing is a bad investment & much more.
May 2, 2018
Micro Bubbles (EP.27)
The most common ages in the US and what it means for the markets, micro bubbles in tech stocks, Amazon's Field of Dreams moment, Peter Lynch's stock picks, how our families impacted our thinking about finances and much more.
April 25, 2018
The Collaborative Podcast (EP.26)
Morgan Housel joins this week as guest host to discuss venture capital, annoying finance phrases, Disney vs. Netflix, Tesla, Jeff Bezos and much more.
April 18, 2018
Some Things We Learned (EP.25)
why the next recession won't be like the last one, what could possibly cause market returns to be higher in the future, why states & cities are short on cash, the 200-day moving average and much more.
April 11, 2018
The False Breakdown (EP.24)
How to solve the financial literacy issue, the downfall of Bill Ackman & David Einhorn, how much money people think they need to retire, Drew Brees diversifying into diamonds & Much more.
April 4, 2018
The Lump Sum (EP.23)
On this week's show we discuss if we would you rather collect $1 million now or $1,000 for the rest of our lives, how the world has changed since 2008, the single best investment trait to compound capital and much more.
March 28, 2018
Horizontal Support (EP.22)
Why investing is getting harder over time, why share buybacks get a bad rap, why life insurance is on the decline, two centuries of momentum and much more.
March 21, 2018
The Magic Number (EP.21)
A possible foray into business TV for Amazon, the most well-connected man in hedge funds, how to lie with surveys, your magic retirement number & much more.
March 14, 2018
Goodnight Moon (EP.20)
The flash correction in stocks, why most people need financial advice more than investment advice, our children's book recommendations & more.
March 7, 2018
Brothers from Another Mother (EP.19)
How your job should fit into your investing decisions, our thoughts on Jim Cramer, misconceptions about share buybacks and more.
Feb. 28, 2018
The Closet Indexer (EP.18)
Takeaways from the latest Warren Buffett shareholder letter, the potential baby boomer retirement crisis, how millennials should think about retirement and much more.
Feb. 21, 2018
Phony Happiness (EP.17)
Why our memories play tricks on us in the markets, the pros & cons of private equity, the permanent portfolio, scary market predictions and more.