Episodes

Do We Need a Recession? (EP.45)
Sept. 5, 2018

Do We Need a Recession? (EP.45)

The FIRE movement, why you're paying so little for stuff, the private jet college tour, the new technology sector, bounties on new brokers, why celebrities are terrible with their money and much more.
When Hitler Took Cocaine (EP.44)
Aug. 29, 2018

When Hitler Took Cocaine (EP.44)

What 8 different market indicators are telling us, the growth of the intangible economy, chart crime sell signals, the decline in high schoolers playing football, the poor performance of managed futures funds, a bad idea by Chicago, can indexing become to
Why Andy Dufresne Would Make a Good Money Manager (EP.43)
Aug. 22, 2018

Why Andy Dufresne Would Make a Good Money Manager (EP.43)

On this week's show we're joined by Morgan Housel. We discuss Elon Musk's surprising announcement, the odds we give Tesla for going private, the bubble prospects in venture capital, the impressive rise of Tinder, Peloton & Slack, is loss aversion a fallac
Funding Secured (EP.42)
Aug. 15, 2018

Funding Secured (EP.42)

Elon Musk's bizarre tweets, the types of companies that typically go private, why stock buybacks aren't to blame for the wealth gap, why housing plays such a large role in the finances of the middle class, the prospects for gold going out of style for goo
Despite All Logic (EP.41)
Aug. 8, 2018

Despite All Logic (EP.41)

The unraveling at Movie Pass, why Disney's streaming product will be a success, Fidelity's zero fee index funds, our biggest worry about the future, a troubling trend in personal bankruptcies, an ETF idea born out of Twitter, the lure of venture capital,
What Worked on Wall Street (EP.40)
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
The Worst 401k Advice (EP.39)
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
Half the Population (EP.38)
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
Ring the Bell (EP.37)
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.
Blackswan Growth (EP.36)
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.
Individual Alpha (EP.35)
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.
The Mother of All Credit Bubbles (EP.34)
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
The Oracle of Brooklyn (EP.33)
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.
Big MIstakes (EP.32)
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
Stocks Are Not Bonds (EP.31)
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.
What It Takes to Be Wealthy (EP.30)
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.
The Podcast Boot Camp (EP.29)
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.
Tesla Hathaway (EP.28)
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.
Micro Bubbles (EP.27)
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.
The Collaborative Podcast (EP.26)
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.
Some Things We Learned (EP.25)
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.
The False Breakdown (EP.24)
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.
The Lump Sum (EP.23)
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.
Horizontal Support (EP.22)
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.