Episodes

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

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.

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.

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.

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.

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.

Morgan Housel joins this week as guest host to discuss venture capital, annoying finance phrases, Disney vs. Netflix, Tesla, Jeff Bezos and much more.

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.

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.

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.

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.

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.

The flash correction in stocks, why most people need financial advice more than investment advice, our children's book recommendations & more.

How your job should fit into your investing decisions, our thoughts on Jim Cramer, misconceptions about share buybacks and more.

Takeaways from the latest Warren Buffett shareholder letter, the potential baby boomer retirement crisis, how millennials should think about retirement and much more.

Why our memories play tricks on us in the markets, the pros & cons of private equity, the permanent portfolio, scary market predictions and more.

On this week's show, we discuss our thoughts on the market correction, why there's been nowhere to hide from the losses, the narratives surrounding the sell-off and more.

On this week's show we discuss the current market sell-off, the hidden risks in alternative investments, why women make better financial decisions than men and much more.

On this week's show we debate whether the Fed has really been punishing savers, take a step back and admire the current bull market, talk about the best black swan hedges and more.

We offer career advice to a young person starting out in finance, discuss our rules for writing effectively, talk about the craziest story we've read on the crypto craze and more.

On this week's show, we discuss the prospects for a melt-up in the stock market, look back at the long history of bubbles in stocks, try to figure out the best investment you can make in 2018 and more.

On today's show, we discuss what to do if you've been sitting in cash during the bull market, go through Ben's latest portfolio changes, do some myth-busting about hedge funds and more.

On today's show we talk about how the new tax reform will impact your paycheck next year, why happiness declines for most people until they hit their 50s, our favorite books, movies & TV shows of 2017, and more.

On today's show, we discuss some passages from Michael's old trading diary, the reason millennials should be praying for poor market returns, why you should read more fiction and more.