Podcast Episodes
Back to SearchNot a Housing Bubble
"In a normal market, it does not take much of a shift to create an imbalance. Housing here is both too little supply and too much demand; these look …
4 years, 9 months ago
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…
4 years, 9 months ago
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…
4 years, 9 months ago
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…
4 years, 9 months ago
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 b…
4 years, 9 months ago
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…
4 years, 9 months ago
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 …
4 years, 9 months ago
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 n…
4 years, 9 months ago
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…
4 years, 9 months ago
Ray Dalio and the Power of Setting Defaults for Optimism
"I do consider myself a glass-half-full kind of guy. I think I was just born this way. I have plenty of worries just like the next person, but I have…
4 years, 9 months ago