Podcast Episodes

Capitalism As We Know It

Episode 142

We discuss why credit card payments will be the first thing to go for people with financial problems, why so many people prefer real estate as an inv…

5 years, 10 months ago

View Episode

Physical Delivery

Episode 141

We discuss why the stock market isn't falling more, craziness in the oil market, why "normal" portfolios may be performing better during the crisis, …

5 years, 10 months ago

View Episode

Free Oil

Episode 140

We discuss fairness in the bailout process, why no one believes in this market, why it's been so difficult to outperform the market during this bear,…

5 years, 10 months ago

View Episode

The Second Wave

Episode 139

We discuss the path to normalcy, why the economy is going to be operating at partial capacity for some time, when people will begin flying again, why…

5 years, 11 months ago

View Episode

Mountains of Debt

Episode 138

On this week's show we discuss the pandemic's impact on Disney, when people will be willing to go to large events in the future, private equity compa…

5 years, 11 months ago

View Episode

The Fed's Bazooka

Episode 137

We discuss the latest unemployment numbers, the massive help coming from the Fed, why markets are so confusing at the moment, a new theory on forward…

5 years, 11 months ago

View Episode

Some Good News

Episode 136

On this week's show we discuss some good news out of NYC, can this ever be over until we have a vaccine, why this is more like a war than a financial…

5 years, 11 months ago

View Episode

[CORRECTION] The Great Unwind

Episode 135

We discuss the enormous effort from the science community to find a vaccine, using history as a guide even when every bear market is different, a wil…

5 years, 11 months ago

View Episode

The Dead Cat Bounce?

Episode 134

On this week's show we discuss avoiding politics during a crisis, unintended consequences from the shutdown, the spike in national debt, why economic…

5 years, 11 months ago

View Episode

The Historic Surge in Unemployment

Episode 133

On this new episode we discuss the awful unemployment numbers, the new fiscal stimulus bill, restaurants in trouble, other businesses impacted, what …

5 years, 11 months ago

View Episode