Podcast Episodes
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Banning Buybacks
Episode 67
Amazon vs. Apple, banning stock buybacks to decrease inequality, how much pensions and endowments should have in alternatives, what to do with an un…
7 years, 1 month ago
Adverse Variance
Episode 66
Cash pouring into money market funds, how markets have changed over the past 200 years, does the US deserve a valuation premium, where are all the y…
7 years, 1 month ago
Stay the Course
Episode 65
The passing of Jack Bogle, interesting stories from his latest book, how to budget your money effectively, the impact of student loans on the housin…
7 years, 1 month ago
The Richest 50 Percent
Episode 64
WeWork's rough patch, why Sears was the Amazon of their day, the relationship between mortgage rates and home prices, how the Japanese economy has d…
7 years, 2 months ago
Record Outflows
Episode 63
The record outflows from stock mutual funds, what a bear market means for the wealth management industry, why timing the market is so hard, recessio…
7 years, 2 months ago
The Market Swoon
Episode 62
Steve Mnuchin's bizarre statement on the health of the banks, huge swings in the market from day-to-day, the causes of the market downturn, can we r…
7 years, 2 months ago
The Bear Market
Episode 61
the downturn in stocks, is a recession imminent, how often stocks go into a bear market but not a recession, why the Fed is in a no-win position, 20…
7 years, 2 months ago
Talk Your Book: Breaking the Market Cap
On this week's Talk Your Book we discuss why market cap weighting is so hard to beat when constructing a fund, why cash outperforms th…
7 years, 2 months ago
Everyone Should Earn 3 Percent
Episode 60
On this week's show we discuss Robinhood's checking & savings debacle, do Millennials care about financial regulations, where to find higher yields …
7 years, 2 months ago
Talk Your Book: International Investing
We discuss US outperformance over foreign stocks, comparing valuations across countries and markets, why it still makes sense to diversify internati…
7 years, 2 months ago