Podcast Episodes
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A Committee of Geniuses (EP.50)
The rise of social media in finance, reflections on the humble beginnings of this podcast, the case for investing in bonds, more hedge funds closing…
7 years, 5 months ago
Buy the Housing Dip (EP.49)
The new Howard Marks book on cycles, why super-investors may not be as helpful as you think, how the first Vanguard index fund was run by a part-tim…
7 years, 5 months ago
Looming Disaster (EP.48)
Bond market losses, why stocks diversify bonds, pot stocks & mini bubbles, Amazon's new microwave, the massive decline in world poverty, parallels t…
7 years, 5 months ago
Borrowing From the Future (EP.47)
Taking financial advice from billionaires, Ray Dalio's work on debt cycles, how to think about government debt levels, why it's so hard to quantify …
7 years, 5 months ago
How the Financial Crisis Affected Millennials (EP.46)
How the financial crisis impacted young people, why the Fed pays attention to the 1970s, AQR's recent struggles, the difference between insurance an…
7 years, 6 months ago
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 cele…
7 years, 6 months ago
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 pla…
7 years, 6 months ago
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 bubb…
7 years, 6 months ago
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 pla…
7 years, 7 months ago
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,…
7 years, 7 months ago