Podcast Episodes
Back to Search
What Worked on Wall Street (EP.40)
Facebook's enormous stock price plunge, why life can be more challenging for young people today, the death of trend-following, hedge funds that don'…
7 years, 7 months ago
The Worst 401k Advice (EP.39)
The pie chart heard around the world, why concentrated gains in the stock market are nothing new, becoming a millionaire in your 401k, the worst 40…
7 years, 7 months ago
Half the Population (EP.38)
The recession signal everyone is talking about, Amazon somehow being touted as a value stock, the paradox of choice in the fund world, houses are ge…
7 years, 7 months ago
Ring the Bell (EP.37)
The complexity of the trade war, tech IPOs, the surprisingly strong consumer balance sheet, the housing affordability index, a concerning economic d…
7 years, 8 months ago
Blackswan Growth (EP.36)
How Bud Light used Dilly, Dilly to get you to buy more beer, some drawbacks of index funds, why hedge fund fees are finally falling, the payday len…
7 years, 8 months ago
Individual Alpha (EP.35)
Why household equity allocations are near all-time highs, why Robinhood could be the bank of choice for Millennials, financial planning for inconsis…
7 years, 8 months ago
The Mother of All Credit Bubbles (EP.34)
Some suggestions Barron's has for Warren Buffett, the latest Howard Marks letter, the "mother of all credit bubbles", why computer programmers shoul…
7 years, 8 months ago
The Oracle of Brooklyn (EP.33)
We talk about Big Mistakes in the Wall Street Journal, how retirement investors are wising up, the crazy Gen Z retirement plan, why markets haven't …
7 years, 9 months ago
Big MIstakes (EP.32)
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 & mome…
7 years, 9 months ago
Stocks Are Not Bonds (EP.31)
The risks involved in concentrated stock positions, why factor investing is so hard, the limitations of historical market data, the myth of the ma…
7 years, 9 months ago