Podcast Episodes
Back to SearchMarkets Begin Year-End Gyrations (12/5/23)
(12/5/23) Markets sold off, despite bouts of buying, as investors take advantage of the dips. Mag-7 has been lagging under pressure...but don't read …
2 years, 3 months ago
Is the 'Everything' Rally Over? (12/4/23)
(12/4/23) Welcome to the first full week of December trading; a review of Mrs. Roberts' Birthday Weekend; market-wise, the stock buy back window is c…
2 years, 3 months ago
Is a Sell-off Near for the Magnificent Seven? (12/4/23)
(12/4/23) The S&P has had a terrific run, now two standard deviations above the 50-DMA, but it's also getting a little extreme at this point. Normall…
2 years, 3 months ago
Will You Be Visited by Ghosts of Financial Mistakes-past? (12/1/23)
(12/1/23) The next James Bond movie should be called, "Convexity," starring Michael Lebowitz; looking at the Climate Summit: What's on Bill Gates' ag…
2 years, 3 months ago
Doing the Bond Math in Fiscal Dysfunction (11/30/23)
(11/30/23) Face-off Movie, Bond Math, and Market Preview: How does the Consumer continue to spend? Texas' Christmas spending habits = $817/avg. Budge…
2 years, 4 months ago
What Would Charlie Munger Do? (11/29/23)
(11/29/23) Berkshire Hathaway #2 man, Charlie Munger has passed at age 99; Danny & Jon review his greatest quotes & investing philosophies; Mark Cube…
2 years, 4 months ago
If You Think You Made Too Much Money this Year... (11/28/23)
(11/28/23) After a protracted Thanksgiving break, Danny and Jonathan preview markets and economic releases this week, along with Fed minutes & holida…
2 years, 4 months ago
Dave Ramsey is Wrong About Retirement Withdrawal Rates (11/24/23)
(11/24/23)Withdrawal Rates & Recency Bias: Why Dave Ramsey is wrong about withdrawal rates. MorningStar: Dealing with higher fixed-income rates: not …
2 years, 4 months ago
The Fed's Conundrum (11/23/23)
(11/23/22) Recession will occur when employment turns sour. Fed guidance to markets: Not saying anything for a while, positioning to be "right," rega…
2 years, 4 months ago
What Does the Fed Know It's Not Telling Us? (11/22/23)
What does the Fed know that they're not telling the rest of us? Comparing 2016-19 to now: The Fed managed rate changes and the lag effect, saving the…
2 years, 4 months ago