The Curious Engineer

A Wealth of Common Sense

2017–2021

1,440 posts

← 2013–2016 2022–2026 →

2021 329

December 2021

  1. Underestimate the U.S. Economy at Your Own Risk
  2. Animal Spirits: When to Sell a Growth Stock
  3. The Best Books I Read in 2021
  4. My Favorite Charts of 2021
  5. Animal Spirits: Listener Mailbag
  6. The Future of the Movie Industry
  7. Could Crypto Adoption Eventually Derail the Stock Market?
  8. Animal Spirits: An Extraordinary Decade
  9. The Pandemic Has Made Everyone Richer
  10. Talk Your Book: Massive ETF Inflows
  11. Are 5 Stocks Really Carrying the Entire Stock Market?
  12. Finding Some Middle Ground Between Paul Volcker & Jerome Powell
  13. Enjoying Life Now vs. Enjoying Life in the Future
  14. Animal Spirits: Person of the Year
  15. Inflation in the Housing Market
  16. Talk Your Book: Investing in Carbon Allowances
  17. Expected Returns Over the Next Decade
  18. When Speculation Costs You More Than Money
  19. Do Government Bond Yields Still Matter as an Economic Signal?
  20. Animal Spirits: The Most Crowded Stocks
  21. This Bull Market Hasn’t Always Been Easy
  22. Risk & Return Expectations For Crypto
  23. Talk Your Book: Down with Title Insurance
  24. Market Cap Rules Everything Around Me
  25. Picking the Losers is Easier Than Picking the Winners in the Stock Market
  26. Animal Spirits: Housing Prices Are Still Too Low

November 2021

  1. Strategy Follows Structure
  2. Growing Accustomed to Fear
  3. The 3 Different Ways to Buy & Hold
  4. How to Create Your Own Dividends
  5. Animal Spirits: The High Beta Crash
  6. How Inflation is Driving the Stock Market
  7. Talk Your Book: Where to Save For Your Down Payment
  8. Two Things That Are Both True
  9. What’s Going to Put an End to the Labor Shortage?
  10. Is It Time to Cash Out and Sell Your House?
  11. Animal Spirits: Everyone Hates Inflation
  12. The Current State of the Economy & Markets
  13. The Worst Case Inflation Scenario
  14. Buying Low Is the Easy Part
  15. Is 90% in Stocks Too Much During Retirement?
  16. Some Thoughts on the Highest Inflation Rate in 30 Years
  17. Animal Spirits: Great Quartr Guys
  18. The Inexorable March Higher in Profits
  19. Some Lessons About the Housing Market From Zillow’s Blunder
  20. Talk Your Book: Why Annuities Have Higher Yields Than Bonds
  21. Do Interest Rates Matter More to the Economy or the Stock Market?
  22. The 3 Levels of FOMO
  23. Where Should I Save For My Down Payment?
  24. Animal Spirits: There’s No Crying in Crypto
  25. Will We Have a Recession in the Next Year?
  26. Talk Your Book: Real-Time Betting Markets

October 2021

  1. The United States Has Been Going Broke For Decades
  2. The 10 Most Dangerous Words in Investing
  3. Introducing My New Show: Portfolio Rescue
  4. Animal Spirits: Hyperinflation, It’s Happening
  5. Ownership Inequality in the Stock Market
  6. Talk Your Book: How to Use Thematic ETFs
  7. Inflation vs. Stock Market Returns
  8. Wealth Management Money is Coming For Crypto
  9. Being a Contrarian is Easier in Hindsight
  10. Animal Spirits: It Wasn’t Transitory
  11. Economic Side Effects From the Pandemic
  12. 4 Things That Will Never Change For Young Investors
  13. Talk Your Book: Finding Growth Stocks Around the Globe
  14. Is There Survivorship Bias in U.S. Stock Market Performance?
  15. The 3 Factors That Determine Wealth
  16. Time Horizon is Everything For Investors
  17. Animal Spirits: The 24/7 Stock Market
  18. Why Millennial Parents Won’t Drive a Minivan
  19. How Much Should You Spend on Your House?
  20. Why Budgets Make People Angry
  21. An Unhealthy Obsession with Money
  22. Animal Spirits: Unaffordable Housing
  23. Are U.S. Housing Prices Becoming Unaffordable?
  24. Animal Spirits: Listener Mailbag
  25. The Worst Stock and Bond Returns Ever
  26. This Market Makes No Sense

September 2021

  1. Are Rising Interest Rates Bad For Tech Stocks?
  2. Animal Spirits: Richer Than Ever
  3. Invest Your Way to Financial Freedom
  4. Talk Your Book: Accelerating Your Returns
  5. Save Now, Buy Later
  6. Inflation in Time & Inconvenience
  7. Benjamin Graham vs. Jesse Livermore
  8. Animal Spirits: The Next Lehman
  9. The Consequences of a Market Correction
  10. Can Young People Still Count on Social Security?
  11. Talk Your Book: The Fabric of Risk
  12. The Psychology of Betting Big and Losing it All
  13. The Big Stock That’s the Most Vulnerable
  14. Abundance & Scarcity: The Enemies of Appreciation
  15. Animal Spirits: The Crypto Gateway Drug
  16. Why is There Nearly $10 Trillion Earning Nothing in Savings Accounts?
  17. Talk Your Book: An Alternative to Low Bond Yields
  18. Why Financial Manias Persist
  19. What Has the Stock Market Taught Us Since 2010?
  20. Animal Spirits: Interest Rates Are Never Going Up Again
  21. Why U.S. Housing Prices Aren’t as Crazy as You Think
  22. Talk Your Book: Insourced CIO
  23. How The Big Short Turned Into The Big Long
  24. Some Thoughts on My Experience Getting Covid
  25. Animal Spirits: The Big Long

August 2021

  1. Animal Spirits: Listener Mailbag
  2. The Death of the Starter Home?
  3. Why I Might Never Pay Off My Mortgage
  4. The Books That Help Explain Every Market Cycle of the Past 80 Years
  5. Animal Spirits: How to Crush a Job Interview
  6. A Very Good Year in the Stock Market
  7. Talk Your Book: Bring Your Own Deal
  8. How to Hedge the Housing Market
  9. Inflation vs. Wages
  10. Even Richer People
  11. Animal Spirits: Ben Turns 40
  12. 40 Things I Don’t Know by Age 40
  13. All or Nothing Markets
  14. Why Don’t We Start Off By Canceling Student Loan Interest?
  15. The Path of the Mona Lisa, Pop Culture & NFTs
  16. Animal Spirits: Did Bitcoin Kill Gold?
  17. How Overvalued is the Stock Market Right Now?
  18. Does It Make Sense To Use Your House as a Savings Vehicle?
  19. Talk Your Book: Investing in Dual Impact ETFs
  20. Simple Explanations For Complex Topics
  21. Can You Change The Way You Feel About Money?
  22. We Were Both Wrong About Robinhood
  23. Animal Spirits: The Best Way to Get a Raise
  24. Simple vs. Complex, 2020 Edition
  25. My Experience Getting Robinhood IPO Shares on Robinhood
  26. The Most Underappreciated Force in the Economy Right Now

July 2021

  1. The Shortest Recession Ever
  2. 9 Questions For The Bull Market
  3. Animal Spirits: We Love to Spend Money
  4. There is No Such Thing as a “Normal” Market Environment
  5. As Good As it Gets?
  6. What it Means to be Rich
  7. How to Predict a Market Crash
  8. Emotions Matter More Than Interest Rates
  9. Animal Spirits: Prices Only Go Up
  10. Making it Look Easy is Hard Work
  11. How the Stock Market Works
  12. Talk Your Book: Invest By Avoiding the Losers
  13. Hedging Inflation is Harder Than it Sounds
  14. Are the Roaring 20s Already Here?
  15. The Biggest Differences Between Now & The Housing Bubble
  16. Animal Spirits: High School Reunion
  17. Why Do We Always Focus on the Bad Stuff?
  18. The Rebirth of the IPO
  19. Talk Your Book: Investing in High-Quality Growth Stocks
  20. Bulls on Parade
  21. The Best Investments I Ever Made
  22. What’s Driving the Stock, Bond & Housing Markets Right Now?
  23. Animal Spirits: $35 Trillion Giveaway
  24. The Robinhood Conundrum
  25. How Long Does it Take For the Stock Market to Double Off a Bear Market Bottom?
  26. What Would You Do with a Hundred Grand Right Now?
  27. Inequality in the Housing Market

June 2021

  1. Animal Spirits: The Wealthiest Generation
  2. Doing Nothing is Hard Work
  3. Why Aren’t Interest Rates Higher?
  4. 16 Unbelievable Facts About the Markets
  5. Living Paycheck to Paycheck on $100,000 a Year
  6. Talk Your Book: Anti-Carry
  7. Idiots, Maniacs & the Complexities of Risk
  8. Animal Spirits: Lifestyle Creep
  9. Why I’m Never Cutting the Cord
  10. The Most Important Thing That’s Happened in Our Lifetime?
  11. Demographics Are Destiny in the Housing Market
  12. Is BlackRock Buying All of the Houses?
  13. How To Prepare For a Lengthy Bull Market
  14. Animal Spirits: Fed Apologists
  15. Predicting Inflation is Hard
  16. Ford vs. Tesla
  17. Why I’m Not Worried U.S. Household Debt Is At Record Highs
  18. The Coming Boom in Travel Credit Card Rewards
  19. Animal Spirits: The State of the Housing Market
  20. How to Hedge Against Inflation
  21. Animal Spirits: Permanent Stimulus
  22. Why Interest Rates Have to Stay Low For a Very Long Time
  23. The Future of Bear Markets
  24. The Stock Market vs. Earnings Growth
  25. A Short History of Money Market Funds
  26. Talk Your Book: The Commodity Supercycle
  27. Some Random Thoughts About Inflation, AMC & Small Caps
  28. Animal Spirits: And Then I Got Scammed
  29. If You’re Still Worried, You Aren’t Wealthy

May 2021

  1. 200+ Years of Asset Class Returns
  2. Has There Ever Been a Worse Time to Be a Homebuyer?
  3. Animal Spirits: Listener Mailbag
  4. The Guy Fieri Theory of Investing in the Internet Age
  5. Animal Spirits: The Worst Time to Buy a House
  6. Is Now the Time To Cash Out Some Home Equity?
  7. 4 Lessons From the Crypto Crash
  8. Last Year vs. This Year in the Markets
  9. Did HGTV Ruin the Housing Market For Millennials?
  10. On the Benefits of Curiosity
  11. Crash Rules Everything Around Me
  12. Animal Spirits: A Shortage of Everything
  13. What Advice Would You Offer Newly Minted Dogecoin Millionaires?
  14. The Pros & Cons of Liquidating Your Portfolio To Buy a House With Cash
  15. 12 of My Biggest Post-Pandemic Questions
  16. Life is Too Short to Save Everything
  17. Talk Your Book: Growth at a Reasonable Price
  18. The Future of Bear Markets & Recessions
  19. Animal Spirits: Bubbles are Forever
  20. Sometimes You Just Have to Eat Your Losses in the Markets
  21. We Need to Build More Houses
  22. How to Lose Money When the Stock Market is at All-Time Highs
  23. Is It Harder For Young People to Get Rich Today?
  24. 10 Things You Shouldn’t Care About as an Investor
  25. Animal Spirits: We Should Be In a Bubble
  26. When Does It Make Sense to Take Profits From Your Biggest Winners?
  27. The Difference Between Managing Money and Managing Investors
  28. The U.S. Stock Market SHOULD Be In a Bubble

April 2021

  1. Owning a Car vs. Leasing a Car
  2. Stock Market Returns Are Anything But Average
  3. Animal Spirits: The YOLO Economy
  4. The Golden Age of Fraud is Upon Us
  5. The Psychology of Fighting the Last Crash
  6. The Case For a Having a Fun Portfolio
  7. All Models Are Wrong But Some Are Useful
  8. The Two Most Underappreciated Forces Driving Markets Today
  9. Animal Spirits: The Dumbest Week Ever
  10. How Much is Your Time Worth?
  11. The Most Annoying Bull Market of All-Time
  12. How Much Should You Have Saved in Your 30s?
  13. What’s a First-Time Homebuyer To Do Right Now?
  14. Some Thoughts on Coinbase
  15. Animal Spirits: A Shortage of Workers
  16. Overnight Millionaires
  17. Who Owns Stocks in the United States?
  18. What Happens After the Stock Market is Up Big?
  19. Winnie the Pooh Translates Financial Jargon
  20. Animal Spirits: Listener Mailbag
  21. Why This is Not Another Housing Bubble
  22. Animal Spirits: Housing Bubble 2.0?
  23. How Many Months’ Worth of Spending Do You Need in Your Emergency Fund?
  24. The Growth-Value Cycle
  25. The 4 Types of Robinhood Traders
  26. How Much Money Do You Need to Make to Buy a New Car?
  27. The Problem With Timing The Housing Market

March 2021

  1. Animal Spirits: The Active Management Resurgence
  2. Can the Stock Market Crash During an Economic Boom?
  3. How Recessions Change the Winners in the Stock Market
  4. Owning the Best Stocks is Hard
  5. How To Make Up Lost Ground If You Got a Late Start Saving For Retirement
  6. Talk Your Book: Investing in the Gig Economy
  7. How Much Money Do You Need To Make To Be Considered Rich?
  8. Animal Spirits: An Affordability Crisis
  9. A Look Back at the Corona Crash One Year Later
  10. Inflation Matters More For the Stock Market Than Interest Rates
  11. What If Housing Prices Aren’t As High As They Appear?
  12. How Could You Be Bearish on the Economy Right Now?
  13. Talk Your Book: The Case For Emerging Markets
  14. Ray Dalio & The Power of Setting Defaults For Optimism
  15. Animal Spirits: Super Bullish
  16. Why Housing is a Good Hedge Against Inflation
  17. The Most Important Investment Factor of the 21st Century
  18. Four Things Everyone Needs to Know About the Markets
  19. Some Things I Don’t Know
  20. Talk Your Book: Investing in Freedom
  21. The Simplest Asset to Hedge Against Inflation
  22. Animal Spirits: The Recession is Over
  23. Is Diversification Finally Working?
  24. The Biggest Economic Experiment in History
  25. Owning Individual Stocks vs. Owning the Stock Market
  26. Could Inflation Give Us a Wonderful Buying Opportunity?
  27. Talk Your Book: The Most Ambitious ETFs
  28. Investments as a Status Symbol
  29. Animal Spirits: Never Bet Against America
  30. A Bleak Future For Long-Term Government Bonds
  31. Shortages Everywhere You Look

February 2021

  1. What If Interest Rates Don’t Matter as Much as We Think?
  2. The Best Time to Give Back
  3. Talk Your Book: Investing in Moonshots
  4. The Stock Market Is Smarter Than All of Us
  5. Animal Spirits: The Beanie Baby Bubble
  6. Never Go Full Weimar
  7. The Psychology Behind the Boom in Collectibles
  8. How Does the Stock Market Perform When Interest Rates Rise?
  9. 3 Reasons People Trade Options
  10. Animal Spirits: Listener Mailbag
  11. 12 Things I Remind Myself When Markets Go Crazy
  12. Animal Spirits: Bidding Wars
  13. Why Valuations Probably Won’t Matter For a While
  14. Why Is College So Expensive?
  15. A Short History of U.S. Stock Market Corrections & Bear Markets
  16. The Biggest Difference Between Now & the Dot-Com Bubble
  17. Talk Your Book: The Madness of the Crowds
  18. The Defining Trait of All Bubbles: The Willful Suspension of Disbelief
  19. Animal Spirits: Money Tree
  20. The Investment Strategy That Makes Your Life Easier
  21. The Catch-22 of Selling Your House Right Now
  22. Some Friendly Reminders About Day Trading
  23. Will Robinhood Become the Facebook of Finance?
  24. Talk Your Book: Commission-Free Insurance
  25. The Best Way to Manage Sequence of Return Risk
  26. Animal Spirits: The Big Squeeze
  27. How The “Dumb” Money Won
  28. How the Stock Market Works

January 2021

  1. The Biggest GameStop Overreactions
  2. When Markets Become a Pop Culture Phenomenon
  3. 10 Signs You Are Not a YOLO Trader
  4. How Does the GameStop Saga End?
  5. What In the World is Going On in the Market Right Now?
  6. Animal Spirits: It’s Very Different This Time
  7. For Better of For Worse, This is a Young Person’s Market Right Now
  8. How Technology Ate The Stock Market
  9. 9 Uncomfortable Facts About the U.S. Stock Market
  10. Getting Your Stock Picks From Podcasts
  11. Talk Your Book: Investing in Fixed Income
  12. Markets That Are Definitely NOT In a Bubble
  13. Animal Spirits: Micro Bubbles
  14. So You Turned $300k Into $3 Million. Now What?
  15. Why Bubbles Are Good For Innovation
  16. Stock, Bond & Cash Returns: 1928-2020
  17. How To Invest in a Bubble
  18. It’s Time to Prepare For Markets & the Economy to Get Weird
  19. Animal Spirits: Tesla is the Next Tesla
  20. Why People Won’t Change Their Mind
  21. Are Roth IRAs Overrated?
  22. It’s OK To Build Wealth Slowly
  23. Bitcoin is a Call Option on Human Nature
  24. Talk Your Book: 2021 Outlook
  25. Deep Risk in the United States of America
  26. Animal Spirits: Inflation Truthers
  27. Updating My Favorite Performance Chart For 2020
  28. Inflation Truthers
  29. Drawdowns & Melt-Ups: The Year That Was in the Markets
  30. Animal Spirits: The Best of 2020

2020 350

December 2020

  1. Golden Age Thinking
  2. Animal Spirits: Everyone Knows Everything
  3. 9 Questions I Have For 2021
  4. The Biggest Market Comeback of the Year
  5. Type I and Type II Charlatans
  6. Talk Your Book: Momentum Investing with Joe Terranova
  7. A Short History of Chasing The Best Performing Funds
  8. Animal Spirits: Never Stop Buying Lottery Tickets
  9. Investing in Stocks At All-Time Highs
  10. What If You Only Invested at Market Peaks?
  11. The Best Books I Read in 2020
  12. The Hardest Market Environment Ever
  13. How to Start Your Financial Life
  14. Penis Thieves & Asset Bubbles
  15. Animal Spirits: IPO Mania
  16. The 2020s Will be the Decade of Customization For Financial Advisors
  17. The 5 Phases of a Bubble
  18. My 2020 Investing Lessons
  19. Could We See Record Stock Market Valuations This Cycle?
  20. Talk Your Book: ESG Investing
  21. How to Publish Your Own Book
  22. Animal Spirits: How America Invests
  23. Timeless Themes From the Movie Wall Street
  24. How to Invest When You’ve Already Won the Game
  25. The 20 Rules of Personal Finance
  26. The Beauty of Outsourcing
  27. Talk Your Book: The Structured Marketplace
  28. How I Invest My Own Money
  29. Animal Spirits: Raising the Minimum Wage
  30. How Personal Finance Helped Launch Dazed and Confused

November 2020

  1. How a Zoom Meeting Led to My New Book About Saving For Retirement
  2. The Best Case Scenario For Bitcoin
  3. Some Things the Pandemic Has Given Me a Greater Appreciation For
  4. Animal Spirits: Is Bitcoin the New Gold?
  5. What Happens to Small Caps After a Huge Monthly Gain?
  6. The Youths Are Coming For The Housing Market
  7. The 3 Most Important Words in Finance
  8. Bigger Problem: Student Loans or Credit Card Debt?
  9. Talk Your Book: Direct Indexing
  10. The Biggest Stock Market Reversal in History
  11. Animal Spirits: Cancel All the Debt
  12. Should Index Fund Investors Care About Tesla Getting Added to the S&P 500?
  13. Is the Vaccine Our One Giant Leap?
  14. Why Your Paycheck Is Probably Lower Than it Should Be
  15. How Much is $20 a Month Worth?
  16. Talk Your Book: But What Happens Tomorrow?
  17. The Glass is Half Full and Half Empty Right Now
  18. Animal Spirits: The Vaccine
  19. Could the Bond Market Derail the Stock Market?
  20. The Post-Pandemic Trade
  21. What Happens When Investors See People Dumber Than They Are Getting Rich
  22. My Biggest Post-Election Market Questions
  23. Everybody Lies: Pollster Edition
  24. Animal Spirits: Trading the Election
  25. Some Business & Leadership Lessons From Past Presidents
  26. When the Siren Song of Market Timing is the Loudest
  27. Presidential Terms & Market Cycles

October 2020

  1. What’s the Catch?
  2. Talk Your Book: Stacker ETFs
  3. The Fine Line Between Persistence and Insanity in the Markets
  4. Animal Spirits: The Worst Chart in Finance
  5. What’s Going to Happen to All the Underfunded Pensions?
  6. Does The Price of Oil Even Matter Anymore?
  7. The Only 5 Things You Can Invest In
  8. How Many Versions of History Will There Be in the Future?
  9. Talk Your Book: Is the Fed Too Entrenched?
  10. Every Time Out It’s a Guess
  11. Animal Spirits: Bad Ideas
  12. Investors Need to Become More Comfortable With Volatility in Their Portfolios
  13. Opening An Investing Account For the Kids
  14. What If The 4% Rule For Retirement Withdrawals is Now the 5% Rule?
  15. You Paid Off Your Mortgage. Now What?
  16. Talk Your Book: What’s In An Index?
  17. The Similarities Between Shane Battier and John Maynard Keynes
  18. Animal Spirits: Bearish the Whole Way Up
  19. Why Are So Many Unprofitable Companies the Best Performing Stocks This Year?
  20. Don’t Mix Your Politics With Your Portfolio
  21. Some Thoughts For Young People in the Financial Services Industry
  22. Don’t Take Personal Finance Advice From Billionaires
  23. Talk Your Book: Protecting the Tails
  24. The 7 Things That Matter For Markets Going Forward
  25. Animal Spirits: Living Through History
  26. How Comfortable Are You Holding Stocks For 30 Years?
  27. The Reach For Yield: Is It Really Worth It?
  28. The U.S. Real Estate Market in Charts
  29. A Random Talk with Burton Malkiel
  30. Some Money & Investing Stuff I’ve Changed My Mind About

September 2020

  1. Animal Spirits: Worst Recession Ever
  2. The Coming Psychological Revolution in the Housing Market
  3. Is Exxon the Next General Electric?
  4. Anchoring & Adjustment in the Stock Market
  5. Is Compound Interest Overrated?
  6. Talk Your Book: Investing in Gold
  7. Two Big Trends I’m Thinking About For the Future
  8. Animal Spirits: It’s Hard Being Rich
  9. Is the Ford F-150 Partially Responsible For the Retirement Crisis?
  10. How Benchmarking Impacts Your Decisions
  11. Negativity Is Not an Investment Strategy
  12. Everything You Need to Know About Retirement
  13. How Are Institutional Investors Ever Going to Hit Their Return Targets?
  14. Animal Spirits: Upside Down Markets
  15. How To Get People to Save More Money
  16. 4 Questions I’m Pondering At the Moment
  17. Investing Experts on an Earlier Version of the World
  18. The Work From Home Backlash is Upon Us
  19. The Emotional and Financial Costs of Infertility
  20. Can the 60/40 Portfolio Still Work?
  21. Animal Spirits: Democracy Has Failed
  22. Why Even the Best Stocks Have to Crash
  23. The New Fed Mandate: Full Employment & Asset Bubbles?
  24. The Economics of Parenting
  25. How Much Money is Enough?
  26. Animal Spirits: Asset Price Hyperinflation
  27. The 2 Variables That Drive Stock Prices

August 2020

  1. My Strategy For Dealing With FOMO
  2. Bull Case / Bear Case
  3. The Case For a Post-Covid Spending Boom
  4. Talk Your Book: Sectors & The Business Cycle
  5. The Problem With High Expectations
  6. Animal Spirits: Trickle Up Economics
  7. Risk and Return in the Stock Market Are Not Evenly Distributed
  8. What Happened to the Middle Class?
  9. Has the Market Changed at All Since the Bottom?
  10. How to Spend Money
  11. Statistics Are Bloodless Things
  12. Animal Spirits: The Four Most Dangerous Words
  13. Risk Is Never as Simple as It Seems
  14. Are Emerging Markets Turning Into the S&P 500?
  15. The Flying V-Shaped Recoveries
  16. The 3 Es of Personal Finance & The “Smart” Money
  17. The Hardest Investing Questions to Answer
  18. Animal Spirits: The Smart Money
  19. The Pros and Cons of Miniscule Savings Account Yields
  20. Which Investments Benefit From a Weaker Dollar?
  21. The Most Counterintuitive Recession Ever
  22. The Economics of Home Ownership
  23. Balancing Confidence With Humility: Life Lessons From Cameron Crowe & Philip Seymour Hoffman
  24. Animal Spirits: S&P 5
  25. Concentrated Performance in the Stock Market
  26. Why Housing Could Be One of the Best-Performing Asset Classes of the 2020s
  27. Why Would Anyone Own Bonds Right Now?

July 2020

  1. The Battle of the Bubbles
  2. Talk Your Book: Fixed Income Investing in a Low Rate World
  3. Why Is Gold Rising?
  4. Animal Spirits: The Golden Age of Fraud
  5. What If We Get Inflation But Interest Rates Don’t Rise?
  6. Patience is Virtue No One Has Time For Anymore
  7. How Much Should You Spend On An Engagement Ring?
  8. A Roth IRA For Every Baby in America
  9. How Millennials Can Close the Generational Wealth Gap
  10. Animal Spirits: 10,000 Day Traders
  11. Generational Wealth Inequality
  12. Mortgage Rates Are Insanely Low
  13. How the U.S. Consumer Became the Most Resilient Force in the Economy
  14. How Rich People Go Broke
  15. The Greatest Danger Investors Face
  16. Investment Policy for Institutional Investors
  17. Animal Spirits: This is a Bubble
  18. It’s Easier to Start a Bull Market Than Prevent a Bear Market
  19. Wealth Inequality & Lottery Tickets
  20. If We Can Print Our Own Money Why Do We Have to Pay Taxes?
  21. What Should College Students Do This Fall?
  22. It Depends
  23. Animal Spirits: The Future of Education
  24. 5 Thoughts on a World with No Yield
  25. Explaining the 2020 Stock Market
  26. The Bear Market in Happiness
  27. TL;DR: The Best Finance Books in One Sentence
  28. The Nifty Fifty and the Old Normal
  29. The Best and Worst Quarters in Stock Market History
  30. Animal Spirits: Existential Hurricane

June 2020

  1. I’m Worried
  2. How Often Do Long-Term Bonds Beat Stocks?
  3. The Only Rational Deployment of Our Ignorance
  4. Joe Granville: The Original Dave Portnoy
  5. How Would Investors React If We Finally Get Some Inflation?
  6. Animal Spirits: Inflation Ahead
  7. Why Are Credit Card Interest Rates So High?
  8. The Air Conditioning Effect
  9. How Rare is a Double Dip Recession?
  10. Talk Your Book: Advisor Solutions with Helios
  11. As Old as the Hills
  12. When Should You Sell Your Stocks?
  13. Animal Spirits: The Opposite of a Falling Knife
  14. How Will Private Equity Work in 401ks?
  15. Why the Market is So Confused Right Now
  16. Is This The Most Volatile Year Ever?
  17. Some Things About the Markets That Will Never Change
  18. Backtests vs. Real Life in the Markets
  19. Animal Spirits: Stock Market Euphoria
  20. 5 Signs This Might Be a New Bull Market
  21. The 2020 Stock Market By the Numbers
  22. The Craziest Charts of the Year (So Far)
  23. Talk Your Book: How to Make Better Financial Decisions With Daniel Crosby
  24. Massive Up and Down Moves in Stocks in the Same Year Are More Common Than You Think
  25. Animal Spirits: The Unluckiest Generation
  26. Why We Don’t Learn From History

May 2020

  1. Why Bad is Stronger Than Good (There is No Opposite of Trauma)
  2. Winners & Losers from the Work From Home Trend
  3. A One-of-a-Kind Market Environment
  4. How Much of the Bear Market Losses Have Been Recovered?
  5. Animal Spirits: Valuations Don’t Matter
  6. The Diversification Drag & The Management of Luck
  7. Bubble Behavior During a Depression
  8. The Best Source of Investment Income?
  9. Is the Stock Market Overvalued?
  10. Animal Spirits: Is the Stock Market Wrong?
  11. Low Bond Returns Are Nothing New
  12. Inequality Everywhere You Look
  13. The Simplest Way to Make Up For Portfolio Losses
  14. Animal Spirits: Too Young, Too Dumb & Too Inexperienced
  15. Nothing Fails Quite Like Success in the Stock Market
  16. Animal Spirits: Fallen Angels
  17. Does Better Virus Response Lead to Better Stock Market Outcomes?
  18. Does Covid-19 Prove the Stock Market is Inefficient?
  19. The 5 Types of Investors In This Market
  20. Some Thoughts, Worries and Questions About the Crisis
  21. What Happens to Stocks After a Big Up Month?
  22. Can Millennials Count on Social Security In Financial Planning?
  23. What Happens When Distressed Markets Don’t Give You Distressed Prices?
  24. Animal Spirits: Whatever it Takes Squared
  25. Going Down a Rabbit Hole of Companies Impacted by This Crisis
  26. How Will the Crisis Impact Housing Prices?
  27. It’s Just Another Manic Market
  28. Animal Spirits: A Noobwhale Picker’s Market

April 2020

  1. Why Value Died
  2. Animal Spirits: Capitalism as We Know It
  3. Occam’s Razor on Interest Rates and the Stock Market
  4. More Thoughts on the Worst Case Scenarios for Diversified Portfolios
  5. Some Crisis Investing Lessons From My Fun Portfolio
  6. Making Sense of a Stock Market That Doesn’t Make Any Sense
  7. Animal Spirits: Physical Delivery
  8. What’s The Worst Case Scenario for Diversified Portfolios?
  9. Do We Need to Worry About Government Debt?
  10. Animal Spirits: Free Oil
  11. The Collapse of the Energy Sector
  12. Different Strategies For Putting Cash to Work During a Bear Market
  13. Stocks Just Took the Elevator Down & The Elevator Up
  14. The Wild World of Yield Chasing
  15. Animal Spirits: The Second Wave
  16. What Could Cause Another Leg Down in the Stock Market?
  17. Personal Finance During a Crisis
  18. Animal Spirits: Mountains of Debt
  19. The Stock Market is Not Your Benchmark
  20. Why This Crisis is Going to Make Wealth Inequality Even Worse
  21. Pandemics vs. Post-War Recoveries
  22. Two Reasons the Fed is So Polarizing
  23. My New Theory About Future Stock Market Returns
  24. Animal Spirits: The Fed’s Bazooka
  25. Buying Foreign Stocks After a Fall
  26. What Good is History When Dealing With an Unprecedented Crisis?
  27. Animal Spirits: Some Good News
  28. What Happened to Small Cap Value?
  29. Does Experience Matter During a Bear Market?
  30. Why Valuations Don’t Always Matter in a Bear Market
  31. Would You Rather: Buy Too Early or Buy Too Late in a Bear Market?
  32. The Relationship Between Earnings and Bear Markets
  33. Animal Spirits: The Great Unwind
  34. Words of Wisdom From William Bernstein
  35. When Dollar Cost Averaging Matters the Most
  36. Animal Spirits: Dead Cat Bounce?

March 2020

  1. The Corona Crisis vs. The Great Depression
  2. Even Warren Buffett Can’t Nail the Bottom
  3. A Short History of Dead Cat Bounces
  4. Some Questions I’m Pondering During the Crisis
  5. The Hardest Part of a Buy & Hold Strategy
  6. Animal Spirits: The Historic Surge in Unemployment
  7. Surviving Your Very First Market Crash
  8. How Did We Ever Get to The Roaring Twenties?
  9. Animal Spirits: The First Thing to Go in a Crisis
  10. How Does the Market Crash Impact Retirees?
  11. How Are Diversified Portfolios Holding up During the Crash?
  12. How I’m Managing My Own Money Through the Crisis
  13. Random Thoughts on the Crash As We Catch Our Breath
  14. What If You Buy Stocks Too Early During a Market Crash?
  15. Animal Spirits: Bailing Out Main Street
  16. What’s Causing All the Panic Buying & Selling of Stocks?
  17. Returns From the Bottom of Bear Markets
  18. The Power of the Human Spirit
  19. Animal Spirits: Is This Worse Than 2008?
  20. The Historic Sell-Off & a Game of Expectations
  21. Why You Can’t Always Swing at the Fat Pitch During a Crisis
  22. Talk Your Book: Positive & Negative Compounding – Trading Direxion Leveraged ETFs
  23. Levels of Losing in the Stock Market
  24. How Long Does it Take to Make Your Money Back After a Bear Market?
  25. Animal Spirits Emergency Podcast: Preparing for a Recession
  26. Creating an Overreaction Plan for the Coronavirus
  27. The Relationship Between Recessions and Market Crashes
  28. Animal Spirits: Oil’s 1987 Moment
  29. The One Guarantee in the Stock Market
  30. Some Random Thoughts on a Big Down Day in the Stock Market
  31. A Random Watch Down Wall Street: The Founder
  32. Why I’m More Worried About the Bond Market Than the Stock Market
  33. Can You Handle 100% of Your Money in Stocks During a Correction?
  34. Advice Doesn’t Have to Be Complicated to Be Effective
  35. How Do We Get People to Save More For Retirement?
  36. Animal Spirits: The Emergency Rate Cut
  37. Questions Every Investor Needs To Ask Themselves Right Now
  38. Talk Your Book: Investing in Commodities
  39. What Happens to Stocks After a Big Down Month?

February 2020

  1. The Art of Not Panicking
  2. 12 Things That Won’t Help You During a Market Correction
  3. Fear and Influenza: How Viruses Spread
  4. Animal Spirits: Michael’s Worst Investment Ever
  5. 5 Companies Make up 18% of the S&P 500. Should Investors Care?
  6. Talk Your Book: Small & Mid Cap Growth Stock Investing
  7. Markets Have ALWAYS Been Rigged, Broken & Manipulated
  8. Should You Pay Off Your Mortgage Early With Rates So Low?
  9. A Short History of Advertising
  10. Animal Spirits: What Makes People Happier Than Money
  11. The Biggest Problem in Finance?
  12. A Random Watch Down Wall Street: Margin Call
  13. Some Lessons From 92 Years of Market Return Data
  14. The Biggest Wealth Levers
  15. The Biggest Risk in Crypto Today
  16. Animal Spirits: Everybody’s Trading
  17. Some Bull Market Reminders
  18. Talk Your Book: How to Create Income in Your Portfolio
  19. Some Thoughts on Young People Getting into Day-Trading
  20. Is the Financial Media Too Negative?
  21. Simple vs. Complex, 2019 Edition
  22. Animal Spirits: Do Economies Need to Go Bust?
  23. Will Retiring Baby Boomers Crash the Stock Market?
  24. Talking Financial Fraud on The Compound
  25. When Does the Federal Deficit Matter?

January 2020

  1. The 5 Types of Retirement Savers
  2. Putting the Next Market Downturn into Perspective
  3. Animal Spirits: Apocalyptic Thinking
  4. What the 2020s Will Look Like For the Markets
  5. My NYC Don’t Fall For It Media Tour
  6. The Man Who Tried to Sell the Eiffel Tower (Twice)
  7. Owning a Home is Not For Everyone
  8. Asset Allocation Quilt Redux
  9. Animal Spirits: The Short Squeeze
  10. 2018 vs. 2019 in the Stock Market
  11. How to Write a Book in Your Spare Time
  12. Where the Magic Happens in the Stock Market
  13. Updating My Favorite Performance Chart For 2019
  14. Animal Spirits: The 10 Best Jobs in America
  15. The Relationship Between War & The Stock Market
  16. The Future of Book Publishing
  17. Are We Facing an Aging Crisis?
  18. Crazy Tales of Financial Fraud (That Didn’t Make It Into My Book)
  19. Introducing My New Book – Don’t Fall For It: A Short History of Financial Scams
  20. Animal Spirits: Millennials on Communism
  21. My First Piece in Fortune Magazine
  22. 10 Things Investors Can Expect in 2020
  23. I Gotta Say, It Was a Good Year
  24. No One Wants to Follow a Pessimist
  25. Animal Spirits: Everybody’s Busy

2019 284

December 2019

  1. The 2010s Market Decade in Review
  2. Peter Lynch: The Barry Sanders of Investing
  3. The Awful Economy Paul Volcker Inherited in 1979
  4. Animal Spirits: The Best Decade in Human History
  5. Looking Back at The Bear Market, a Year Later
  6. A Random Watch Down Wall Street: Trading Places
  7. The Best Books I Read in 2019
  8. What Big Stock Market Returns in 2019 Mean For 2020
  9. My New Goal in Life: Avoid a Mid-Life Crisis
  10. Animal Spirits: Shopping Under the Influence
  11. Charts of the Decade
  12. Talk Your Book: The Case For Tactical Equity
  13. Jimmy Hoffa & General Motors: When Labor Ruled the World
  14. Does This Make Any Sense?
  15. Raising the Best Kids You Can
  16. Animal Spirits: Murder of the American Dream
  17. Financial Gifts For Your Holiday Wish List
  18. A Random Watch Down Wall Street: Boiler Room
  19. Putting Private Equity Dry Powder Into Perspective
  20. Is the 100-Hour Work Week in Investment Banking Worth It?
  21. Bull Markets Last Much Longer Than You Think
  22. Animal Spirits: It’s What It Is
  23. There’s Always a Bear Market Somewhere
  24. Talk Your Book: Elimination Alpha – How to XOUT Your Portfolio Losers
  25. Where Have All The Stock Market Returns Come From This Decade?

November 2019

  1. Is Daycare the Next Student Loan Crisis?
  2. All-Time Highs Are Both Scary & Normal
  3. Animal Spirits: The Nastiest, Hardest Problem in Finance
  4. We Don’t Need a Recession For a Reset in the Stock Market
  5. Talk Your Book: Value & Momentum with Wes & Jack
  6. The 5 Greatest Investors of All-Time
  7. The 5 Types of Market Crash Predictions
  8. Rituals and Routines
  9. Animal Spirits: Worst Call Ever?
  10. Would the Stock Market Crash if Elizabeth Warren Became President?
  11. Talk Your Book: Defined Outcome Strategies with Jason Barsema of Halo Investing
  12. What Would You Have Done in 2009?
  13. Wealth Inequality and the Anti-Risk Bubble
  14. U.S. Household Debt Isn’t As Bad as You Think
  15. Animal Spirits: I’ve Never Used an Emoji
  16. What Happens Next After Stocks Are Up Big?
  17. Talk Your Book: Coaching the Yankees
  18. Trends That Matter in Asset Management
  19. Traits of the Worst Investors
  20. Talk Your Book: Greg Zuckerman on Jim Simons & Renaissance Technologies
  21. Non-Intuitive Lessons From the Man Who Solved the Market
  22. Animal Spirits: The World’s Worst Investor
  23. The Hierarchy of Stock Market Losses
  24. Refinancing Gains in Real Estate
  25. Will We Ever See Another Great Depression?

October 2019

  1. Useless Career Advice
  2. Animal Spirits: CEO Departures
  3. Dear Bernie Sanders, Banning Buybacks Won’t Help
  4. Talk Your Book: Crossing Wall Street with Eddy Elfenbein
  5. Everything You Need to Know About Recessions
  6. Do We Need to Farm an Asteroid For Stocks to Keep Rising?
  7. How Much Time Should You Spend on Your Finances?
  8. Animal Spirits: The Least Happy Age
  9. Why the IPO Market is Different This Time
  10. 9 Questions I’m Pondering at the Moment
  11. What Does the Future Hold For CFA Charterholders?
  12. A Eulogy for the 60/40 Portfolio
  13. Animal Spirits: The Undies Indicator
  14. When Performance Leads Assets
  15. Re-Kindled: Malcolm Gladwell
  16. Terrible Business Plans, Wonderful Businesses
  17. Where Have all the Stock Market Wizards Gone?
  18. World War II: The Economic Anomaly
  19. Animal Spirits: Winners of the Financial Crisis
  20. Would the Market Care if the President Was Impeached?
  21. Finance Topics That Make Your Head Hurt
  22. Why Do Rich People Give So Much Money to Ivy League Schools?
  23. The Great Fee War of the 2010s
  24. Animal Spirits: Free Trading
  25. Why “The Economy” is Still Relatively New

September 2019

  1. The 2019 S&P 500 Sector Quilt
  2. Monday Morning Quarterbacking
  3. Contradictory Figures: Lessons From Uber’s Rise
  4. Animal Spirits: Stockpiling Cash
  5. The Cost of Selling Your Home
  6. Crazy But True
  7. Can We Talk Ourselves Into a Recession?
  8. Explaining the Stock Market to Big Cat
  9. Animal Spirits: Michael’s Brain Fart
  10. Yes, the Stock Market is Going to Crash
  11. A Market of Stocks
  12. The Powder Keg of Comparison
  13. Passive Bubble Feedback
  14. Animal Spirits: Economically Unattractive
  15. What to Make of a Stock Market That Has Gone Nowhere for a Year-and-a-Half
  16. The Best and Worst Case Scenarios for Bonds from Here
  17. Everyone Struggles
  18. Debunking the Silly “Passive is a Bubble” Myth
  19. Animal Spirits: Who Are the Losers?
  20. Re-Framing the Next Downturn
  21. What Do I Want My Money to Do For Me?

August 2019

  1. Everybody Wins!
  2. Will Millennials Get Destroyed During the Next Recession?
  3. Animal Spirits: Best Case Recession
  4. You Probably Can’t Use the Yield Curve to Time the Market
  5. Re-Kindled: Amusing Ourselves To Death
  6. Does the Stock Market Have a Say in the Presidential Election?
  7. Building Castles in the Air
  8. When the Short-Term Impacts the Long-Term: Are We There Yet?
  9. Animal Spirits: Paycheck to Paycheck
  10. Is The United States Turning Japanese?
  11. Talk Your Book: Invest Like a Hedge Fund With Titan
  12. Who Has the Most Impressive Investment Track Record?
  13. An Appreciation for the Bull Market in Long-Term Bonds
  14. Learning to Embrace the Chaos & The End of History Illusion
  15. Animal Spirits: Business in a Box
  16. The Impact of Interest Rates & Inflation on Stock Market Valuations
  17. This is What Happens as Societies Become Wealthier
  18. TL;DR: The Best Finance Books in One Sentence
  19. Investing in a Negative Interest Rate World
  20. Animal Spirits: The Bankrupt Barber
  21. Cheap Money vs. Investor Psychology
  22. Re-Kindled: Superforecasting
  23. The Big Lie in Personal Finance
  24. Thinking About the Alternatives
  25. Different Ways to be Rich in 2019

July 2019

  1. Animal Spirits: Rush to the Exits
  2. A Short History of Fed Rate Cuts
  3. Investing Proceeds From the Sale of a Business
  4. Writing Lessons From A River Runs Through It
  5. $10,000
  6. Animal Spirits: Broke & Overweight
  7. You May Have Longer Than You Think to Invest For Retirement
  8. The Work Required to Behave in the Markets
  9. The Optimal Portfolio
  10. Why History Gets Stuff Wrong All the Time
  11. Animal Spirits: Shielded Alpha
  12. A Lesson in Portfolio Correlations
  13. Talk Your Book: Agricultural Commodities
  14. Lessons From the 10 Best Years in Stock Market History
  15. What’s in the box!? (The 7 Deadly Sins of Investing)
  16. Trends That May End With The Baby Boomers
  17. Animal Spirits: The Next Big Short?
  18. 3 Ways to Decrease Your Portfolio’s Volatility
  19. Talk Your Book: The Acquirer’s Multiple
  20. My Questions About Negative-Yielding Debt
  21. The Thing That’s Probably Blowing a Hole in Your Budget
  22. Animal Spirits: A Single Push-Up
  23. The Upside of a Recession
  24. Talk Your Book: Global Factor Investing

June 2019

  1. On The Benefits of Being Average
  2. Interest Rate Chasing in Your Savings Account
  3. Will Trend-Following Continue to Disappoint?
  4. Animal Spirits: The Great Depression of 2073
  5. How to Win Any Argument About the Stock Market
  6. Gathering Investment Lessons From the Headlines
  7. Some Advice For New Investors
  8. Which is Harder to Follow: Fitness Advice or Financial Advice?
  9. Animal Spirits: The Four Most Dangerous Words in Podcasting
  10. Why Do We Need Inflation?
  11. Talk Your Book: Trading with MarketSmith
  12. What If Interest Rates Don’t Rise Again For a Long Time?
  13. Some Good News For Retirement Savers For Once
  14. David Swensen & a Target Date Fund Walk Into a Bar
  15. Animal Spirits: Dad Cat Bounce
  16. When Does the Stock Market Go Up?
  17. Talk Your Book: The Net Lease REIT ETF
  18. Managing Money vs. Managing Wealth
  19. Highlights From Stuff I’ve Been Reading Lately
  20. Only a Good Idea in Hindsight
  21. Animal Spirits: The Influencer Bubble
  22. Is the Bond Market Really That Smart?
  23. Re-Kindled: Where Are the Customers’ Yachts?
  24. Just the Facts About Market Corrections

May 2019

  1. Business Booms & Depressions: 1775-1943
  2. Credit Card Benefits You Never Knew About
  3. Animal Spirits: The Podcast Power Law
  4. The David Bowie Hedge When Buying a Home
  5. Talk Your Book: Help With Your Down Payment From Unison
  6. Wealth Is The Stuff You Can’t See
  7. What Are Your Thoughts: The $47 Trillion Question
  8. My Personal Finance Mentor
  9. Animal Spirits: The Absence of Stuff
  10. What Should I Do With Excess Cash?
  11. Talk Your Book: Jeremy Schwartz of WisdomTree
  12. The Difference
  13. The Fund Industry in Charts
  14. All The Jobs I Didn’t Get
  15. Animal Spirits: Michael’s Fitness Pal
  16. What Should I Do With My Inheritance?
  17. 7 Things to Buy When You Have Kids (That No One Tells You About)
  18. What Inning Are We In?
  19. Financial Superpowers
  20. Animal Spirits Ep. 81: The Rorschach Test
  21. Why You’ll Never Invest in the Next Big Short
  22. Re-Kindled: The Big Short
  23. How Compounding Works in the Stock Market
  24. Investing Lessons from the Reigning Jeopardy Champ
  25. 4 Overlooked Investment Decisions
  26. Animal Spirits Ep. 79: Remember Gchat?

April 2019

  1. Things That Were Said During the Bear Market
  2. Why We Believe in Magic
  3. What If You Retire at a Stock Market Peak?
  4. How Hard is it to Become a 401(k) Millionaire?
  5. Animal Spirits Episode 78: The Re-Readables
  6. The 3 Levels of Wealth
  7. A Bad Year in the Bond Market is a Bad Day in the Stock Market
  8. What a Strange Round Trip It’s Been
  9. Recessions vs. Bear Markets
  10. Animal Spirits Episode 77: Money Made By Chance
  11. The Stephen A. Smiths of Personal Finance
  12. Why We’ll Never All Be Happy Again
  13. Prudent Risk Management or Market Timing in Disguise?
  14. The Life Cycle of Wealth
  15. Animal Spirits Episode 76: Money Makes Money
  16. The Stories We Tell Ourselves to Sell Ourselves
  17. RWM is Hiring!
  18. Dividends Don’t Matter As Much As They Used To
  19. The Stocks Manage Themselves
  20. 7 Benefits of Writing
  21. Animal Spirits Episode 75: The Netflix of Financial Advice
  22. So I Tried Cutting the Cord…

March 2019

  1. Real Estate vs. The Stock Market
  2. How to Create Your Own Pension
  3. Personal Finance For Normal People
  4. Animal Spirits Episode 74: Footing the Bill
  5. Economic Growth Heading Into a Recession
  6. Talk Your Book: Creating a Buffer
  7. How Often Is It a Stock-Picker’s Market?
  8. Why Are IPOs Oversubscribed?
  9. Competing Takes
  10. Animal Spirits Episode 73: The Expectations Gap
  11. The Market Won’t Provide High Returns Just Because You Need Them
  12. Talk Your Book: The Low Volatility Anomaly
  13. Will the U.S. Continue to Dominate?
  14. Daniel Kahneman on Intuition
  15. The Art of Repetition
  16. Animal Spirits Episode 72: Where Were You At the Bottom?
  17. Is It Worth It To Be a Famous Fund Manager Anymore?
  18. The 20 Percent Rule
  19. The Real Estate Market in Charts
  20. From Chaos to Concept
  21. Animal Spirits Episode 71: Supremely Efficient Markets
  22. Averages Are Clean But Actual Results Are Messy
  23. The Alternative Was Worse
  24. The Worst Entry Point in Stock Market History?

February 2019

  1. Why Are People Miserable at Work?
  2. Animal Spirits Episode 70: The Rich Man’s Disease
  3. What’s the Return on Mortgage Prepayments?
  4. Cherish Your Exceptions
  5. The Joke Should be the Outlier
  6. Edges That Won’t Go Away
  7. Animal Spirits Episode 69: Denominator Blindness
  8. First Mover Alpha
  9. Auto Loans Are Not the Next Subprime
  10. What’s Up With My Tax Refund?
  11. The Dreaded Earnings Recession
  12. Animal Spirits Episode 68: The Rich Man’s IRA
  13. How to Wreck a Pension Plan in 3 Easy Steps
  14. How Investing Works According to Hollywood
  15. Stock Market Counterfactuals
  16. Budgeting With Cardi B
  17. Animal Spirits Episode 67: Banning Buybacks
  18. Insert Your Economic Story Here
  19. Simple vs. Complex, 2018 Edition
  20. Are Super Bowl Ads Worth The Money?

January 2019

  1. Selectively Cheap
  2. Animal Spirits Episode 66: Adverse Variance
  3. Planning For The Predictable & The Unpredictable
  4. Who Owns All the Stocks & Bonds?
  5. Shifting Risks in the Bond Market
  6. The Gordon Gekko of Fyre Festival
  7. Animal Spirits Episode 65: Stay the Course
  8. The Long-Term in International Stocks
  9. How to Be Memorable
  10. Putting in the Reps
  11. What I Learned From Jack Bogle
  12. Animal Spirits Episode 64: The Richest 50%
  13. Diversification is (Almost) Undefeated
  14. Are Market Moves Happening Faster?
  15. Stocks Down, Yields Up
  16. Two Skills That Normally Don’t Go Together
  17. Animal Spirits Episode 63: Record Outflows
  18. Updating My Favorite Performance Chart for 2018
  19. 10 Things Investors Can Expect in 2019
  20. Can The Unemployment Rate Signal a Recession?
  21. 2017 vs. 2018 in the Stock Market
  22. Animal Spirits Episode 62: The Market Swoon
  23. Mindless Resolutions

2018 256

December 2018

  1. The Forgotten Bear Markets
  2. 5 Thoughts on the Market Downturn
  3. Big Up Days In The Stock Market
  4. Animal Spirits Episode 61: The Bear Market
  5. My 2018 Recommendations
  6. Talk Your Book: Breaking the Market Cap
  7. Buying When Stocks Are Down Big
  8. Where to Find Yield on Your Savings
  9. A History of Fed Rate Hikes
  10. Animal Spirits Episode 60: Everyone Should Earn 3%
  11. Disruption in the Bond Market
  12. Talk Your Book – International Investing
  13. Prediction vs. Preparation
  14. What I’ve Been Reading Lately
  15. 8 Questions As We Head Into Year End
  16. Animal Spirits Episode 59: Late Cycle
  17. The One Constant in the Stock Market
  18. Good News & Bad News About Saving For College
  19. Normal Accidents in the Stock Market
  20. What’s Not Going to Change in Financial Services?
  21. Animal Spirits Episode 58: The Sellers Are in Control
  22. The 80-Hour Workweek
  23. Talk Your Book: Investing in Commodities
  24. Your Household CFO

November 2018

  1. The Amazons of the Fund World
  2. The Biggest Myth in Retirement Savings
  3. Animal Spirits Episode 57: Passive Income
  4. The Stock Market Doesn’t Care About You
  5. When Cash Outperforms Everything
  6. If You Want to Be Happy…
  7. Ben’s Holiday Spending Tips
  8. Animal Spirits Episode 56: How to Ask the Right Questions
  9. Surveying the Damage in Stocks
  10. How the American Consumer Got Addicted to Choice
  11. Talking ETFs, Volatility, Bonds, Value Investing, Endowments & Retirement Withdrawal Strategies
  12. Revisiting the 4% Rule
  13. Animal Spirits Episode 55: How to Create the Perfect Fund
  14. What If You Retire At a Stock Market Peak?
  15. Trends & Time Lapses
  16. Asset Allocation For Investors With an Appetite For Risk
  17. Things You See During Every Market Correction
  18. Animal Spirits Episode 54: Spirit Animal
  19. Under Pressure
  20. Tiny Improvements, Big Results
  21. How Much Should You Charge?
  22. Where Risk Lies in a Balanced Portfolio

October 2018

  1. Animal Spirits Episode 53: Panic a Little
  2. The Relative Anchor in Rates
  3. The Psychology of Sitting in Cash, Part Deux
  4. Martin Short’s Nine Categories for Self Evaluation
  5. When Stocks Fell 10%…
  6. Animal Spirits Episode 52: The Next Subprime
  7. Can the Stock Market Predict The Next Recession?
  8. A Lost Decade of Dollar Cost Averaging
  9. Allow Myself to Contradict…Myself
  10. How To Stay in the Game
  11. Animal Spirits Episode 51: The Healthy Correction
  12. The Worst Kind of Bear Market
  13. Advice For Young People Trying to Break Into The Finance Industry
  14. Who Benefits From a Market Correction?
  15. Big Down Days
  16. Animal Spirits Episode 50: A Committee of Geniuses
  17. The Case For Bonds
  18. Checking in on Bond Market Losses
  19. You Never Know
  20. How Often Can You Buy the Dip in Housing?
  21. Animal Spirits Episode 49: Buy The Housing Dip
  22. 9 Underrated Investing Books

September 2018

  1. What If Stocks Don’t Crash…
  2. Market Timing is Hard
  3. Darwin’s Golden Rule
  4. Animal Spirits Episode 48: Looming Disaster
  5. Undervalued Financial Advice
  6. The New Gilded Age?
  7. The Psychology of Playing the Lottery
  8. Knowledge vs. Skill
  9. Animal Spirits Episode 47: Borrowing From the Future
  10. The Best Performing Stocks
  11. Revisiting the Fall of 2008
  12. Don’t Take Asset Allocation Advice From Billionaires
  13. Is Software Eating Value Investing?
  14. Animal Spirits Episode 46: How the Financial Crisis Affected Millennials
  15. Wage Growth vs. The Stock Market
  16. The Other Failure Risk in VC
  17. Watch What People Do, Not What They Say
  18. Avoiding a Single Point of Financial Failure
  19. Animal Spirits Episode 45: Do We Need a Recession?
  20. Is Real Estate a Non-Correlated Asset Class?
  21. Revisiting The Melt-Up Scenario

August 2018

  1. Could Index Funds Become Too Popular?
  2. Your Biggest Expense as a New Parent
  3. Animal Spirits Episode 44: When Hitler Took Cocaine
  4. Why Doesn’t The Stock Market Care About the News?
  5. 10 Things You May Not Know About the Great Depression
  6. The First Modern Investing Advertisement
  7. Buying Emerging Markets During a Disaster
  8. Animal Spirits Episode 43: Why Andy Dufresne Would Make a Good Money Manager
  9. Expected Returns & The 7 Year Itch
  10. A Short History of Emerging Market Corrections & Bear Markets
  11. The Art of Self-Control
  12. The Half-Life of Investment Strategies
  13. Animal Spirits Episode 42: Funding Secured
  14. Some Thoughts on Investing in Real Estate
  15. 8 Questions I’ve Been Pondering
  16. Bill Sweet Explains the New QBI Tax Deduction
  17. The Layers of the Brain
  18. Animal Spirits Episode 41: Despite All Logic
  19. Fed Up
  20. If It Sounds Too Good to Be True…
  21. The Gradual Explosion of Index Funds
  22. The 3 Levels of Wealth
  23. Animal Spirits Episode 40: What Worked on Wall Street

July 2018

  1. Willing Losers
  2. Mean Reversion & The Placebo Effect
  3. Updating Some Performance Charts & What I’ve Been Reading Lately
  4. 10 Money Revelations From Being a Parent
  5. Animal Spirits Episode 39: The Worst 401(k) Advice
  6. There’s No Such Thing as Mosquito Week
  7. How Hard is it to Become a 401(k) Millionaire?
  8. Arguing With the Yield Curve
  9. Surrendering to the Charms of Magical Thinking
  10. Animal Spirits Episode 38: Half the Population
  11. Are SUVs Ruining Retirement Savings?
  12. The Case For Reading Fiction
  13. “The market is rolling simply because it’s rolling”
  14. Concentration in the Stock Market
  15. Animal Spirits Episode 37: Ring the Bell
  16. Are You Sure Your Investments Appropriate For You?
  17. Something I Changed My Mind About Recently
  18. The Four Stories Written About Fund Managers
  19. Some Considerations For Investing Globally
  20. Animal Spirits Episode 36: Black Swan Growth
  21. A Short History of Foreign Stock Market Corrections
  22. Sustaining Wealth is Harder Than Getting Rich

June 2018

  1. Rocket Men Precision
  2. Animal Spirits Episode 35: Individual Alpha
  3. My Evolution on Asset Allocation
  4. The Best Free Investing Tools on the Web
  5. 36 Obvious Investment Truths
  6. The Zero (Coupon) Hedge
  7. The Original Flash Crash (or Why Liquidity Fears Are Nothing New)
  8. Animal Spirits Episode 34: The Mother of All Credit Bubbles
  9. Too Big To Be Simple?
  10. Why The Next Bear Market May Feel More Painful
  11. When the Unexpected Leads to the Unexpected
  12. Animal Spirits Episode 33: The Oracle of Brooklyn
  13. Why Do Stocks Generally Go Up Over Time?
  14. Blair’s Story
  15. Is the U.S. Due For a Recession?
  16. Useless Hacks
  17. 6 Things I Learned From Big Mistakes
  18. Animal Spirits Episode 32: Big Mistakes
  19. Is The Handmaid’s Tale Fast Approaching?
  20. Does Private Equity Deserve More Scrutiny?
  21. Supply & Demand in the Stock Market

May 2018

  1. Experience is Overrated
  2. Animal Spirits Episode 31: Stocks Are Not Bonds
  3. Double Digit Returns Are the Norm For the Stock Market
  4. Playing in Traffic
  5. Proof of Concept
  6. 3 Misconceptions About Interest Rates
  7. Animal Spirits Episode 30: What It Takes To Be Wealthy
  8. The Lump Sum vs. Dollar Cost Averaging Decision
  9. Do Long-Term Investors Need Bonds?
  10. Thinking Outside the Box
  11. Young Retirement Savers Scorned
  12. Animal Spirits Episode 29: The Podcast Boot Camp
  13. What The 200 Day Moving Average Does & Does Not Tell You
  14. Just Half a Percent
  15. 4 Good Charts From This Week
  16. When Intelligence Fails Miserably
  17. Animal Spirits Episode 28: Tesla Hathaway
  18. Lawmakers Don’t Understand How Buybacks Work
  19. Bad Advice Can Be Expensive
  20. Talking Lines on Charts & Lump Sums on What’d You Miss
  21. The Bond Market is Getting Interesting
  22. Animal Spirits Episode 27: Micro Bubbles
  23. Larry Kudlow’s Strong Dollar is Easier Said Than Done

April 2018

  1. Schrodinger’s Portfolio
  2. 50 Ways The World is Getting Better
  3. Animal Spirits Episode 26: The Collaborative Podcast
  4. Who Benefits From Rising Interest Rates?
  5. Trading One Risk For Another
  6. The Luck of the Draw When Diversifying Across Time
  7. The Tyranny of Benchmarking
  8. Animal Spirits Episode 25: Some Things We Learned
  9. Why It Makes No Sense to Compare Dividend Yields to Bond Yields
  10. 3 Ways to Make Up For a Retirement Savings Shortfall
  11. More Than Never. Less Than Always.
  12. Animal Spirits Episode 24: The False Breakdown
  13. Stocks Are More Similar to Bonds Than You Think
  14. Is College Worth the Cost?
  15. Price Discovery in Bitcoin
  16. Situational Awareness
  17. Animal Spirits Episode 23: The Lump Sum
  18. Inflation is a Bigger Risk to Stocks Than Rising Rates
  19. How to Build Trust

March 2018

  1. Regression to Lumpy Returns
  2. That Time a U.S. Senator Tried to Actually Me
  3. Animal Spirits Episode 22: Horizontal Support
  4. What Is a Bond Bear Market Anyways?
  5. On The One Hand…
  6. The Benefits of Working Remotely
  7. Headline Risk
  8. Animal Spirits Episode 21: The Magic Number
  9. This Year’s Stock Market Losses Are Normal
  10. Accidental Career Guidance
  11. Some Perspective on Investing Advice
  12. Animal Spirits Episode 20: Goodnight Moon
  13. Does Economic Volatility Affect Stock Market Volatility?
  14. Making it Look Easy is Hard Work
  15. Lessons From the Couple Who Hacked the Lottery
  16. The Power of Narrative
  17. Animal Spirits Episode 19: Brothers From Another Mother
  18. Short-Term Outperformance vs. Long-Term Outperformance
  19. The Winners Write the History Books
  20. Building a Sustainable Business in the Digital Age
  21. Some Finance Phrases I Find Annoying

February 2018

  1. Animal Spirits Episode 18: The Closet Indexer
  2. Questions For the Next Bear Market
  3. Now & Then
  4. Talking Inflation & Interest Rates on What’d You Miss
  5. The Curse of Intelligence
  6. Animal Spirits Episode 17: Phony Happiness
  7. Inequality in the Stock Market
  8. The Biggest Thing I Got From an MBA
  9. Decision Regret
  10. Animal Spirits Episode 16: The Meltdown
  11. The New Permanent Portfolio For Millennials
  12. Some Random Observations On The Market Correction
  13. The Drawbacks of Behavioral Finance During a Market Correction
  14. Yield Curve Inversions Aren’t Great For Stocks
  15. Animal Spirits Episode 15: The Noobwhale
  16. It’s Not Too Late
  17. The Expectations Game
  18. The Vanguard Endowment Model?
  19. When Mental Models Fail

January 2018

  1. Animal Spirits Episode 14: Cash on the Sidelines
  2. What To Do When Your Stocks Are Soaring?
  3. All-Time Highs, Risk & Consequences
  4. Some Lessons For Living From Older Generations
  5. 10 Money Revelations in My 30s
  6. 180 Years of Stock Market Drawdowns
  7. Investment Management vs. Financial Advice
  8. Why You Should Be Working Less
  9. Animal Spirits Episode 13: Nobody Wants to Listen to Your Podcast
  10. Even With Low Returns, Bonds Still Have Their Use
  11. Updating My Favorite Performance Chart For 2017
  12. The Lifecycle of an Investment Idea
  13. Animal Spirits Episode 12: The Melt-Up
  14. How the U.S. Stock Market is Unique
  15. 10 Things Investors Can Expect in 2018
  16. When Things Don’t Make Any Sense
  17. Animal Spirits Episode 11: Hedge Fund Myths & Casual Investing Advice
  18. The Best Books I Read in 2017
  19. Low Returns Are a Feature of the Markets, Not a Bug

2017 221

December 2017

  1. Upside Risk Management
  2. The First Rule of Personal Finance
  3. Animal Spirits Episode 10: The Happiness Smile
  4. Stock Market Valuations Won’t Predict the Next Crash
  5. Constructive Dissatisfaction
  6. The 2017 Financial Market Awards
  7. Animal Spirits Episode 9: Invest Like the Worst
  8. The Pros & Cons of Momentum Investing
  9. Seeing Both Sides
  10. Best Idea Wins
  11. Animal Spirits Episode 8: May Day
  12. 2017 Has Been a Remarkable Run For Stocks
  13. What a Complacent Investor Looks Like
  14. How Does Something Like Bitcoin Happen?
  15. Animal Spirits Episode 7: A Random Walk Down Nowhere
  16. When Small Caps Finally Joined the Party
  17. Prosperity is a State of Mind
  18. A Death of Equities Redux
  19. The Curse of the Young Millionaire

November 2017

  1. Animal Spirits Episode 6: Bitcoin, Bubbles & Bananas
  2. Some Market Myths That Hurt Investors
  3. Expert Judgment Or Lack Thereof
  4. Rebalancing Your Personal Balance Sheet
  5. Animal Spirits Episode 5: Wave Pools & Market Inefficiencies
  6. The Emerging Markets Performance Cycle
  7. Peer Pressure
  8. Animal Spirits Potpourri: Episodes 2-4
  9. Being in Control of Your Own Time
  10. Introducing My New Podcast: Animal Spirits with Michael & Ben
  11. Caution Alone is Not an Investment Strategy
  12. One of the Biggest Sources of Market Inefficiency
  13. The Next Bear Market
  14. How to Deal With Market-Moving News
  15. Considerations for Cashing Out of the Stock Market
  16. What If You Only Bought at Below Average P/E Ratios?
  17. 6 Things That Made Me Laugh at EBI East
  18. A Closer Look at Ray Dalio’s 1937 Scenario

October 2017

  1. The Increasing Importance of the 401k
  2. 10 Questions I’m Pondering At the Moment
  3. The Great Reckoning in Retail
  4. Bull & Bear Market Volatility Look Very Different
  5. An Investment Book for the Masses
  6. What the Charts Don’t Tell You
  7. What Could Send Bitcoin Into the Stratosphere?
  8. How to Invest At All-Time Highs
  9. Risk Perception vs. Risk Profile
  10. The Economics of Having Twins
  11. The Liberation of Limiting Yourself
  12. Bond Market Bubbles Are Not What You Think
  13. Family Office Hurdles
  14. Worst Practices in Institutional Asset Management
  15. Reference Points
  16. Good Advice vs. Effective Advice
  17. Predicting the Next Recession
  18. Financial News Doesn’t Rhyme But It Does Repeat Itself
  19. Taking Financial Advice From a Lottery Winner

September 2017

  1. Why Cities Survive & Companies Die
  2. If You Must Invest in Commodities, Here’s How
  3. The Prudent Endowment Fund
  4. The End of the Go-Go Years
  5. Income Alpha
  6. Commodities Are Meant For Trading, Not Investing
  7. Social Proof in the Markets
  8. How Millennials Can Prepare For the Next Financial Crisis
  9. Why I Love Writing About the Markets
  10. Saying There’s a Bubble in ETFs Makes No Sense
  11. Markets Are Hard: Seth Klarman Edition
  12. The Front Test
  13. Now What?
  14. The Unintended Consequences of Innovation
  15. How Stocks Took Over Asset Allocation
  16. 36 Obvious Investment Truths
  17. An Alternative Solution to the Retirement Crisis
  18. The Benefits of Being a Psychopath

August 2017

  1. The Biggest Risk For Most Retirees
  2. Decisions, Decisions
  3. Simple Business Models
  4. When to Sell Your Investments
  5. This Time Really Is Different
  6. How to Get Rich with Alternative Investments
  7. Managing Sequence of Return Risk
  8. A La Carte Financial Advice
  9. The Canadian Housing Market is Bananas
  10. Investing in Yourself (Even When It Seems Irrational)
  11. Your Brain on $
  12. The Biggest Common Investment Errors
  13. Prepare Now For The End of The Bull Market
  14. 10 Questions
  15. Why I’m Bullish on the Next Gen in Finance
  16. Time Scarcity & The Allure of More
  17. Why Is There a Retirement Crisis?
  18. Why It’s Becoming Impossible to Gauge Investor Sentiment

July 2017

  1. When Risk is Not Rewarded
  2. The Best Books on Financial Market History
  3. Bitcoin, Stocks & The Fear of Missing Out
  4. A Market History Lesson From Peter Bernstein
  5. The Game Beyond the Game
  6. The Biggest Stocks
  7. A Few Big Stocks Don’t Tell the Whole Market Story
  8. What’s Your Track Record?
  9. Talking Asset Allocation & ETFs on WDYM
  10. The Ups & Downs of Leveraged ETFs
  11. My Podcasting Superpower
  12. How to Save Money When You’re Young
  13. Markets Are Right More Often Than You Think
  14. 4 Signs of a Bubble
  15. Why Simple Beats Complex
  16. Soundbite Investing
  17. Some Thoughts on the Extreme Early Retirement Movement
  18. Stock Market Yields Are Higher Than You Think
  19. Every Time Stocks Fall…

June 2017

  1. Split Brain: Understanding Cause and Effect
  2. How Markets Respond to Tax Reform
  3. Predictive vs. Diagnostic Frameworks
  4. Playing All The Hands You’re Dealt
  5. Patience Exemplified
  6. How to Invest in an Overvalued Market
  7. Talking What Could Bring Down the Bull Market on WDYM
  8. Money Manager Cliches
  9. 40 Under 40
  10. When Knowledge is Useless
  11. 14 Things the Market Does Not Care About
  12. How Markets Respond to Geopolitical Crises
  13. Putting the Tech Wreck Into Perspective
  14. Bulls, Bears & Charlatans
  15. Talking Tech Stocks on What’d You Miss?
  16. The Problem With the Relentless Pursuit of Happiness
  17. The Pension Fund Private Equity Hail Mary
  18. Greatest Hits From Michael Mauboussin & Meir Statman
  19. Thinking Through a Change in Asset Allocation
  20. Reframing the Concept of Risk

May 2017

  1. Don’t Be Fooled By High Dividend Yields
  2. Anecdotal Real Estate Market Observations
  3. How Many Will Stay the Course During the Next Bear Market?
  4. My Interview on What’d You Miss
  5. Knowing Where Your Financial Destination Is
  6. How the Bond Bull Market Distorted Fixed Income Expectations
  7. Barriers to Entry in the Markets
  8. Q&A With Wes Gray & Jack Vogel on Liquid Alts
  9. When Your Financial Plan Gets Thrown Out the Window
  10. Think Global to Avoid the Shrinking U.S. Stock Market
  11. The Expectation of Losses
  12. A Good Lesson For Millennial Investors
  13. Everything, in retrospect, is obvious
  14. When Markets Defy the Fed
  15. Avoiding Filter Failure
  16. Passive Aggressive Investing
  17. Selling Intangibles
  18. The Anatomy of Market Tops
  19. Experts on an Earlier Version of the World

April 2017

  1. Why Baby Boomers Won’t Destroy the Stock Market in Retirement
  2. My Evolution on Asset Allocation
  3. What to Make of Today’s Twice-in-History S&P 500 Valuations
  4. When Holding is the Hardest Part
  5. The Mutual Fund Assembly Line
  6. Urgent vs. Important & the Power of Small Wins
  7. Dissecting the Trump Rally
  8. Is Economics an Evidence-Based Proposition?
  9. When an ETF Changes Its Stripes
  10. What Could Cause Stocks & Bonds to Fall Together?
  11. One of the Best Investment Books I’ve Read in a While
  12. Winner Takes All is Nothing New
  13. How the Dollar Affects the Stock Market
  14. How Much Money Do You Need to Retire?
  15. The Best Sales Tactic in Finance
  16. Why It’s Always & Never Different This Time
  17. Where Has All The Volatility Gone?
  18. Managed Futures & Dealing With Uncorrelated Assets
  19. The Dependability of Cycles
  20. Preparing For the Next Bear Market

March 2017

  1. What If Other Areas of Life Operated Like Wall Street?
  2. Investment Products Are Not Always Investment Solutions
  3. My Morningstar Interview
  4. Playing Devil’s Advocate on Index Funds
  5. All-Time Highs Are Usually Followed By All-Time Highs
  6. The Hardest Question in Portfolio Management
  7. Entrepreneurs, Technology & Investing in the Nonprofit Space: Q&A With Fractured Atlas Founder Adam Huttler
  8. The Best Free Investing Tools on the Web
  9. Updating My Favorite Performance Chart for 2016
  10. Some Things I Wish I Would Have Learned in College
  11. Does the Stock Market Care Who the President Is?
  12. Some Lessons For Living From Older Generations
  13. Investing When No One Really Knows What to Do
  14. Epistemologically Arrogant
  15. Return Expectations Going Forward
  16. The Downfall of the Popular IPO
  17. Active Decisions
  18. How Bull Markets Affect Your Intelligence
  19. Mark Cuban Talks to the Young Investors Society

February 2017

  1. Ed Thorp’s Advice on How to Live a Good Life
  2. My Too Hard Pile
  3. My ABA Wealth Management Conference Presentation Slides
  4. RWM is Coming to Texas!
  5. The Network Effect of Ideas & Innovation
  6. Transforming Your Basic Advantage into a Basic Disadvantage
  7. What Could Stop Vanguard From World Domination?
  8. Where I Disagree With Charlie Munger
  9. The Impact of Longer Investor Time Horizons
  10. Where You Live & the 50/30/20 Rule
  11. The Financial Advisor’s Guide to Asset Allocation
  12. Consistency & Self-Delusion
  13. How To Self-Publish a Book
  14. Announcing My New Book: Organizational Alpha
  15. How the Bogle Model Beats the Yale Model
  16. The Zen of Nike’s Phil Knight
  17. Deep Risk Under President Trump

January 2017

  1. This is Why You Need a Process
  2. How to Produce High Quality Investment Research
  3. Unfortunate Realities of the Institutional Asset Management Business
  4. The Many Uncertainties Involved With Retirement Planning
  5. In Praise of Incrementalism & Slight Edges
  6. How to Read Financial News Headlines
  7. Amazon is Eating the Retail World
  8. One of My Investing Pet Peeves
  9. How Much Should You Sell Your Home For?
  10. Great to See You Active Management – Are You Still Alive?
  11. 10 Things You Can’t Learn From a Backtest
  12. How Market Crashes Happen
  13. The Two Types of Knowledge in the World
  14. How To Sell Finance Books Like Harry Dent
  15. 10 Questions for 2017

← 2013–2016 2022–2026 →