2022–2026

2026 253

October 2026

1. 30 OctEarnings & Expectations
2. 29 OctIs Buying a House Now a Bad Investment?
3. 28 OctAnimal Spirits: Why Baby Boomers Have All the Money
4. 27 OctWhy Smart People Make Dumb Decisions
5. 26 OctTalk Your Book: Beyond Bonds in Retirement
6. 26 OctWhat If This is the Worst Time to Retire?
7. 25 OctTalk Your Book: Investing in Single Stock Futures
8. 23 OctMarkets Are Always Different This Time
9. 22 OctHow I Think About Investing in Bonds
10. 21 OctAnimal Spirits: It’s a Bloodbath
11. 20 OctTech People Don’t Know What’s Going to Happen Either
12. 19 OctTalk Your Book: The Case for Value and Momentum
13. 19 Oct15 Year Stock Market Returns
14. 16 OctWhat’s the Right Level of Interest Rates For the Economy?
15. 15 OctHedging the AI Trade
16. 14 OctAnimal Spirits: Are Higher Rates Worse Than ZIRP?
17. 13 OctIs It Time to Rebalance Your Portfolio?
18. 12 OctTalk Your Book: Will AI Debt Cause a Recession?
19. 11 OctBetting on Hope
20. 9 OctThe Winners & Losers of Higher Interest Rates
21. 8 OctBetter Investment Right Now: Stocks or Bonds?
22. 7 OctAnimal Spirits: Sudden Wealth Syndrome
23. 6 OctThe Rich Are Getting Richer. So Is Everyone Else
24. 5 OctTalk Your Book: How Higher Rates Are Re-shaping Commercial Real Estate
25. 4 OctThe Biggest Risk Everyone Already Knows About
26. 2 OctWhy is Consumer Sentiment so Low?
27. 1 OctWhere is the Stock Market Volatility?

September 2026

1. 30 SepAnimal Spirits: Will Higher Rates Kill the Stock Market
2. 29 SepA Brutal Bond Market
3. 28 SepTalk Your Book: The Next Generation of Income Strategies
4. 27 SepStrange Times
5. 25 SepMost Stocks Are Losers
6. 24 SepCan You Be a Boglehead Tech Investor?
7. 23 SepAnimal Spirits: The Wobbly House of Cards
8. 22 SepWhy Didn’t We Get a Housing Bubble?
9. 21 SepTalk Your Book: Price is the Ultimate Factor
10. 20 SepThe Biggest Risk to the Economy
11. 18 Sep5% Bond Yields
12. 17 SepAnimal Spirits: How to Talk To Your Clients About Ray Dalio
13. 16 SepWhy Are Valuations Falling in a Bull Market?
14. 14 SepTalk Your Book: Why Aren’t There More IPOs?
15. 14 SepPeople Hate Paying Taxes More Than They Like Making Money
16. 11 SepMillionaires Everywhere
17. 10 SepA Short History of Trend-Following and Momentum
18. 9 SepAnimal Spirits: Everywhere Millionaires
19. 8 SepThe End of a Golden Era For Investors
20. 7 SepTalk Your Book: AI Winners & Losers
21. 7 SepIt’s a Concentrated World
22. 4 SepWill Young People Ever Buy a House?
23. 3 SepHow to Invest When Your Portfolio Gets Bigger
24. 2 SepAnimal Spirits: The Next Michael Burry
25. 1 Sep14 Questions I’m Thinking About

August 2026

1. 31 AugTalk Your Book: Cash Was Easy…Now What?
2. 31 AugJerry Seinfeld’s Evergreen Career Advice
3. 28 AugMy Most Contrarian Opinion Right Now
4. 27 Aug10 Things You Need to Know About Investing in Stocks
5. 26 AugAnimal Spirits: Are Free Markets Dead?
6. 25 AugHow Will This Cycle End?
7. 24 AugTalk Your Book: The Alternative to Alternatives
8. 23 AugThe Most Hated Asset Class in the World
9. 21 AugThe 401k Has Been a Success
10. 20 AugWhy the Stock Market Has to Crash
11. 19 AugAnimal Spirits: The Best Bear Case on AI
12. 18 AugGetting Ahead Has Never Been Easy
13. 17 AugTalk Your Book: The Most Important Thing Nobody Owns
14. 17 AugNow THIS is a Bull Market
15. 14 AugHow Often Should You Check Your Portfolio?
16. 13 AugWhere Housing is the Most Expensive
17. 12 AugAnimal Spirits: Depressed Day Traders
18. 11 AugRich Man, Poor Man
19. 10 AugTalk Your Book: Why Momentum Investing Works
20. 9 AugMaking it to New All-Time Highs
21. 7 AugThe One Wish Willow Economy
22. 6 AugInvesting is a Game of Survival
23. 5 AugAnimal Spirits: When Genius Failed, Again
24. 4 AugSpending Money
25. 2 AugThe Biggest Risk of Rising Bond Yields
26. 1 AugWhy I Love the Stock Market

July 2026

1. 30 JulInvesting in Momentum
2. 29 JulAnimal Spirits: 45 Million Rich Households
3. 28 JulFind Your Fascination
4. 27 JulTalk Your Book: Is Crypto Dead?
5. 27 JulNow Show Japan
6. 25 JulPicking Stocks in a Bloodbath
7. 24 JulInvesting in the Boom Times
8. 22 JulAnimal Spirits: Say Bubble One More Time. I Dare You!
9. 21 JulHousing Rules of Thumb
10. 20 JulTalk Your Book: Private Credit’s Next Act
11. 20 Jul4 Big Questions About the Economy
12. 17 JulHow Rich Are You?
13. 16 JulMissing the Best & Worst Days in the Stock Market
14. 15 JulAnimal Spirits: Will the Fed Buy Stocks?
15. 14 JulThe Cult of Equities
16. 13 JulTalk Your Book: Do We Need the Federal Reserve?
17. 12 JulMomentum Stocks
18. 10 Jul10 Reasons to be Bearish
19. 9 JulIs 90/10 Better Than 60/40 in Retirement?
20. 8 JulAnimal Spirits: 10 Reasons to be Bullish
21. 7 JulThe Ups and the Downs of the Stock Market
22. 6 JulTalk Your Book: How SpaceX Got Into the Nasdaq 100
23. 6 JulThe Mag 7 is Losing?
24. 3 JulHow Much is One Million Dollars Worth?
25. 1 JulAnimal Spirits: Is Debt Fueling the Rally?

June 2026

1. 30 JunLeverage in the Stock Market
2. 29 JunChauffeur Knowledge
3. 29 JunTalk Your Book: Investing in the Power Grid
4. 26 JunWhy Are Investors Holding More Cash?
5. 25 Jun$150,000 or $1.5 Million or $5 Million
6. 24 JunAnimal Spirits: Everything is Outperforming the S&P 500 This Year
7. 23 JunEverything is Beating the S&P 500 This Year
8. 22 JunTalk Your Book: AI Is Not a Bubble
9. 22 JunSpotting Bubbles and Calling Tops
10. 19 JunThe K-Shaped Housing Market
11. 18 JunWhat Happens to the Stock Market When Baby Boomers Sell?
12. 17 JunAnimal Spirits: How Much is $1 Trillion
13. 16 JunThe Greatest Wall Street Comic of All-Time
14. 15 JunTalk Your Book: The Case For Investing in Emerging Market Bonds
15. 14 JunSmart Investors vs. Dumb Investors
16. 12 Jun$1 Trillion ETFs, Wealth Inequality and the Shrinking Middle Class
17. 11 JunThe Barbell Portfolio
18. 10 JunAnimal Spirits: The Teflon Economy
19. 9 JunThe Diversification Test
20. 8 JunTalk Your Book: Diversification in Private Assets
21. 7 JunYoung People Like Stocks
22. 5 JunThe AI Trade is Global
23. 4 JunOn the Inevitability of an AI Bubble
24. 3 JunAnimal Spirits: The Biggest Short Squeeze of All-Time
25. 2 JunThe Housing Market Recession
26. 1 JunTalk Your Book: Why Rising Rates Won’t Hurt You Anymore
27. 1 JunThe Different Kinds of Investors

May 2026

1. 29 MayThe Lowest Consumer Sentiment EVER
2. 28 MayHow to Reduce Stock Market Stress
3. 27 MayAnimal Spirits: A Fire Alarm For Interest Rates
4. 25 MayMoney Without Meaning
5. 25 MayTalk Your Book: Investing in the Rise of the Robots
6. 22 MayWhat Are Rising Interest Rates Telling Us?
7. 21 MayCreating The Perfect Portfolio
8. 20 MayAnimal Spirits: The Fat Pitch For Bears
9. 19 MayStories vs. Statistics
10. 18 MayTalk Your Book: Is the Nasdaq 100 in Another Bubble?
11. 17 MayIs This a Bubble?
12. 15 MayThe 4 Abilities Every Investor Needs to be Successful
13. 15 May50 Years of Stock Market Returns
14. 13 MayAnimal Spirits: This Won’t End Well
15. 12 MayMy New Book: Risk & Reward
16. 11 MayTalk Your Book: Investing in Securitization
17. 10 MayThe Melt-Up
18. 8 MayWhy Are Hedge Fund Managers Always Bearish?
19. 7 MayA Government Debt Crisis?
20. 6 MayAnimal Spirits: The Stock Market Is Doing Something We’ve Never Seen Before
21. 5 MaySome Things I’ve Learned Lately
22. 4 MayTalk Your Book: Animal Spirits Live with F/m Investments
23. 3 MayHigher Gas Prices
24. 1 MayHalf a Million Dollars

April 2026

1. 30 AprHow Does a Bond Ladder Work?
2. 29 AprAnimal Spirits: Paycheck-to-Paycheck on $500,000
3. 28 AprThe Financial Crisis That Didn’t Happen
4. 27 AprTalk Your Book: Consternation About Concentration
5. 26 AprAn All-Time Bull Market
6. 24 AprDon’t Fight the Stock Market
7. 23 AprHow Do You Retire at 55?
8. 22 AprAnimal Spirits: Investing Isn’t Supposed to be Fun
9. 22 AprTax Alpha
10. 20 AprTalk Your Book: Juicing Your Returns
11. 19 AprNew All-Time Highs
12. 17 AprEverything is Faster Now
13. 16 AprHow Are Consumers Still Spending So Much?
14. 15 AprAnimal Spirits: Everyone Back in the Boat
15. 14 AprTops and Bottoms
16. 13 AprTalk Your Book: The Biggest Active ETF
17. 12 AprPlain English
18. 10 AprThe Business of Life is the Acquisition of Memories
19. 8 AprAnimal Spirits: $1 Million is The Worst Amount of Money
20. 8 AprThe Longest Economic Boom Ever?
21. 6 AprTalk Your Book: Income and Momentum
22. 6 AprThe Super Rich
23. 3 AprThe Down Years
24. 2 AprBottom Fishing
25. 1 AprAnimal Spirits: Home Buyer’s Remorse

March 2026

1. 31 MarBarriers to Entry
2. 30 MarTalk Your Book: Navigating Fixed Income in a Crazy World
3. 29 MarHow the Stock Market Performs After a Correction
4. 27 MarHow to Own The Best Stocks
5. 26 MarWhat’s Middle Class in New York City?
6. 25 MarAnimal Spirits: The Best Stocks in History
7. 24 MarA Short History of Stock Market Pullbacks
8. 23 MarTalk Your Book: What’s the Latest in Crypto?
9. 22 MarViral Charts
10. 20 MarIgnoring the Noise is Impossible
11. 19 MarThe Worst Asset Class For the Next 5 Years
12. 18 MarAnimal Spirits: The Perfect Price of Oil
13. 17 MarAn Asset-Liability Mismatch
14. 16 MarTalk Your Book: After-Tax Alpha
15. 15 MarWhy Do Rich People Still Borrow Money?
16. 13 MarWill AI Replace Financial Advisors?
17. 11 MarAre We Due For a Correction?
18. 11 MarAnimal Spirits: Will AI Displace Financial Advisors?
19. 9 MarTalk Your Book: What’s Working in the Stock Market?
20. 8 MarHow Do Higher Oil Prices Impact Stock Market Returns?
21. 6 MarWhy is Private Equity Crashing?
22. 5 MarPreparing Without Predicting
23. 4 MarAnimal Spirits: A Wave of Redemptions
24. 3 MarGeopolitics vs. Markets
25. 2 MarTalk Your Book: The Bull Market in Real Assets
26. 1 Mar10 Rules For Dealing With Uncertainty

February 2026

1. 27 FebAll of the Jobs That No Longer Exist
2. 26 FebCan You Live Off Your Dividends?
3. 25 FebAnimal Spirits: Everyone Hates AI
4. 24 FebOptimism is an Investment Strategy
5. 22 FebRich Old People
6. 20 FebPros and Cons of Artificial Intelligence
7. 19 FebEarly Mortgage Payments or Invest in the Stock Market?
8. 18 FebThe Ex-U.S. Trade is Working
9. 18 FebAnimal Spirits: Is AI a Mistake?
10. 17 FebSome Things That Didn’t Happen
11. 16 FebTalk Your Book: Why Commodities Are Working
12. 15 FebSome Thoughts on Grief
13. 13 FebWould You Rather Have a $3 Million House or a $3 Million Portfolio?
14. 12 FebUpdating My Too Hard Pile
15. 11 FebAnimal Spirits: What Would You Do With $3 Million?
16. 10 FebMarkets Are Now a Beauty Contest on Steroids
17. 9 FebTalk Your Book: The Three A’s of the U.S. Economy
18. 8 FebIceberg Crashes
19. 6 FebSome Things I’ve Been Wrong About
20. 5 FebInvesting a Lump Sum of Cash in This Market
21. 4 FebAnimal Spirits: Gold’s 1987 Moment
22. 3 FebWhy I’m Not Worried About a Weaker Dollar
23. 2 FebTalk Your Book: Investing in a Concentrated Stock Market
24. 1 FebSocial Security FAQ

January 2026

1. 30 JanHousing Price Inflation
2. 29 JanIs Diversification Finally Working Again?
3. 28 JanAnimal Spirits: Hi-Yo Silver!
4. 27 JanWhy This Economic Cycle is Different
5. 26 JanTalk Your Book: How to Fix the Plumbing of the Financial System
6. 25 JanThe Mid Life (Spending) Crisis
7. 23 JanEarnings vs. the Stock Market
8. 22 JanShould You Stop Working When You Become Financially Independent?
9. 21 JanAnimal Spirits: Small Caps Are Back
10. 20 JanThe Winners Write the History Books
11. 19 JanTalk Your Book: Structured Notes in an ETF
12. 18 JanCharts, Charts, Charts, Charts, Charts
13. 16 JanHow to Fix the Housing Market
14. 15 JanWhy Are Credit Card Rates So High?
15. 14 JanAnimal Spirits: Is the Stock Market Invincible?
16. 13 JanUpdating My Favorite Performance Chart For 2025
17. 12 JanTalk Your Book: The Bull Case For China with Brendan Ahern
18. 11 JanHistorical Returns For Stocks, Bonds, Cash, Housing & Gold (2025)
19. 9 JanThe Probability of Loss in the Stock Market
20. 8 JanIs a House Still a Good Investment Right Now?
21. 7 JanAnimal Spirits: Tax the Billionaires
22. 6 JanIt Happened Again
23. 4 Jan6 Surprises From 2025
24. 2 Jan2025 Investing Lessons

2025 310

December 2025

1. 31 DecAnimal Spirits: The Best Performing Stocks of 2025
2. 30 DecTitanic Inequality
3. 29 DecTalk Your Book: Teucrium’s Sal Gilbertie on Commodities & Crypto
4. 28 DecThe Biggest Risk in 2026
5. 25 DecA 30% Decline in the Stock Market
6. 24 DecAnimal Spirits: The Biggest Risk in 2026
7. 23 DecHow to Beat the 4% Rule
8. 22 DecTalk Your Book: A Tactical Strategy That Actually Works
9. 21 DecThe Best Books I Read in 2025
10. 19 DecConcentrate to Get Rich (or Poor)
11. 18 Dec6 Simple Ways to Improve Your Investment Performance
12. 17 DecAnimal Spirits: All-Time Highs Should Feel Better Than This
13. 16 DecOn The Benefits of Reading
14. 15 DecTalk Your Book: The Anti-AI Portfolio
15. 14 DecThe Best Hedge
16. 12 DecHow to Become a Moderate Millionaire
17. 11 DecInflation is Not Going Back
18. 10 DecAnimal Spirits: Netflix vs. Paramount
19. 9 DecInvesting for the Long-Term
20. 8 DecTalk Your Book: Investing in Real Estate Credit
21. 7 DecThe Nasdaq 100: Booms & Busts
22. 5 DecBoring Investing Still Works
23. 4 DecWill Home Prices Finally Fall in 2026?
24. 3 DecAnimal Spirits: Age of Discontentment
25. 2 DecThe Housing Affordability Crisis
26. 1 DecTalk Your Book: The Psychology of Income

November 2025

1. 30 NovHow Much Will the Stock Market Fall in 2026?
2. 28 NovThe 4 Year Rule For Retirement Spending
3. 26 NovAnimal Spirits: Wait, Are We in a Recession???
4. 25 NovThe Railway Bubble vs. the AI Bubble
5. 24 NovTalk Your Book: Staking Your Crypto for Yield
6. 23 NovShort and Sweet
7. 21 NovDo We Need a Long Bear Market?
8. 20 NovGoing All-In on MSTR
9. 19 NovAnimal Spirits: Is the AI Trade Over?
10. 18 NovMax Out Your 401k
11. 17 NovTalk Your Book: Will the Bubble Get Bigger?
12. 16 NovAI in Las Vegas
13. 14 NovWhat If Things Are Better Than They Seem?
14. 13 NovThe Economics of a 50 Year Mortgage
15. 12 NovAnimal Spirits: Is a 50 Year Mortgage a Good Idea?
16. 11 NovWhy We Can’t Have Another 1929
17. 10 NovTalk Your Book: Public & Private Opportunities in AI
18. 9 NovBen Graham & Bull Market Brains
19. 7 NovAre Young People Screwed?
20. 6 NovIs Now the Time to Go All-In on Tech Stocks?
21. 5 NovAnimal Spirits: Never Go All in on Stocks
22. 4 NovThe Greatest Bull Market No One Ever Talks About
23. 3 NovTalk Your Book: Emerging Markets Are Back
24. 2 NovThe Melt-Up
25. 1 NovShould You Ever Pay Off Your 3% Mortgage Early?

October 2025

1. 30 OctTrend Following in a Bubble
2. 29 OctAnimal Spirits: Never Pay Off Your Mortgage
3. 28 OctStaying the Course Worked (Again)
4. 27 OctTalk Your Book: JP Morgan’s Long-Term Capital Market Assumptions
5. 26 OctWhat Happens in the Next Recession?
6. 25 OctJesse Livermore & The Magnet of Dancing Stock Prices
7. 23 OctHow Many Stocks Outperform the Stock Market?
8. 22 OctAnimal Spirits: The Zero Dollar Club
9. 21 Oct3 Charts That Caught My Eye
10. 20 OctTalk Your Book: Value + Momentum: The Best of Both Factors
11. 19 OctWhy I Don’t Own Any Gold
12. 18 OctTalk Your Book: Investing in Start-Up Equity
13. 17 OctHouse Rich Millionaires
14. 16 OctWhen Should You Sell a Stock?
15. 15 OctAnimal Spirits: Did the Market Just Top?
16. 14 OctTwo Positive Trends in Household Wealth
17. 13 OctTalk Your Book: How Infrastructure Funds Work
18. 12 OctStocks Go Down Too
19. 10 OctIs This the Top?
20. 9 OctThe New Normal of Stock Market Concentration
21. 8 OctAnimal Spirits: It Feels Like 1999
22. 7 OctWhy You Don’t Feel Rich
23. 6 OctTalk Your Book: Investing in Public and Private Credit
24. 5 OctCan the Stock Market Predict the Future?
25. 3 OctBen’s Spending Rules
26. 2 OctHow Do You Invest During a Bubble?
27. 1 OctAnimal Spirits: Why Retail is Outperforming

September 2025

1. 30 SepWhy is the Stock Market Up So Much in the 2020s?
2. 29 SepTalk Your Book: Investing in the All Weather Strategy
3. 28 SepHow Bear Markets Work
4. 26 SepThe Weirdest Bubble Ever
5. 25 SepThe Most Important Skill in Finance
6. 24 SepAnimal Spirits: A Mania is Brewing
7. 23 SepAlexander Hamilton, Oasis and the Cost of Envy
8. 22 SepTalk Your Book: Making Money When Stocks Are Up or Down
9. 21 SepWhy the 4% Rule is More Like the 2% Rule
10. 19 SepAre Small Caps Dead?
11. 18 SepBuy When There’s Bonds in the Streets?
12. 17 SepAnimal Spirits: How many people make $100,000?
13. 16 SepStocks, Housing & Social Security: What Matters Most?
14. 15 SepTalk Your Book: Investing in Private Credit ETFs and All-Time Highs
15. 14 SepTwo Things That Caught My Eye This Week
16. 12 Sep10 Things I’ve Learned About Wealth Management in 10 Years
17. 11 SepIs It Time to Raise Some Cash?
18. 10 SepAnimal Spirits: Live From Future Proof 2025
19. 8 SepTalk Your Book: How Custom Indexing Works
20. 7 SepMy 10 Years at Ritholtz Wealth Management
21. 5 SepThe Vibes are Broken
22. 4 SepAre We at Bubble-Level Valuations?
23. 3 Sep30 Years
24. 3 SepAnimal Spirits: A National Housing Emergency
25. 1 SepSome Charts That Will Surprise You
26. 1 SepTalk Your Book: How to Invest in Commodities

August 2025

1. 29 AugWhat Would You Do If You Had a Million Dollars?
2. 28 AugA Short History of the S&P 500
3. 27 AugAnimal Spirits: State of the American Investor
4. 26 AugIs this 1996 or 1999?
5. 25 AugTalk Your Book: Creating Monthly Income From Your Portfolio
6. 25 AugThe $84 Trillion Elephant in the Room
7. 22 AugWhere Have All the Contrarians Gone?
8. 21 AugTripling Your Net Worth in 5 Years
9. 20 AugAnimal Spirits: Buy the Porsche
10. 19 AugThe Human Toll of Artificial Intelligence
11. 18 AugTalk Your Book: How to Invest in Futures
12. 18 AugFishing and Investing
13. 15 AugCan the Stock Market Cause a Recession?
14. 14 AugA Personal Finance Identity Crisis
15. 13 AugAnimal Spirits: Measuring the Wealth Effect
16. 12 Aug4 Questions About the Housing Market
17. 11 AugTalk Your Book: The People’s Index
18. 11 AugSame as it Ever Was
19. 8 AugAirport Lounges, Private Jets and Rich Millennials
20. 7 AugHow to be a Good Client
21. 6 AugAnimal Spirits: Wall Street Strikes Back
22. 5 AugMeme Stocks & Mr. Market
23. 4 AugTalk Your Book: Finding Tax Alpha in Fixed Income
24. 4 AugAI is Eating the Economy
25. 1 AugIron Laws of the Stock Market

July 2025

1. 31 JulDoes the 4% Rule Still Apply?
2. 31 JulMillionaires & Delusions
3. 30 JulAnimal Spirits: This is the Dumb Money
4. 29 JulNothing Works All the Time
5. 28 JulTalk Your Book: How to Hold the Biggest Winners
6. 27 JulHousing Market Nobility
7. 25 JulWhy Can’t the Stock Market Grow at 15% Forever?
8. 24 JulThe Best Time to Invest
9. 23 JulAnimal Spirits: What is Upper Middle Class?
10. 22 JulThe Ovarian Lottery
11. 21 JulTalk Your Book: How We Got a Bitcoin ETF
12. 20 JulThe Double-Digit Decades
13. 18 JulWhat Stops This Train?
14. 17 JulCFA or CFP?
15. 16 JulAnimal Spirits: There Are Too Many Rich People
16. 16 Jul20 Questions
17. 14 JulTalk Your Book: Option Income is So Hot Right Now
18. 14 JulIs This the Worst Decade Ever For Bonds?
19. 11 JulI Don’t Feel Rich
20. 10 JulHow Much Should You Have Saved by 30? 40? 50? 60?
21. 9 JulAnimal Spirits: A 25 Year Bull Market
22. 8 JulThe Future of Investment Management is the Paradox of Choice
23. 7 JulTalk Your Book: Autocallable Income
24. 7 JulDifferent Kinds of Rich
25. 4 JulInvesting a Lump Sum at All-Time Highs
26. 2 JulIs Gen Z Out of Luck Financially?
27. 2 JulAnimal Spirits: The Top 10 Risks to the Stock Market

June 2025

1. 30 JunThe Two Types of Money People
2. 30 JunTalk Your Book: What Even Is Infrastructure?
3. 29 JunHow to Spend More Money
4. 27 JunDepreciating Financial Assets
5. 26 JunHow to Get Rich When You’re Young
6. 25 JunAnimal Spirits: The Nothing Ever Happens Market
7. 24 JunHow to Make Money in Real Estate
8. 23 JunTalk Your Book: Turning Capex into Cashflow
9. 22 JunThe Most Volatile Decade
10. 20 JunThe Top 1%
11. 19 JunExpected Returns in the Stock Market
12. 18 JunAnimal Spirits: We Have to Talk About Sports Betting
13. 17 JunThe Joneses Aren’t That Happy
14. 16 JunTalk Your Book: Investing in High Yield Munis
15. 16 JunHow to Diversify Against the Dollar
16. 13 Jun3 Charts That Will Surprise You
17. 12 JunWhat If Stocks Don’t Go Up in the Long Run?
18. 11 JunAnimal Spirits: A Bubble is Coming
19. 10 JunThe Upside of Gratitude
20. 9 JunTalk Your Book: Where to Find Higher Dividend Yields
21. 8 JunPandemic Babies & a Bull Market in Risk
22. 6 JunRisk Free S&P?
23. 5 JunThe Biggest Risk & The Biggest Opportunity
24. 4 JunAnimal Spirits: Will AI Take All Our Jobs?
25. 3 JunIs It Finally a Buyer’s Market in Housing?
26. 2 JunTalk Your Book: Valuation Still Matters
27. 1 JunOn the Inevitability of Bear Markets

May 2025

1. 30 MayNot All Stocks Recover Their Losses
2. 29 MayThe Best Time to Sell Your Stocks
3. 28 MayAnimal Spirits: Most Stocks Suck
4. 27 MayWhen Housing Was Affordable
5. 26 MaySome Theories About How the World Works
6. 26 MayTalk Your Book: Investing in Goldminers
7. 24 MayTalk Your Book: The Nasdaq 100 of Crypto
8. 23 MayWhere is All of the Money Coming From?
9. 22 MayThe Dumb Money Isn’t So Dumb Anymore
10. 21 MayAnimal Spirits: Is Financial Education Working?
11. 20 May7 Attributes of The Millionaire Next Door
12. 18 MaySome Things I’ll Never Spend Money On
13. 16 MayThe Sunk Costs of Market Timing
14. 15 May60/40 Portfolio Corrections, Bear Markets and Recoveries
15. 14 MayAnimal Spirits: Winners & Losers From the Stock Market Rally
16. 13 May84-Month Auto Loans?!
17. 12 MayTalk Your Book: Will China Win the Trade War?
18. 11 MayA Market Puke and Rally
19. 9 MayFinancial Advice That Doesn’t Work Anymore
20. 8 MayPrivate Equity is Coming to a 401k Plan Near You
21. 8 MayI’m Coming to Chicago
22. 7 MayAnimal Spirits: There Will Never Be Another Warren Buffett
23. 6 MayWarren Buffett on Time Horizons
24. 5 MayTalk Your Book: The CLO Playbook
25. 4 MayFinancial Context Required
26. 2 MayWhen Does Housing Become THE Issue?
27. 1 MayThe U.S. Dollar vs. Your Portfolio

April 2025

1. 30 AprAnimal Spirits: The Most Confusing Rally of All Time
2. 29 Apr10% Returns in the Stock Market
3. 28 AprTalk Your Book: Equal Weight Investing
4. 27 AprMy Stock Market Abundance Plan
5. 25 AprTwo of the Biggest Trends This Decade
6. 24 AprAre You Bullish or Bearish?
7. 23 AprAnimal Spirits: So Bearish It’s Bullish
8. 22 AprThe Things That Make You Money
9. 21 AprTalk Your Book: Interest Rates Go Kablooey
10. 20 AprA Recession is on the Way
11. 18 AprThe U.S. Labor Force Over the Past 150 Years
12. 17 AprInvesting in an Uncertain World
13. 16 AprAnimal Spirits: The Dollar Dump
14. 15 AprBuying When the Stock Market is Down 15%
15. 13 AprMisbehaving in a Volatile Market
16. 11 AprSome Early Lessons From the Tariff Tantrum
17. 9 AprAnimal Spirits: The Stock Market Crashed. Now what?
18. 8 AprHow to Survive Chaotic Markets
19. 7 AprTalk Your Book: International Stocks, So Hot Right Now
20. 6 AprHow Bad Could This Get?
21. 4 AprA Short History of Tariffs
22. 3 AprPresidential Partisan Portfolios
23. 2 AprAnimal Spirits: Ben’s Bearish
24. 1 AprThe Middle Class, The Top 10% and the Bottom 50%

March 2025

1. 31 MarTalk Your Book: Floating Rate Income
2. 30 MarThe 20% Rule
3. 28 MarThe Wealth Effect
4. 27 MarWhen Will Housing Prices Fall?
5. 26 MarAnimal Spirits: Did Trump Blink?
6. 25 MarInsecurity Analysis
7. 24 MarTalk Your Book: A Better Money Market Fund
8. 23 MarThe Stock Market is Always Changing
9. 21 MarWhen Buy-and-Hold Dies
10. 20 MarWhat is the Point of Money?
11. 19 MarAnimal Spirits: Live From Miami
12. 18 MarWhy People Won’t Change Their Mind
13. 17 MarTalk Your Book: How Private Credit Works
14. 16 MarVolatility Clusters
15. 14 MarThe Stock Market Doesn’t Care What You Say
16. 13 MarThe Top 10 Stocks in the S&P 500
17. 12 MarAnimal Spirits: The Tariff Tantrum
18. 11 MarHow to Make it a Healthy Correction
19. 10 MarTalk Your Book: A Better 60/40 Portfolio
20. 9 MarHow Many Americans Don’t Save For Retirement?
21. 7 MarIs International Diversification Finally Working?
22. 6 MarWhat Happens in a Recession?
23. 5 MarAnimal Spirits: Is a Recession Coming?
24. 4 MarPredicting a Financial Crisis
25. 3 MarTalk Your Book: Custom Portfolio Protection
26. 2 MarA Valuable Reminder From the Market Gods

February 2025

1. 28 FebHow Much is the U.S. Housing Market Worth?
2. 27 FebMarket Timing a Recession
3. 26 FebAm I Going To Be OK?
4. 26 FebAnimal Spirits: Time to Get Bearish?
5. 25 FebThe Top 10%
6. 24 FebTalk Your Book: State of The Real Estate Market
7. 23 FebWhy Are Higher Egg Price So Painful?
8. 20 FebSome Things I’m Thinking About
9. 19 FebAnimal Spirits: Life and Death
10. 17 FebTalk Your Book: A Short History of the Nasdaq 100
11. 16 FebThere Goes My Hero
12. 13 FebShould You Pay Off Your Mortgage Before Retirement?
13. 12 FebAnimal Spirits: Is $1 Million a Lot of Money?
14. 11 FebSimple Explanations to Complex Topics
15. 10 FebTalk Your Book: How to Eliminate Negative Alpha
16. 9 FebDeep Finance Thoughts by Ben Carlson
17. 7 FebThe Long-Term Depends on Your Time Horizon
18. 6 FebThe U.S. Housing Market vs. The Australian Housing Market
19. 5 FebAnimal Spirits: The Dumbest Trade War
20. 4 FebDon’t Freak Out
21. 3 FebTalk Your Book: Bitcoin for Anyone
22. 2 FebThe Perfect Level of Wealth
23. 1 FebThe Advisor Cheat Code

January 2025

1. 31 JanIs This a Bubble?
2. 30 JanDoes Buy the Dip Work?
3. 29 JanAnimal Spirits: Your Budget Sucks
4. 28 JanSome Things I’m Never Going To Do
5. 27 JanTalk Your Book: The Private Credit Opportunity Set
6. 26 JanMargin of Too Much Safety
7. 24 JanCFA vs. CFP
8. 23 JanIs It Time To Lock in 5% Yields?
9. 22 JanAnimal Spirits: Trump Coin
10. 21 JanHow Often Are We in a Recession or Bear Market?
11. 20 JanTalk Your Book: 3 Reasons to Buy Bonds
12. 19 JanWhat’s a High Income?
13. 17 JanThe New Housing Market Premium
14. 16 JanThe 2024 Sector Quilt
15. 15 JanAnimal Spirits: A Key Market Signal
16. 14 JanHistorical Returns For Stocks, Bonds, Cash, Real Estate and Gold
17. 13 JanTalk Your Book: Moneyball Meets Private Equity
18. 12 JanMega Cap World Domination
19. 10 JanIs The Housing Market is Becoming a Problem?
20. 9 JanHow to Pay Next-to-Nothing in Taxes During Retirement
21. 8 JanAnimal Spirits: Predictions For 2025
22. 7 JanUpdating My Favorite Performance Chart For 2024
23. 6 JanTalk Your Book: Direct to Consumer Venture Capital
24. 5 JanThe Roaring 2020s
25. 3 Jan2024: It Was (Another) Good Year in the Stock Market
26. 1 JanWhen Your Friends Are Richer Than You
27. 1 JanAnimal Spirits: It Was a Very Good Year

2024 312

December 2024

1. 30 DecTalk Your Book: Conviction in Growth Investing
2. 29 Dec12 Things That Probably Won’t Happen in 2025
3. 27 DecShould You Buy Your 16-Year-Old a New Vehicle?
4. 25 DecThe Best Books I Read in 2024
5. 25 DecAnimal Spirits: All In on US Stocks
6. 23 DecTalk Your Book: Looking for the Next NVDA
7. 22 DecThe Most Hated Stocks in the World
8. 20 DecSigns of a Top
9. 19 DecHomeownership Isn’t For Everyone
10. 18 DecAnimal Spirits: Eff You Money
11. 17 DecDon’t Take the Market Personally
12. 16 DecTalk Your Book: Buy Low, Sell High in China
13. 15 Dec8 Things I Like and Don’t Like
14. 13 DecThe 3 Best Inflation Hedges
15. 12 DecInvesting in Stocks at All-Time Highs
16. 11 DecAnimal Spirits: The Bears Capitulate
17. 10 DecMy Year-End Stock Market Forecast
18. 9 DecTalk Your Book: Matching Longs with Shorts
19. 8 DecThe 4 Types of Investment Mistakes
20. 6 DecDo We Have Enough Financial Advisors to Handle $80 Trillion?
21. 5 DecAre You on Track For Retirement?
22. 4 DecAnimal Spirits: The Mother of All Bubbles
23. 3 DecU.S. Markets Are Swallowing the Rest of the World
24. 2 DecTalk Your Book: J.P. Morgan’s Guide to ETFs
25. 2 DecDo We Need More Bubbles?

November 2024

1. 28 NovIs It Too Late to Buy Bitcoin?
2. 27 NovAnimal Spirits: The Leverage Mania
3. 26 Nov20 Lessons From 20 Years of Managing Money
4. 25 NovTalk Your Book: Animal Spirits Live
5. 24 NovWhy I’m Selling Some Bitcoin
6. 23 NovThe Wall of Worry is Dead
7. 21 NovTiming the Housing Market: When Should You Sell?
8. 20 NovAnimal Spirits: Everyone in the Pool
9. 19 NovThe Miracle of U.S. Equities
10. 18 NovTalk Your Book: Investors Love Cash Flow
11. 17 NovPlacing Guardrails on Your Portfolio
12. 15 NovAre U.S. Stocks Overvalued?
13. 14 NovIs the United States Going Broke?
14. 13 NovAnimal Spirits: The Bitcoiners Won
15. 12 Nov30% Up Years in the Stock Market
16. 11 NovTalk Your Book: Infrastructure Investing
17. 10 NovNew All-Time Highs in Everything
18. 8 NovElection Market Overreactions
19. 7 NovPresidential Terms, Recessions & Bear Markets
20. 6 NovAnimal Spirits: A Once in a Lifetime Investment Opportunity
21. 5 NovSome Things I Don’t Believe About Investing
22. 4 NovTalk Your Book: Longevity Income
23. 3 Nov1999 vs. 2024
24. 1 NovDon’t Take Financial Advice From Hedge Fund Managers

October 2024

1. 31 OctStocks, Rates & Gold: What’s Going on Here?
2. 30 OctAnimal Spirits: The Cost of the American Dream
3. 29 OctThe Curse of Early Success
4. 28 OctA $12 Trillion Opportunity for Financial Advisors
5. 28 OctTalk Your Book: The Next Big Short
6. 27 OctThe 5 Levels of Intelligence
7. 25 OctWhere Does Economic Growth Come From?
8. 24 OctAm I a Permabull?
9. 23 OctAnimal Spirits: The Envy of the World
10. 22 Oct3% Stock Market Returns For the Next Decade?
11. 21 OctTalk Your Book: Factor Investing with Dimensional Fund Advisors
12. 20 OctThe New Normal of Negativity
13. 18 OctThe Inheritance Battle
14. 17 OctSequence of Returns
15. 16 OctAnimal Spirits: The 1990s Really Were Better
16. 15 OctA Staggering Amount of Wealth Creation
17. 14 OctTalk Your Book: Yield at What Cost?
18. 13 OctLong-Term Stock Market Averages
19. 11 OctHigh Earner Not Rich Yet
20. 10 OctDefining Bull and Bear Markets
21. 9 OctAnimal Spirits: Money Buys Happiness
22. 8 OctWhen Luxuries Become Necessities
23. 7 OctTalk Your Book: Private Equity Deals with Ted Seides
24. 6 OctA Little Money Perspective
25. 4 Oct“$500 is basically free these days”
26. 3 Oct5 Years of Spending in Retirement
27. 2 OctAnimal Spirits: The Most Bullish Backdrop
28. 1 OctThe Biggest Risk in Real Estate

September 2024

1. 30 SepTalk Your Book: The Next Catalyst for Crypto Assets
2. 29 SepIs a Soft Landing Bad News For the Homebuyers?
3. 27 SepAn Epic Bull Market
4. 26 SepPlanning For Early Retirement
5. 25 SepAnimal Spirits: Are You Middle Class?
6. 24 SepThe Middle Class: Feelings vs. Finances
7. 24 SepTalk Your Book: Opportunities in Commercial Real Estate Debt
8. 22 SepRate Cuts & Historical Market Analogues
9. 20 SepMy Career Path
10. 19 SepWhat the Fed Rate Cut Means For the Economy
11. 18 SepAnimal Spirits: The Michael and Ben Origin Story
12. 17 SepWhat If You Only Invested At Market Peaks?
13. 16 SepTalk Your Book: Investing in Free Cash Flow
14. 15 Sep10 Money Revelations in my 40s
15. 13 SepAir Conditioning: An Economic Wonder
16. 12 SepWhat Happens to the Money Market Cash on the Sidelines?
17. 11 SepAnimal Spirits: When Your Friends Are Richer Than You
18. 10 SepCan This Continue?
19. 9 SepTalk Your Book: Dividend Stocks are Cheap
20. 8 SepWhy Housing is Everyone’s Favorite Investment
21. 6 SepIf The Prices Are Wrong You Should Be Rich
22. 5 SepIs the Stock Market Tipping Over?
23. 4 SepAnimal Spirits: Founder Mode
24. 2 SepTalk Your Book: Balancing Risk and Yield
25. 2 Sep31 Years of Stock Market Returns

August 2024

1. 30 AugRich vs. Wealthy
2. 29 AugTiming the Stock Market Using Valuations
3. 28 AugAnimal Spirits: What is Wealth?
4. 27 AugFinancial Voices I Ignore
5. 26 AugTalk Your Book: Finding Small Cap Diamonds in the Rough
6. 25 AugWhy People Don’t Save Enough For Retirement
7. 24 AugTalk Your Book: Alt Goes Mainstream with Michael Sidgmore
8. 23 AugChasing Star Fund Manager Performance
9. 22 AugThe 60/40 Portfolio Win Rate
10. 21 AugAnimal Spirits: Inflation or Price Gouging?
11. 20 Aug15 Ways to Lose Money in the Markets
12. 19 AugTalk Your Book: Quality Growth Investing
13. 18 AugMillennials Are Becoming Boomers
14. 16 AugFlash Crashes Are Getting Faster
15. 15 AugWhat Happens to Bonds When Stocks Go Up?
16. 14 AugAnimal Spirits: Boomers vs. Millennials
17. 13 AugHow to Predict a Recession
18. 12 AugTalk Your Book: Back to the Futures Market
19. 11 AugBonds Are Still a Hedge Against Bad Times in the Stock Market
20. 9 AugWhat’s the Bull Case For Housing?
21. 8 AugThe Opportunity Cost of Market Timing in T-Bills
22. 7 AugAnimal Spirits: Flash Crash or Recession?
23. 6 Aug3 Thoughts About the Market Correction
24. 5 AugTalk Your Book: The Housing Market with Mike Simonsen
25. 4 AugThis is Normal
26. 2 AugSome Crazy Charts
27. 1 AugThe Impact of Fed Rate Cuts on Stocks, Bonds & Cash

July 2024

1. 31 JulAnimal Spirits: How to Pick the Winners
2. 30 Jul7 Questions I’m Pondering
3. 29 JulTalk Your Book: Investing in BlackRock’s Mega Forces
4. 28 JulSome Things I Don’t Want When I Grow Up
5. 27 JulTalk Your Book: Investing in Corporate Culture
6. 26 JulThe 11th Commandment
7. 25 JulWhat’s the Worst Long-Term Return For U.S. Stocks?
8. 24 JulAnimal Spirits: Living the Dream
9. 23 JulAre Higher Rates Finally Starting to Impact Consumer Finances?
10. 21 JulThe Biggest Winners in the Stock Market
11. 20 JulTalk Your Book: Future Proof 2024
12. 19 JulWaiting For the Coast to Clear on Inflation
13. 18 JulThe Best Investment I Ever Made (the Pros & Cons of Owning a Vacation Home)
14. 17 JulAnimal Spirits: Fast Food Inflation
15. 16 JulHow Many Millionaires Are There?
16. 15 JulTalk Your Book: Trend Following with Eric Crittenden
17. 14 JulA Balanced Portfolio Always Comes with Regrets
18. 12 JulThe Stock Market Never Changes
19. 11 JulHow Much Money You Need For Retirement
20. 10 JulAnimal Spirits: Buying a House at the Top of the Market
21. 9 JulBuying a House at the Top of the Market
22. 9 JulTalk Your Book: Public and Private Market Credit Opportunities
23. 8 JulWhy Don’t We Build More Housing?
24. 6 JulTalk Your Book: Why We Don’t Build Enough Houses
25. 5 JulThe Automatic Investing Revolution
26. 4 JulWhy I Remain Bullish on the United States of America
27. 3 JulAnimal Spirits: Living Paycheck-to-Paycheck
28. 2 JulHow Bull Markets Work
29. 1 JulTalk Your Book: Income Outcome Investing

June 2024

1. 30 JunThe U.S. Real Estate Market in Charts
2. 28 JunIs Europe a Buy Here?
3. 27 JunIs the Small Cap Premium Dead?
4. 26 JunAnimal Spirits: Who Owns the Stock Market?
5. 25 JunBull Market Headlines
6. 24 JunTalk Your Book: Growth Stock Concentration
7. 23 JunWhen is the Mean Reversion Coming in the Stock Market?
8. 21 JunMy All-Time High in Savings
9. 20 JunSupply & Demand in the Stock Market
10. 19 JunAnimal Spirits: The Fed Needs to Cut
11. 18 JunChasing the Biggest Stocks
12. 17 JunTalk Your Book: A $20 Trillion Dollar Market Opportunity
13. 16 JunRoger Federer vs. the Stock Market
14. 14 JunHow to Be Happier at Work
15. 13 JunThe Two Types of Money People
16. 12 JunAnimal Spirits: Addicted to Trading
17. 11 JunNot Getting Rich Fast Enough
18. 10 JunTalk Your Book: Utilizing Dividends for Income
19. 9 JunFixed Income Has Income Again
20. 7 JunThe Bottom 50%
21. 6 JunHow Would You Invest $14 Million?
22. 5 JunAnimal Spirits: The Consumer is Slowing Down
23. 4 JunThe Minsky Market
24. 3 JunTalk Your Book: Supply and Demand Always Wins
25. 2 JunAmerica’s Piggy Banks Are Full

May 2024

1. 31 MayStock Market & Home Ownership Rates
2. 30 MayHow to Start a Newsletter
3. 29 MayThe Relationship Between Wages & Inflation
4. 29 MayAnimal Spirits: Has the World Gone Crazy?
5. 27 MayWhen Life Forces Your Hand
6. 27 MayTalk Your Book: Growth Stage Debt Investing
7. 24 MayThe S&P 500 vs. the U.S. Economy
8. 23 MayWho’s to Blame For the Broken Housing Market?
9. 22 MayAnimal Spirits: Wages Are Beating Inflation
10. 21 MayNo, The Stock Market is Not Rigged Against the Little Guy
11. 20 MayTalk Your Book: Higher For Longer
12. 19 May4 Economic Charts That Might Surprise You
13. 17 MayGambler’s Fallacy in the Stock Market
14. 16 MayHedging Against World War III
15. 15 MayAnimal Spirits: When Will Houses Be Affordable Again?
16. 14 MayDiversification is About Decades
17. 13 MayTalk Your Book: Defining Risk with Structured Protection ETFs
18. 12 MayThe Destiny of Demographics
19. 10 MayTranslating Wall Street Jargon
20. 9 MayIs Social Security Going Bankrupt?
21. 8 MayAnimal Spirits: Fighting Inflation
22. 7 MaySeinfeld on When Money Became Everything
23. 6 MayTalk Your Book: Bitcoin Flows
24. 5 MayThe Worst Bond Bear Market Ever Marches On
25. 3 MayThe New Normal in Housing Prices
26. 2 MayWhat’s the Right Savings Rate?
27. 1 MayAnimal Spirits: Negative Arbitrage

April 2024

1. 30 Apr10 Years From Now
2. 29 AprTalk Your Book: Hedging Your Portfolio with Options
3. 28 Apr30 Years of Financial Market Returns
4. 26 AprConvenience is a Form of Wealth
5. 25 AprWill Higher Rates Spell Doom For the Stock Market?
6. 24 AprAnimal Spirits: A Healthy Pullback
7. 23 AprThe News is Making You Miserable
8. 22 AprTalk Your Book: The Bull Case for India
9. 21 AprA Necessary Evil in the Stock Market
10. 19 AprRich People Who Don’t Feel Rich
11. 18 AprThe Psychology of Inflation
12. 17 AprAnimal Spirits: The Yeah But Bull Market
13. 16 AprIs Auto Insurance Becoming a Crisis?
14. 15 AprTalk Your Book: Diversifying Away From the Magnificent 7
15. 14 AprHow Long Does it Take For a 10 Bagger in the Stock Market?
16. 12 AprWho is Buying a House in this Market?
17. 11 AprKnowledge Alone Doesn’t Change Behavior
18. 10 AprAnimal Spirits: Enjoy the Bull Market While it Lasts
19. 9 AprTwo Things I’m Not Worried About
20. 8 AprHow to Lie With Charts
21. 8 AprTalk Your Book: Emerging Market Fundamentals
22. 5 AprFour Things I’m Thinking About Stocks, Housing & the Economy
23. 4 AprThe Difference Between Market Timing & Risk Management
24. 3 AprAnimal Spirits: The Never-Ending Travel Boom
25. 2 AprGenerational Luck in the Housing Market
26. 1 AprTalk Your Book: Preserving Your Capital

March 2024

1. 31 MarThe Most Important Concept in Finance
2. 29 MarHow Bad is Credit Card Usage in America?
3. 28 MarWhat About 60/30/10 Instead of 60/40?
4. 27 MarAnimal Spirits: The Roaring Twenties
5. 26 MarAre We Living in The Roaring 20s?
6. 25 MarTalk Your Book: Finding a Bottom in China
7. 24 MarHow Bad is Wealth Inequality in America?
8. 22 MarWill There be a Fee War in the Housing Market?
9. 21 MarAre Index Funds Propping Up the Stock Market?
10. 20 MarAnimal Spirits: This is a Good Thing
11. 19 MarSome Things I’ve Learned About Public Speaking
12. 18 MarTalk Your Book: The Mount Rushmore of ETFs
13. 17 MarSo Much Money Everywhere
14. 15 MarInflation at the Grocery Store
15. 14 MarRetirement Planning in your 20s, 30s and 40s
16. 13 MarAnimal Spirits: The Richest Country in the World
17. 12 MarLong-Term Recency Bias
18. 11 MarTalk Your Book: The Bitcoin Halving
19. 10 Mar20 Lessons From 20 Years of Managing Money
20. 8 MarDemographics Rules Everything Around Me
21. 7 MarWhat’s the Investment Case For Gold?
22. 6 MarAnimal Spirits: Things Are Getting Stupid Again
23. 5 MarBuy & Hold vs. Fear & Greed
24. 4 MarTalk Your Book: Private Investing for Fiduciaries
25. 3 MarWhat Does a Healthy Correction Look Like?
26. 1 MarAvoiding Burnout & a Mid-Life Crisis

February 2024

1. 29 FebWhat’s the Biggest Risk Right Now?
2. 28 FebAnimal Spirits: Now Show Japan
3. 27 FebWhat If You Invested at the Peak Right Before the 2008 Crisis?
4. 26 FebTalk Your Book: Investing for Income
5. 25 FebWhat’s the Bear Case For Housing Prices?
6. 23 FebThe 3 Ways to Get Rich
7. 22 FebCreating Generational Wealth
8. 21 FebAnimal Spirits: The Fed Should Cut Already
9. 20 FebThe Solution For Too Much Screen Time
10. 19 FebTalk Your Book: Putting a Floor on the Nasdaq 100
11. 18 FebWhat’s Driving the Stock Market Returns?
12. 16 FebStock Picking is Not the Same Thing as Portfolio Management
13. 15 FebWhen Should You Hire a Financial Advisor?
14. 14 FebAnimal Spirits: Passive is Eating the Market
15. 13 FebIs the U.S. Stock Market Too Concentrated?
16. 12 FebTalk Your Book: Talking Bonds at the New York Stock Exchange
17. 11 FebHow Often Do Bear Markets Occur?
18. 9 FebMacro is Hard
19. 8 FebAll-Time Highs in the Stock Market are Usually Followed by More All-Time Highs
20. 7 FebAnimal Spirits: The Holy Grail of Investing
21. 6 FebVision Pro: Bullish For Apple, Bearish for Society
22. 5 FebTalk Your Book: Investing in Infrastructure
23. 4 FebCan Anyone Challenge the Economic Dominance of the United States?
24. 2 FebWhere is Housing Still Affordable?
25. 1 FebHow Much is That $70,000 Truck Costing You?

January 2024

1. 31 JanAnimal Spirits: Gen Z is on Fire
2. 30 Jan17 Thoughts About Money
3. 29 JanTalk Your Book: What’s Going on in the Bond Market?
4. 28 JanYoung People Are Doing Better (Financially) Than You Think
5. 26 JanThis is the Best U.S. Economy Since the 1990s
6. 25 JanCan You Live On Dividends From Your Portfolio?
7. 24 JanAnimal Spirits: New All-Time Highs
8. 23 JanRespect the Accomplishments, Don’t Envy the Person
9. 22 JanTalk Your Book: Live at FARMCON
10. 21 JanNew All-Time Highs After a Bear Market
11. 19 JanDid the Pandemic Save us From a Retirement Crisis?
12. 18 JanWhat is the Historical Rate of Return on Housing?
13. 17 JanAnimal Spirits: The Cash-Returning Machine
14. 16 JanThe Holy Grail of Portfolio Management
15. 15 JanTalk Your Book: Building Portfolios with AI
16. 14 JanHistorical Returns For Stocks, Bonds & Cash
17. 12 JanAmericans Are Better Off Than You Think
18. 11 JanEqual Weight Investing
19. 10 JanAnimal Spirits: The Fee War Comes to Crypto
20. 9 JanHistorical U.S. Stock Market Returns Through 2023
21. 7 JanUpdating My Favorite Performance Chart For 2023
22. 5 JanThere’s No Ozempic For Financial Decisions
23. 5 JanCoasting to Retirement with a Margin of Safety
24. 3 JanAnimal Spirits: 2024 Predictions
25. 2 JanWhat Comes After a Good Year in the Stock Market?

2023 310

December 2023

1. 31 Dec2023: It Was a Good Year
2. 29 DecInvesting in Middle Age
3. 28 Dec10 Questions For 2024
4. 27 DecAnimal Spirits: What Will Perform Best in 2024?
5. 26 DecThe Biggest Risk in 2024
6. 25 DecTalk Your Book: International Growth Investing
7. 24 DecThe Best Books I Read in 2023
8. 22 DecThe Stock Market is Our Mona Lisa
9. 21 DecHow to Buy a House in Today’s Market
10. 20 DecAnimal Spirits: The Most Crowded Trade on Wall Street
11. 19 DecA Short History of Nasdaq 100 Returns
12. 18 DecTalk Your Book: What is Private Credit?
13. 17 DecStaying the Course is Harder Than it Sounds
14. 15 DecRich Author, Poor Readers
15. 14 DecHow Many Millionaires Are There?
16. 13 DecAnimal Spirits: Dunking on Doomers
17. 12 DecCould You Afford to Buy Your Own House Right Now?
18. 11 DecTalk Your Book: The Companies Are Fine
19. 10 Dec8 Things I Think I Think
20. 8 Dec$5 Million is Nothing
21. 7 DecWhat Happens After a 20% Up Year in the Stock Market?
22. 6 DecAnimal Spirits: The Ben Carlson Top
23. 5 DecThe Fed Matters Less Than You Think
24. 4 DecTalk Your Book: High Prices Cure High Prices
25. 3 DecSuccessful Investing is Hard
26. 1 DecEveryone is Irrational

November 2023

1. 30 NovOvercoming a Cash Addiction in Your Portfolio
2. 29 NovAnimal Spirits: $525k To Be Happy
3. 28 Nov5 Questions I Have About the Economy
4. 27 NovTalk Your Book: Strategic Income
5. 26 NovHow The Market Shapes Your Portfolio
6. 24 NovMy 4 Anti-Personal Finance Expert Beliefs
7. 22 NovAnimal Spirits: You Can’t Quantify Happiness
8. 21 NovHow the Demographics Are Shaping the Housing Market
9. 19 NovWhen Will We See New Highs Again in the Stock Market?
10. 17 Nov4 Charts That Explain the Stock Market
11. 16 NovPower Laws in the Stock Market
12. 15 NovAnimal Spirits: People Love to Complain
13. 14 NovInflation is the Lesser of Two Evils
14. 13 NovTalk Your Book: Bitcoin Fundamentals
15. 12 NovWill Housing Prices Fall During the Next Recession?
16. 10 NovYield Sells
17. 9 NovA Short History of the 60/40 Portfolio
18. 8 NovAnimal Spirits: Finally, A Slowdown
19. 7 NovSeeing Both Sides of the U.S. Economy
20. 6 NovTalk Your Book: Betting on Duration
21. 5 NovHow to Become a Millionaire
22. 3 NovThis is a Wonderful Market for Dollar Cost Averaging
23. 2 NovWhat If This Time is Different For the Stock Market?
24. 1 NovAnimal Spirits: The Biggest Rug Pull of Our Lives

October 2023

1. 31 OctComplacency in the U.S. Economy
2. 30 OctTalk Your Book: Investing in Luxury
3. 29 OctHow Much is a 3% Mortgage Worth?
4. 27 OctThe Crash Callers Won’t Save You
5. 26 OctWhat Returns Should You Expect in the Stock Market?
6. 25 OctAnimal Spirits: Higher For Longer
7. 24 OctDid the Baby Boomers Ruin the Housing Market?
8. 23 OctTalk Your Book: Equities With Guardrails
9. 22 OctAmericans Have Never Been Wealthier & No One is Happy
10. 21 OctTalk Your Book: The State of Venture Capital
11. 20 OctStop Betting Against America
12. 19 OctBad Returns in the Market Aren’t Always Bad
13. 18 OctAnimal Spirits: Does Government Debt Matter?
14. 17 OctThe Price of Success
15. 16 OctTalk Your Book: The All-In-One Home Equity Loan
16. 15 OctThe Worst Case Scenario For the Housing Market
17. 13 OctThe Worst Bond Bear Market in History
18. 12 OctHow to Save Money on a Lower Income
19. 11 OctAnimal Spirits: The Worst Bear Market Ever
20. 10 OctThe Difference Between Stocks & Bonds
21. 9 OctTalk Your Book: Investing in Music
22. 8 OctDon’t Just Look at the Results
23. 6 OctWhy Are Interest Rates Spiking?
24. 5 OctExperts vs. Amateurs
25. 4 OctAnimal Spirits: Yolo Spenders
26. 3 OctHigher For Longer vs. the Stock Market
27. 2 OctTalk Your Book: Compounding Machine
28. 1 OctHow Prepared Are Consumers For a Recession?

September 2023

1. 29 SepThree Things Investment People Hate to Admit
2. 28 SepThe 3 Types of Jobs
3. 27 SepAnimal Spirits: House Poor
4. 26 SepWhere the Housing Bubbles Are
5. 25 SepTalk Your Book: Where Leverage Comes From
6. 24 Sep24 Things I Believe About Investing
7. 22 SepHow to Outperform
8. 21 SepRenting vs. Buying: When You Shouldn’t Buy a House
9. 20 SepAnimal Spirits: Americans Love Borrowing Money
10. 19 SepHow Individual Retirement Accounts Changed the Stock Market Forever
11. 18 SepTalk Your Book: Customizing Alternatives
12. 17 SepHow Rich Are American Households?
13. 15 SepWhy Housing Prices Are Getting More Expensive
14. 14 SepMistakes That Compound in the Markets
15. 13 SepAnimal Spirits: Is Apple the Next IBM?
16. 12 SepThe Problem With Being House Rich
17. 11 SepTalk Your Book: The Macro Case for Crypto
18. 10 Sep6 Questions I’m Pondering At the Moment
19. 9 SepTalk Your Book: Need to Have Cars With Car Dealership Guy
20. 8 SepThe U.S. Housing Market vs. The Canadian Housing Market
21. 7 SepShould Your Investment Manager Have Skin in the Game?
22. 6 SepAnimal Spirits: The Market Cap of Taylor Swift
23. 5 SepThe Bond Bear Market & Asset Allocation
24. 4 SepDollar Cost Averaging in a Bear Market Wins Again
25. 1 SepThe 60/40 Portfolio is Alive & Well

August 2023

1. 31 AugA Closer Look at Risk & Reward in Bonds Right Now
2. 30 AugAnimal Spirits: Are You on Track For Retirement?
3. 29 AugThe Evolution of Retirement
4. 28 AugTalk Your Book: The Largest Active ETF
5. 27 AugWhy Are Mortgage Rates So High?
6. 25 AugThe Luckiest Generation
7. 24 AugHow Long Should Your Time Horizon Be in the Stock Market?
8. 23 AugAnimal Spirits: Rates to the Hilt
9. 22 AugStreaming Services Should Charge More
10. 21 AugTalk Your Book: Customizing Your Assets
11. 20 AugEverything & Everyone Underperforms Eventually
12. 18 AugYou Probably Need Less Money Than You Think For Retirement
13. 17 AugThe $70 Trillion Wealth Transfer
14. 16 AugAnimal Spirits: How Much is Happiness Worth?
15. 15 AugWhy Aren’t Investors Selling Stocks to Buy Bonds?
16. 14 AugTalk Your Book: Large Cap Alpha
17. 13 AugThe Pros & Cons of More Volatile Inflation
18. 11 AugDo Valuations Even Matter For the Stock Market?
19. 10 AugEveryone Has Their Own Money Trauma
20. 9 AugAnimal Spirits: Do Valuations Matter?
21. 8 AugWhy I’m Not Worried About $1 Trillion in Credit Card Debt
22. 7 AugTalk Your Book: Compounding with Concentrated Portfolios
23. 6 AugEven When the Stock Market Goes Up it Still Goes Down
24. 4 AugSocial Security: The Most Important Retirement Plan Ever Created
25. 3 AugThe Pros & Cons of Owning a Rental Property
26. 2 AugAnimal Spirits: Everything Is Up This Year
27. 1 AugRolling the Dice on the Stock Market

July 2023

1. 31 JulTalk Your Book: 100% Downside Protection
2. 30 JulOne Year Returns Don’t Matter
3. 28 JulBenjamin Graham vs. Zero Hedge
4. 27 JulAre the Markets Stacked Against the Little Guy?
5. 26 JulAnimal Spirits: The Wealth Paradox
6. 25 JulA Textbook Non-Recessionary Bear Market
7. 24 JulTalk Your Book: Future Proof Festival
8. 23 JulHow to Invest Like the 1%
9. 21 JulWhy Higher Interest Rates Haven’t Mattered (Yet)
10. 20 JulThe Siren Song of Market Timing
11. 19 JulAnimal Spirits: Recession Not Required
12. 18 JulSome Other Forms of Wealth
13. 17 JulTalk Your Book: The Impact of a Bitcoin ETF
14. 16 JulGood News-Bad News About the Economy
15. 14 JulBear Markets Are Transitory
16. 13 JulInvesting 100% of Your Portfolio in Stocks
17. 12 JulAnimal Spirits: Is Twitter Dead?
18. 11 Jul3 Overrated Financial Concepts
19. 9 JulWhen Will Interest Rates Really Start to Matter?
20. 8 JulRemember Don’t Fight the Fed?
21. 6 JulIs That It For the Housing Market Correction?
22. 5 JulAnimal Spirits: Is the Housing Correction Over?
23. 4 JulAnticipated Joy vs. Anticipated Regret
24. 3 JulTalk Your Book: Optimizing Your Credit Card Points
25. 2 JulContrarians Are Usually Wrong

June 2023

1. 30 JunWhat Happened to the Recession?
2. 29 JunCorporate Bonds vs. U.S. Treasuries
3. 28 JunAnimal Spirits: Why Crypto Needs BlackRock
4. 27 JunThe 3 Kinds of Inflation
5. 26 JunTalk Your Book: Advisor Best Practices
6. 25 JunU.S. Stock Market Gains & Losses By the Numbers
7. 23 JunHow Americans Save, Spend & Invest
8. 22 JunHow Should You Judge Your Investment Performance?
9. 21 JunAnimal Spirits: Why Are Houses So Expensive?
10. 20 JunThe Evolution of Financial Advice
11. 19 JunTalk Your Book: Internet Stocks with Income
12. 18 JunHow Much Money Does it Take to Feel Wealthy?
13. 16 JunHow Cheap (or Expensive) is the Stock Market Right Now?
14. 15 JunHow to Invest if You’re Sitting on a Pile of Cash Right Now
15. 14 JunAnimal Spirits: Are Stocks Cheap?
16. 13 JunThis is Why You Stay the Course
17. 12 JunTalk Your Book: The Electrification of America
18. 11 JunCan We Have a New Bull Market With 3% Unemployment?
19. 10 JunThe Consequences of a Baby Bust
20. 8 JunThe Rebalancing Bonus
21. 7 JunAnimal Spirits: Is the Bear Market Over?
22. 6 JunIs the Bear Market Over?
23. 5 JunTalk Your Book: Investing in Treasuries During a Debt Crisis
24. 4 JunThe Worst Housing Affordability Ever?
25. 2 JunThe Stock Market Will Pick the Winners For You
26. 1 JunWhat’s Your Retirement Number?

May 2023

1. 31 MayAnimal Spirits: Something Has to Break
2. 30 MaySome Things We’ve Learned This Year
3. 29 MayTalk Your Book: Upside and Downside Customization For Your Portfolio
4. 28 MayThe Best Time to Buy Stocks
5. 26 MayIs an AI Stock Market Bubble Inevitable?
6. 25 MayThe Stock Market is Not a Casino
7. 24 MayAnimal Spirits: Tech Stocks Are Back
8. 23 MayHow to Live a Rich Life
9. 22 MayTalk Your Book: Streamlining Alternative Investments
10. 21 MayThe Stock Market Usually Goes Up (But Sometimes it Goes Down)
11. 19 MayWhat’s the Best Long-Term Investment?
12. 18 MayTime to Prepare Your Portfolio For a U.S. Government Default?
13. 17 MayAnimal Spirits: The Only Game in Town
14. 16 MayPaper Bears
15. 15 MayTalk Your Book: Fidelity Digital Assets Mailbag
16. 14 MayRoughly Right or Precisely Wrong
17. 12 MayThe Housing Market Lottery
18. 11 MayThe Biggest Asset Bubble in History
19. 10 MayAnimal Spirits: Business Optimism Crashes
20. 9 MayThe Case For International Diversification
21. 7 MaySome Things the Fed Doesn’t Control
22. 5 MayConcentration in the Stock Market
23. 4 MayStock Market Tops, Bottoms & Middles
24. 3 MayAnimal Spirits: Bear Market Lessons
25. 2 MayHow Interest Rates & Inflation Impact Stock Market Valuations
26. 1 MayTalk Your Book: CLOs – The Providers of Leverage

April 2023

1. 30 AprFind the Torture You’re Comfortable With
2. 28 AprSome Thoughts on Youth Sports
3. 27 AprAre You Spending Too Much Money?
4. 26 AprAnimal Spirits: Millennials Will Buy All the Stocks
5. 25 AprThe Problem With Being House Rich
6. 24 AprTalk Your Book: Diversify Your Diversifiers
7. 23 AprWhat Happens After a Bad Year in the Stock Market?
8. 21 AprDemographics vs. Inflation
9. 20 AprThe Biggest No-Brainer Investment Right Now?
10. 19 AprAnimal Spirits: The Crockpot Recession
11. 18 AprWill We Ever See Affordable Housing Prices Again?
12. 17 AprTalk Your Book: Hidden Pricing Power
13. 16 AprShort-Term & Long-Term Inflation Trends
14. 14 AprWould You Rather Outperform During Bull Markets or Bear Markets?
15. 13 AprThe Mental Accounting of Asset Allocation
16. 12 AprAnimal Spirits: The Year of Disappointment
17. 11 AprHow Rich Are the Baby Boomers?
18. 10 AprTalk Your Book: Defining the Downside
19. 9 AprThere is No Index Fund For the Housing Market
20. 7 AprThe Ultimate Level of Wealth
21. 6 Apr50 Ways the World is Getting Better
22. 5 AprAnimal Spirits: The 3 Levels of Wealth
23. 4 AprWhen Can I Retire?
24. 3 AprTalk Your Book: No Bank Runs in Commercial Real Estate
25. 2 AprThe Good & Bad of Investing in the Stock Market
26. 1 AprTalk Your Book: Car Dealership Guy

March 2023

1. 31 MarOne of the Biggest Mistakes in Investing
2. 30 MarWill AI Replace Financial Advisors?
3. 29 MarAnimal Spirits: The Worst Chart in Finance
4. 28 MarWhy the Stock Market Makes You Feel Bad All the Time
5. 27 MarTalk Your Book: Startups in a Crisis
6. 26 MarCareful What You Wish For
7. 24 MarThe First Investment I Ever Made
8. 23 MarShould Young People Save Less & Spend More?
9. 22 MarAnimal Spirits: The Lender of Last Resort
10. 21 MarThe Happiness Paradox
11. 20 MarTalk Your Book: How to Buy Treasuries
12. 19 MarVolatility is Nothing New
13. 17 MarMore Money Doesn’t Make You Better at Managing Your Finances
14. 16 MarIs My Money Safe?
15. 15 MarAnimal Spirits: The Panic of 2023
16. 14 Mar8 Questions on the Banking Panic of 2023
17. 13 MarTalk Your Book: The Carrying Cost of Crazy
18. 12 MarBank Runs, Now & Then
19. 10 MarWhat Income Level Makes You Rich?
20. 9 MarBacktests are Unemotional. Humans are Not
21. 8 MarMarket Timing & Interest Rates
22. 8 MarAnimal Spirits: How Much Do You Need to Make to be Rich?
23. 6 MarTalk Your Book: A Bull Market in Tickers
24. 5 MarHow Much Do Americans Have Saved For Retirement?
25. 4 MarTalk Your Book: Lifetime Income
26. 3 MarWhy Aren’t Housing Prices Crashing?
27. 2 MarA Short History of Interest Rate Cycles
28. 1 MarAnimal Spirits: Are Bonds Competition For Stocks?

February 2023

1. 28 FebWill High Risk-Free Rates Derail the Stock Market?
2. 27 FebTalk Your Book: The “Tech Heavy” Nasdaq
3. 26 FebDoes Long-Term Investing Work Outside of the United States?
4. 24 FebTrade-Offs in The Economy, Markets & Life
5. 23 FebCan Covered Call Options Serve as a Bond Replacement?
6. 21 FebHow Much is Enough to Retire Comfortably?
7. 20 FebAn Ongoing Stimulus in the Economy For Years to Come
8. 20 FebTalk Your Book: Investing in Quality Growth
9. 17 FebBuy & Hold is Dead, Long Live Buy & Hold
10. 16 FebCan We Get a Bubble with Higher Interest Rates?
11. 15 FebAnimal Spirits: When Money Becomes a Liability
12. 14 Feb10 Years of A Wealth of Common Sense
13. 13 FebTalk Your Book: Bitcoin Doesn’t Know Its Price
14. 12 FebFighting the Last Bull & Bear Market
15. 10 FebWhere Have All the $200,000 Houses Gone?
16. 9 FebDeconstructing 10, 20 & 30 Year Stock Market Returns
17. 8 FebAnimal Spirits: Ready to Pop
18. 8 FebEntertainment vs. Investing
19. 6 FebTalk Your Book: The Prophet of Capital Preservation
20. 5 FebThe Psychology of Market Tops & Market Bottoms
21. 3 FebIs Parenting Harder Today?
22. 2 FebShould You Protect Your Portfolio Against a Possible U.S. Debt Default?
23. 1 FebAnimal Spirits: Benjamin Graham Disciple

January 2023

1. 31 JanThe Best & Worst Decades to be a Saver & Investor
2. 30 JanTalk Your Book: The Long and Short of Commodities
3. 29 JanStock, Bond & Cash Returns Over the Past 95 Years
4. 27 Jan6 Questions I’m Pondering
5. 26 JanCan the U.S. Stock Market Continue to Dominate the Long Run?
6. 25 JanAnimal Spirits: Is the Stock Market Getting Ahead of Itself?
7. 24 JanPerfect is the Enemy of Good
8. 23 JanTalk Your Book: The Biggest Short Squeeze of All Time
9. 22 Jan5 Numbers That Will Tell Us How the U.S. Economy Does This Year
10. 20 JanWhy Invest in Stocks When Bond Yields Are Higher?
11. 19 JanIs It Realistic to Have 100% of Your Portfolio in Stocks?
12. 18 JanAnimal Spirits: Is a Soft Landing Inflationary?
13. 17 Jan5 Lessons From an Awful Year For Financial Markets
14. 16 JanTalk Your Book: Investing in Fallen Angels
15. 15 JanThe Long-Term Wins
16. 13 JanWhat If We Don’t Get a Recession This Year?
17. 12 JanHow Dividends Juice Your Returns in the Stock Market
18. 11 JanAnimal Spirits: What’s the Negative Catalyst?
19. 10 JanHow Do Stocks & Bonds Perform Following Big Down Years?
20. 9 JanTalk Your Book: What Makes an Index Fund Work
21. 8 JanUpdating My Favorite Performance Chart For 2022
22. 6 JanOne More Prediction For 2023
23. 5 JanYou Now Have Options Galore For Yield on Your Savings
24. 4 JanWhy Markets Were Down in 2022
25. 4 JanAnimal Spirits: 10 Predictions For 2023
26. 2 Jan2022 Was One of the Worst Years Ever For Markets

2022 309

December 2022

1. 31 DecSome Stuff That (Probably) Won’t Happen in 2023
2. 29 DecWhy Should You Invest in the Stock Market?
3. 28 DecAnimal Spirits: The Tesla Crash
4. 27 Dec9 Things That Surprised Me in 2022
5. 26 DecTalk Your Book: The Rise of Thematic Investing
6. 26 DecThe Best Books I Read in 2022
7. 24 DecWhat Kind of Landing Are We Going to Get in the Economy?
8. 22 DecWhat’s Going to Happen in the Stock Market Next Year?
9. 21 DecAnimal Spirits: Buy the Dip is Dead
10. 20 DecAn Incredible Chart of the Housing Market
11. 19 DecTalk Your Book: The Opposite of ESG
12. 18 DecHow Long Will It Take Inflation to Hit the Fed’s 2% Target?
13. 16 DecMoney Lessons From The White Lotus
14. 15 DecDemographics vs. the Stock Market
15. 14 DecAnimal Spirits: Peak Inflation
16. 13 DecHow Often is the Market Down in Consecutive Years?
17. 12 DecTalk Your Book: Insourced CIO
18. 11 DecSome Thoughts About Investing
19. 9 DecWhat Happens If Housing Prices Fall 20%?
20. 8 DecWhat Is the Bond Market Saying About the Economy?
21. 7 DecAnimal Spirits: A Bear Market in Housing
22. 6 DecDon’t Try to Get Rich Twice
23. 5 DecTalk Your Book: An Update on Private Markets
24. 4 DecThis Year Could Have Been Worse For Investors
25. 2 DecSome Thoughts on Active vs. Passive, Bear Markets vs. Recessions, Inverted Yield Curves & Holiday Weight Gain
26. 1 DecIs Real Estate a Better Investment Than the Stock Market?

November 2022

1. 30 NovAnimal Spirits: Getting Rich Quick
2. 29 NovThe Thing That’s Hard About Markets
3. 28 NovTalk Your Book: The Buy-Write Strategy
4. 27 NovWhy Are There So Many Cheaters These Days?
5. 25 NovThe S&P 500 is Not the Economy
6. 23 NovAnimal Spirits: A Confusing Year
7. 22 NovIt Might Take a Recession to Slow Down the Consumer
8. 20 NovThe Markets Can’t Save You If You Don’t Save
9. 18 NovWho Wants to Be a Billionaire?
10. 17 NovOwning Individual Bonds vs. Owning a Bond Fund
11. 16 NovAnimal Spirits: The Crypto Blow-Up
12. 15 NovBoring is Beautiful in Investing
13. 14 NovTalk Your Book: Checking in on Buffered ETFs
14. 13 NovSam Bankman-Fried vs. The Match King
15. 11 Nov4 Concerning Personal Finance Charts
16. 10 NovHow Should You Choose Your Asset Allocation?
17. 9 NovAnimal Spirits: No Soft Landing
18. 8 NovThe Most Important Skill in Finance
19. 6 NovWaiting (For a Recession) Is the Hardest Part
20. 4 NovFinding Progress in a Sea of Negativity
21. 3 NovWhen Should You Change Your Asset Allocation?
22. 2 NovAnimal Spirits: A Housing Recession
23. 1 NovWhy Today’s Inflation is Not a Repeat of the 1970s

October 2022

1. 31 OctTalk Your Book: Doubling Down on Crypto
2. 30 OctThe Agony & Ecstasy of Stock-Picking
3. 28 OctIn the Markets Nothing is as Dependable as Cycles
4. 27 OctWhich Asset Class is More Attractive Right Now: Stocks or Bonds?
5. 26 OctAnimal Spirits: Bear Market Math
6. 25 OctEveryone Is Predicting a Recession But No One is Acting Like It (Yet)
7. 23 OctThe Long-Term is Not Where Life is Lived
8. 21 OctWhy Isn’t Inflation Falling?
9. 20 OctWhat Would You Do If You Were Running the Fed Right Now?
10. 19 OctAnimal Spirits: Why Isn’t Inflation Falling?
11. 18 OctBear Market Opportunities For Every Generation of Investors
12. 16 OctWhat a Stock Market Bottom Looks Like
13. 14 OctThe Worst Kind of Financial Advice
14. 13 OctWhat’s the Worst Case Scenario For Stocks?
15. 12 OctAnimal Spirits: A Tough Break
16. 11 OctThe Last Time the Fed Created a Recession
17. 10 OctTalk Your Book: Investing in Private Credit
18. 9 OctSome Questions I Have About Stocks, the Economy & Other Stuff
19. 7 OctWill the Stock Market Fall if Earnings Fall?
20. 6 OctTiming the Stock Market vs. Timing the Bond Market
21. 5 OctAnimal Spirits: Long-Term Bullish
22. 4 OctCould We See Another Lost Decade in the U.S. Stock Market?
23. 3 OctTalk Your Book: Investing in Science Fiction
24. 2 OctGetting Long-Term Bullish

September 2022

1. 30 SepSomething I Was Wrong About
2. 29 SepSurviving a Bear Market When You’re Done Saving
3. 28 SepAnimal Spirits: Powell Wants You to Lose Your Job
4. 27 SepExpected Returns For Bonds Are Finally Attractive
5. 26 SepTalk Your Book: I Need To Do Some Hedging Trades
6. 25 SepWhat is the Fed Doing?
7. 23 SepLuck & Timing in the Housing Market
8. 22 SepNavigating the Pain of Your First Bear Market
9. 21 SepAnimal Spirits: Is a Recession Bullish?
10. 20 SepDon’t Take Financial Advice From Kanye West
11. 19 SepTalk Your Book: Portfolio Premortem
12. 18 SepWe’re Still in a Bear Market You Know
13. 16 SepHow Much Do Interest Rates Matter to the Stock Market?
14. 15 SepFilling Up Your Dream Bucket
15. 14 SepAnimal Spirits: Live From Future Proof
16. 13 SepWhy Do We Always Focus on the Bad Stuff?
17. 12 SepTalk Your Book: Single Stock ETFs
18. 11 SepWhy I Remain Bullish on the United States of America
19. 9 SepHow the Fed Screwed Up the Housing Market
20. 9 SepTalk Your Book: Fixing Fixed Income
21. 8 SepReality is Messier Than Spreadsheets
22. 7 SepAnimal Spirits: The Super Bubble
23. 6 SepInterest Rates vs. Inflation
24. 5 SepTalk Your Book: Interest Rates and Volatility
25. 5 SepLiving Like Nothing Matters
26. 2 SepIt’s OK to Be Bearish But It’s Not OK to Stay Bearish
27. 1 SepSavers of the World Rejoice — Yield is Back

August 2022

1. 31 AugAnimal Spirits: Why So Bearish?
2. 30 AugTough Talk From the Fed
3. 29 AugHow Business Travel Needs to Change in a Remote Working World
4. 29 AugTalk Your Book: Investing in China
5. 28 AugSome Things I Like and Don’t Like About Student Loan Forgiveness
6. 26 AugTwo Predictions
7. 25 AugWhy Are TIPS Losing Money With Inflation at 9%?
8. 24 AugAnimal Spirits: Price Drives Narrative
9. 23 AugExceptions to the Rule
10. 21 AugWhy People Make Dumb Financial Decisions on Purpose
11. 19 AugNarrative Always Follows Price in the Markets
12. 18 AugThe Cost/Benefit of Giving Up a Low Mortgage Rate For a New House
13. 17 AugAnimal Spirits: The Animal Spirits Indicator
14. 16 AugBen’s 4 Common Sense Rules of Investing
15. 14 Aug6 Questions About the Market & the Economy
16. 12 AugWhat to Expect When You’re Expecting in the Stock Market
17. 11 AugWhen is a Bear Market Over?
18. 10 AugAnimal Spirits: Soft Landing
19. 9 AugDebt Denominator Blindness
20. 8 AugTalk Your Book: Choose Your Own Investments
21. 7 AugThe Michael Scott Economy
22. 5 AugBanks, Buy What You Know & Financial Disasters
23. 4 AugIs Housing a Bubble Waiting to Pop?
24. 3 AugAnimal Spirits: Invest in What You Know
25. 2 AugThe Price of Admission
26. 1 AugAnimal Spirits: Listener Mailbag

July 2022

1. 31 JulScarcity is an Ally of Appreciation
2. 30 JulTalk Your Book: Looking Back at the Crypto Meltdown
3. 29 JulWas That the Bottom?
4. 28 JulThe Best & Worst Years in Stock Market History
5. 27 JulAnimal Spirits: Redefining a Recession
6. 26 JulReal Estate vs. Stocks vs. Bonds vs. Inflation
7. 24 JulA Giant Distraction to the Business of Investing
8. 22 JulAnticipated Joy vs. Anticipated Regret
9. 21 JulInvesting in Home Renovations vs. Investing in Stocks
10. 20 JulAnimal Spirits: Extreme Cost Cutting
11. 19 JulThe Longest & Shortest Bear Markets
12. 17 JulThe Last Time Inflation Was This High
13. 15 JulStocks For the Long Run
14. 14 JulWhat Returns Should You Expect For Stocks & Bonds Over the Long Haul?
15. 13 JulAnimal Spirits: Volatility Hits Main Street
16. 12 JulWhy the Financial Goalposts Are Always Moving
17. 11 JulTalk Your Book: The State of Commodities
18. 10 JulInvesting a Lump Sum When the Stock Market is Down
19. 9 JulTalk Your Book: The State of Venture Capital
20. 8 JulThe Biggest Argument in Finance Right Now
21. 7 JulWhat Should Long-Term Investors Buy During a Bear Market?
22. 6 JulOn the Inevitability of Bear Markets
23. 6 JulAnimal Spirits: The Pandemic Broke the Economy
24. 4 JulTalk Your Book: The Bull Market in Stupidity
25. 3 JulThe Worst 6 Months Ever For Financial Markets
26. 1 JulWhat’s Priced Into the Stock Market?

June 2022

1. 30 JunWhat’s the Best Travel Rewards Credit Card?
2. 29 JunAnimal Spirits: Are We Sure a Recession is Coming?
3. 28 JunHas the Consumer Ever Been More Prepared for a Recession?
4. 27 JunTalk Your Book: Expanding Access to Private Markets
5. 26 JunIs the 60/40 Really Dead This Time?
6. 24 JunUnemployment Rates, Interest Rates, Mortgage Rates & Credit Card Rates
7. 23 JunThe Case For Owning Bonds
8. 22 JunAnimal Spirits: Peak Pessimism
9. 21 JunTimeless Lessons From the 2020-2022 Cycle
10. 19 JunHow Long Does it Take For Stocks to Bottom in a Bear Market?
11. 18 JunThe Present & the Past of Inflation
12. 16 JunHow to Hedge Falling Housing Prices
13. 15 JunAnimal Spirits: The Fed is Being Punished
14. 14 JunIncrease Your Exposure to Humility During a Bear Market
15. 13 JunTalk Your Book: High Quality Growth Stocks
16. 12 JunS&P 500 Sector Quilt
17. 10 JunWhat Does a Normal Housing Market Look Like?
18. 9 JunBucketing Your Assets in Retirement
19. 8 JunAnimal Spirits: Good News is Bad News
20. 7 JunTiming a Recession vs. Timing the Stock Market
21. 6 JunTalk Your Book: Hedging the Different Types of Inflation
22. 5 JunThe Worst Years Ever For a 60/40 Portfolio
23. 3 JunHow the Housing Market Has Changed America
24. 2 JunCompounding in the Stock Market is Messy
25. 1 JunWhat If This is a Big Regime Shift in the Markets?
26. 1 JunAnimal Spirits: The Round Trip

May 2022

1. 30 MayEasy Money is Money Easily Lost
2. 27 MayWhy Housing is More Important Than the Stock Market
3. 26 MayBear Market Hedges
4. 25 MayAnimal Spirits: The Most Obvious Recession Ever
5. 24 MayThe Two Things That Matter Most If You Own Stocks
6. 23 MayAnimal Spirits: Listener Mailbag
7. 22 MayThe Worst Years Ever in the Stock Market
8. 20 May7 Questions I Have About Stocks & The Economy
9. 19 MayThe Best Investment Strategy For This Market
10. 18 MayAnimal Spirits: Obvious Signs of the Top
11. 17 MayThe Next Recession
12. 16 MayTalk Your Book: Investing in the Carbon Transformation
13. 15 MayThings You See In Every Bear Market
14. 14 MayTalk Your Book: Locking In Higher Yields on Your Portfolio
15. 13 MayMy Bear Market Survival Guide
16. 12 MayThe 2 Types of Bear Markets
17. 11 MayAnimal Spirits: The End of V-Shaped Recoveries
18. 10 May15 of the Craziest Charts Right Now
19. 9 MayHow Long Do Bear Markets Last?
20. 8 MaySome Things I’m Not Going to Regret in 20 Years
21. 7 MayThe Case For Buying a House Right Now
22. 5 MayIs 75/25 the New 60/40?
23. 4 MayAnimal Spirits: Is This a Bear Market?
24. 3 MayWhy Does the Stock Market Go Up Over the Long-Term?
25. 2 MayTalk Your Book: Rethinking the 4% Rule
26. 1 MayGood News and Bad News About the Market

April 2022

1. 29 AprBuy Low, Sell High is Easier Said Than Done
2. 28 AprIs It Time to Start Buying Growth Stocks?
3. 27 AprAnimal Spirits: Elon Buys Twitter
4. 26 AprIt’s OK to Be Confused Right Now
5. 25 AprTalk Your Book: Investing in Human Capital
6. 24 AprWhat Does the Bond Market Rout Mean for the Stock Market?
7. 22 AprWhy Aren’t Rich People Happier?
8. 21 AprPaying For College Twice
9. 20 AprAnimal Spirits: A Recession is Coming
10. 19 Apr4 Reasons the Housing Market Won’t Crash
11. 17 AprComplicated Geniuses
12. 15 AprWhy It’s So Hard to Spend Money in Retirement
13. 14 AprHow Series I Savings Bonds Work
14. 13 AprAnimal Spirits: The Fed is Making a Mistake
15. 12 AprStock Market History as a Rorschach Test
16. 11 AprTalk Your Book: The Financial Advisor’s Cheat Code
17. 10 AprIs The Fed Making a Mistake?
18. 8 AprFrugality vs. Extravagance
19. 7 AprFinancial Advice For Young People
20. 6 AprAnimal Spirits: Long Global, Short USA
21. 5 AprThe Predictive Power of the Yield Curve
22. 4 AprTalk Your Book: Investing in mRNA Technology
23. 3 AprWhat the Labor Market Means For the Stock Market
24. 1 AprAddressing Your Weaknesses

March 2022

1. 31 MarThe First Thing You Need to Do Before Investing Your Money
2. 30 MarNFTs for Charity
3. 30 MarAnimal Spirits: Tighten Until Something Breaks
4. 29 MarSome Reminders About the Stock Market
5. 28 MarTalk Your Book: Protecting the Downside
6. 27 MarWhat Does a Bond Bear Market Look Like?
7. 26 MarAnimal Spirits NFT Drop
8. 25 MarIs the Housing Market Broken?
9. 24 MarThe Stagflation Risk
10. 23 MarAnimal Spirits: Can the Market Cause a Recession?
11. 22 MarInterest Rates Are Getting Weird
12. 21 MarMoney, Power or Fame?
13. 21 MarAnimal Spirits: Listener Mailbag
14. 20 MarWhat Happens When You Buy Stocks in a Bear Market?
15. 18 MarDifferent Kinds of Sad
16. 17 MarHow to Prepare For a Recession
17. 16 MarAnimal Spirits: Is A Recession Bullish For Tech Stocks?
18. 15 MarThe Best Personal Finance Inflation Hedges
19. 14 MarTalk Your Book: A 7 Trillion Dollar Opportunity
20. 13 MarIs a Recession Bullish For Tech Stocks?
21. 12 MarAnimal Spirits: The Craziest Commodities Market Ever
22. 11 MarSome Thoughts on Bear Markets
23. 10 MarAre We Heading For a Recession?
24. 9 MarAnimal Spirits: More Sellers Than Buyers
25. 8 MarWhy Gas Prices Matter So Much
26. 6 MarThe Boom-Bust Cycle in Commodities
27. 5 MarAnimal Spirits: The Financial Rails of the Future
28. 4 MarThere is No Hedge For Everything
29. 3 Mar4 Ways to Create a Less Volatile Portfolio
30. 2 MarAnimal Spirits: A Moral Margin Call
31. 1 MarPredicting the Future is Hard

February 2022

1. 28 FebPreparing For a Wider Range of Outcomes
2. 27 FebWhy the 2020s Housing Market is Going to Make Inequality Even Worse
3. 25 FebThe Stock Market is Heartless
4. 24 FebInvestor Psychology During a Sell-Off
5. 23 FebAnimal Spirits: The Craziest Housing Market Ever
6. 22 FebThe 3 Ways to Win During a Market Correction
7. 21 FebTalk Your Book: Managing Risk Like an Actuary
8. 20 FebHow Long Does it Take Tech Stocks to Recover From a Crash?
9. 19 FebAnimal Spirits: Starting a Crypto Hedge Fund
10. 19 Feb4 Reasons Inflation is So High Right Now
11. 17 FebHow Much Do You Need For a Down Payment?
12. 16 FebAnimal Spirits: Boomflation or a Recession?
13. 15 FebValue Stocks Like Higher Inflation
14. 13 FebWhy the Stock Market Doesn’t Like High Inflation
15. 11 FebIs Housing a Good Investment?
16. 10 FebGolden Age Thinking
17. 9 FebAnimal Spirits: Inflation at Disney World
18. 8 FebWas the Pandemic Actually Bad for Companies Like Peloton & Netflix?
19. 7 FebTalk Your Book: Disruption as an Asset Class
20. 6 Feb8 Of The Biggest Investing Myths
21. 4 FebDiversification Isn’t Undefeated But It Never Gets Blown Out
22. 3 FebThe Difference Between a Portfolio and a Plan
23. 2 FebAnimal Spirits: Stocks Work Best at Night
24. 1 FebWhy It Could Be Years Until We See a Normal Housing Market

January 2022

1. 31 JanAnimal Spirits: Listener Mailbag
2. 30 JanHow Do Stocks Perform When the Fed Raises Rates?
3. 28 Jan10 Things I Love About Market Corrections
4. 27 JanWhen Will the Stock Market Bottom?
5. 25 JanThis is Normal
6. 25 JanAnimal Spirits: A Lightning-Fast Correction
7. 24 JanSome Things I Remind Myself During Market Corrections
8. 23 JanIs This the End of the Go-Go Years?
9. 22 JanHistorical Returns For Stocks, Bonds & Cash Back to 1928
10. 20 JanHow Often Should You Expect a Stock Market Correction?
11. 19 JanAnimal Spirits: 25 Million New Brokerage Accounts
12. 18 JanWill Higher Mortgage Rates Derail the Housing Market?
13. 17 JanTalk Your Book: Investing in Sustainability
14. 16 JanWhy Everyone Thinks the Inflation Numbers are Wrong
15. 14 JanIs the Fed Responsible for an 800% Gain in the Stock Market?
16. 13 JanWhen Should You Sell a Stock That’s Down?
17. 12 JanAnimal Spirits: Is the Fed Trapped?
18. 11 JanWhy Isn’t the Stock Market Down More Right Now?
19. 10 JanTalk Your Book: Options Are Eating the Stock Market
20. 9 JanUpdating My Favorite Performance Chart For 2021
21. 7 JanThe 3 Biggest Risks to the Market Right Now
22. 6 JanWhat Does the Buffett Indicator Say About Stocks Right Now?
23. 5 JanAnimal Spirits: Why the Bull Market Could Last a Lot Longer
24. 4 JanIs This the Greatest Bull Market in History?
25. 2 Jan2021 Was One of the Best Years in the Stock Market History
26. 1 JanAnimal Spirits: Howard Lindzon Unplugged