All Episodes
Episodes
AI Squeezes, Lazy Customers Get Help, and Trump Accounts Get Stocks
AI investment is squeezing out other opportunities, lazy customers may get bailed out by AI Agents, and Trump Accounts may be able to receive the stock of individual companies.
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No Sure Deals Exist, Bonds for the Win, and the 4% Rule Is GOATed.
A can't miss building in Philadelphia is a miss, recency bias makes us take too dim a view of bonds and the 4% is good enough for me.
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Isaac Newton Outsmarts Himself, University Endowment Review, and an Optimist's Guide to Investing
Isaac Newton catches the investing euphoria of 1720 in ways we can relate to, the university endowment environment is still bewildering, and Cathie Wood of ARK investing gives us a positive light on the markets...
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Another Ponzi Scheme, Pension Funds to the Rescue, and a Safer Way to Get Yield
Ponzi schemes seem to smell the same everywhere, a Pension may not be the worst thing in the world and chasing yield is trouble, so maybe synthetic yield is ok?
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Mark Cuban's Bet, Private Share Problems and Vanguard Wins Again
Mark Cuban and Peter Mallouk make a big time bet in 2021 that we follow up on, a private stock specialist misleads customers, and the Vanguard effect wins even when it loses.
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My Trump Account Experience, GOP Ponzi Fraud, and the Gift That Keeps On Giving
I actually open Trump accounts and give you my experience, there is a sad tale of a Ponzi scheme in Georgia GOP country, and Jack Bogle gave a gift that keeps becoming more generous as the years go by.
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Smart People Make Mistakes, JP Morgan Makes Predictions and Clients Ask Good Questions
The Wall Street Journal outlines Leopold Aschenbrenners immense intellect, JP Morgan has a technical strategist that purports to know the future and the Client Corner comes with a great question.
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Stock Picking Delusions, Nike's Fall, and the Limits of Passive Investing: Can We Go Too Far with Indexing?
We can't help but feel sorry for the difficult task of stock picking, Nike falls dramatically and we investigate the plumbing of indexing to see if it can pass a stress test.
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Better Than the Benchmark: Behavior, Gambles, and Financial Delusions
An author knows index funds are better, but still goes on to recommend a bunch of active funds, we fall prey to hot shot managers that earn lots of money quickly, Polymarket tricks us and Gen Z loves sports betting.
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Situational Unawareness and the VC Reality Check
We sort through the fallout of the hedge fund Situational Awareness, evaluate the promises we tell ourselves about dividend funds, and look to the difficulty of venture capital investing.
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Hedge Fund Blindspots and Market Realities
The hedge fund Situational Awareness is forced to sell its public holdings, the latest stock market data doesn't care about global turmoil and stock market increases can make us reckless.
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The JP Morgan Bear, Blackstone Hunts Us, and Roth Reform
Jamie Dimon gives a warning about today's risks, The Blackstone Group is hunting for your money, and a few government officials want to create more new rules around retirement funding
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