All articles from A Wealth of Common Sense
Animal Spirits: This Won’t End Well
On today's show we discuss Ben's new book Risk & Reward, an epic melt-up in the stock market, semiconductor stocks going berserk, why this isn't a bubble (yet), South Korean stocks, AI portfolios & ad
My New Book: Risk & Reward
My new book, Risk & Reward, is out now! The post My New Book: Risk & Reward appeared first on A Wealth of Common Sense. ...
Talk Your Book: Investing in Securitization
On today's Talk Your Book we speak with Mike Laughlin from Janus Henderson Investors about how securitization works, investing in CLOs, the size of the securitized market, how fixed income investing h
The Melt-Up
"The market might be crazy, but that doesn't make you a psychologist." -Meir Statman The post The Melt-Up appeared first on A Wealth of Common Sense. ...
Why Are Hedge Fund Managers Always Bearish?
Why are hedge fund managers always bearish? The post Why Are Hedge Fund Managers Always Bearish? appeared first on A Wealth of Common Sense. ...
A Government Debt Crisis?
What's the line in the sand on U.S. government debt? The post A Government Debt Crisis? appeared first on A Wealth of Common Sense. ...
Animal Spirits: The Stock Market Is Doing Something We’ve Never Seen Before
On today's show we discuss Paul Tudor Jones on market valuations, how many people own stocks, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why high
Some Things I’ve Learned Lately
Hyperinflation, The Wizard of Oz, wealth inequality and energy gains. The post Some Things I’ve Learned Lately appeared first on A Wealth of Common Sense. ...
Talk Your Book: Animal Spirits Live with F/m Investments
On today's Talk Your Book we have a live show we recorded in Washington D.C. with Alex Morris from F/m Investments that covers inflation, the Fed, AI, tax alpha and much more The post Talk Your Book:
Higher Gas Prices
Will gas prices hit $6/gallon? The post Higher Gas Prices appeared first on A Wealth of Common Sense. ...
Half a Million Dollars
What does it mean to live paycheck-to-paycheck? The post Half a Million Dollars appeared first on A Wealth of Common Sense. ...