All Episodes
Episodes
Financial storm hits commercial real estate, Dividend paying stocks lag, Complex fund names lead to bad outcomes and a Rant on airline credit cards
Financial storm bears down on US commercial real estate: https://www.ft.com/content/658d937f-f804-4656-a9d8-428b9c2c917d
Dividend-Paying Stocks Spurned as AI Booms:...
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Baby Boomers love their stocks, Short Sellers have lost $ 120 billion and Warren Buffett proves its ok not to keep buying stuff
Boomers Got Hooked on Stocks:
https://www.wsj.com/livecoverage/stock-market-today-dow-jones-06-20-2023/card/boomers-got-hooked-on-stocks-now-they-can-t-let-go--WBfwsJSkJGxjhIEAeOek
Short Sellers have lost $ 120...
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Silicon Valley Bank and First Republic Bank employees' stock losses, Jim Cramer baits me, and International Investing is brutal
When SVB and First Republic Collapes, So Did Their Employees Investments: https://www.wsj.com/articles/when-svb-and-first-republic-collapsed-so-did-their-employees-investments-59ce4715
Cramer Says Trim your...
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Wealth management's $ 1 trillion dollar conflict, Calpers ups their VC allocation, and Stock market bulls see room to run
Wealth Management's $ 1 Trillion Conflict: https://www.financial-planning.com/digital-edition/june-2023
Calpers ups VC allocation: https://pitchbook.com/news/articles/calpers-venture-asset-class-tiger-lightspeed...
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You can't hide from AI hype, retirement changes to know and broker steals from his mother
Nowhere for Investors to Hide From AI Hype: https://www.wsj.com/articles/nowhere-for-investors-to-hide-from-ai-hype-7cb52fd7
Retirement-Savings Changes You Should Know About for 2023:...
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JP Morgan's new 'elite' wealth unit, fraud by a Morgan Stanley broker and a look back at high flying tech ipos.
JP Morgan Builds Unit for World's Richest Families: https://www.advisorhub.com/jpmorgan-builds-unit-for-worlds-richest-families-in-wealth-bet/
Ex-Morgan Stanley Broker Gets 7.25 years over 7.25 million fraud:...
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Housing bust hits small time investors, emerging market stocks have had a bad run and debt ceiling woes abound
Housing Bust Comes for Small Time Investors: https://www.wsj.com/articles/a-housing-bust-comes-for-thousands-of-small-time-investors-3934beb3
How a Debt-Ceiling Crisis Could Play Out on Wall Street:...
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My thoughts on borrowing money, Scott Burns preaches truth about do nothing investing, and Japanese stocks soar
Scott Burns: Investment paralysis isn't to be lamented. It deserves praise....
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Cash management strategies I like, Berkshire Hathaway has their summit in Omaha, and ChatGPT causes a ruckus.
Berkshire Hathaway Latest Investor Letter: https://www.berkshirehathaway.com/letters/2022ltr.pdf
ChatGPT Is Causing a Stock-Market Ruckus: https://www.wsj.com/articles/chatgpt-is-causing-a-stock-market-ruckus-4b7cc008
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Regional bank troubles and stock picking, actively managed etfs, and should you invest in a private debt fund?
WSJ: Investors are piling into active ETFs https://www.wsj.com/articles/investors-are-piling-into-actively-managed-etfs-c9729056
WSJ Getting the Sharp End of the Investing Stick:...
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Picking a stock for the year 2048, stocks still aren't cheap (allegedly), baby boomer superiority in market endurance and the dangers of leverage and real estate.
Picking A Stock for the Year 2048: https://www.wsj.com/articles/picking-a-stock-for-the-year-2048-66d90e
Stocks Still Aren't Close to Cheap:...
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Why it is so hard to beat the stock market, how to pay 0% on your income taxes and what to do when you want to buy gold.
WSJ: Want to beat the stock market? Avoid the cost of 'being human.': https://www.wsj.com/articles/active-vs-passive-index-fund-beat-the-stock-market-58e8bd83
WSJ: How to grab a 0% tax rate:...
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