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On today's Talk Your Book we speak with Dan Russo from Potomac Fund Management about the bear market in diversification, trend-following, quantitative tactical asset management and more.

My annual book list.

The pros and cons of concentrated investing.

Some thoughts on how to simplify your investments and improve performance.

On today's show we discuss the stock market rally is broadening out, no one wants an AI bubble, the return outlook for 2026, Howard Marks on how to invest today, hedging an AI bubble, concentration risk, financial markets don't care about labor ...

How reading changed my career.

On today's Talk Your Book we speak with John Neff, portfolio manager and CIO, from Akre Capital Management about the firm's concentrated stock portfolio, how to hold stocks for the long-run, beating the S&P 500 and more.

I shared this chart of inflation by decade this past week: I got a follow-up question in my inbox about this one from a reader: What's the investment implication of your inflation chart? Should I own more or less stocks when inflation is higher? Good ...

How to become a millionaire.

Is 3% inflation the new 2% inflation?