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How do bonds work?

On today's show we discuss AI human extinction fears, the biggest AI risks, why things go viral, why the stock market is so confusing right now, how to think about bearish hedge fund managers, why bonds offer a good deal right now, Fed rate hikes, .. ...

Rising rates, higher inflation and falling PE ratios.

On today's Animal Spirits Talk Your Book we speak to Christian Munafo from VanEck about AI IPOs, the trouble facing unicorn late stage growth companies, the liquidity problem for private market investors, secondary transactions, where to find value . ...

Pros and cons of tax-aware long/short strategies.

How wealth is changing the economy and markets.

My favorite research papers on trend-following and momentum.

On today's show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring investors, the earnings boom, a buying opportunity for bonds, the American ...

Were millennials doomed to be period of lower stock market returns?

On today's Talk Your Book we speak with Alger's Dan Chung on investing in concentrated portfolios, what it's like picking stocks during a boom, sorting through the winners & losers in AI, Meta vs. Google and more.