Is It Time To Invest In Big Tech or Medium Tech Stocks? (FAANGs and FANMAGs)
With many of the largest tech stocks falling over 20% year-to-date, is now the time to invest? Has the market changed to where tech investing is a safe bet?Topics covered include:What happened to Netf...
4 Touko 202226min
Has A Commodities Bull Market Super Cycle Started? If So, How Do You Invest In It?
What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What are the risks.Topics include:What is a ...
27 Huhti 202225min
How To Be A Successful Contrarian Investor
How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial markets and how are contrarians positioned.Topics cov...
20 Huhti 202227min
Is A Famine Next? Food Inflation, Food Riots, and Investing in Commodities and other Real Things
Why food costs are soaring and what we can do about it. Why inflation rates could start to drop. Why commodity futures, including agriculture futures, have been lousy inflation hedges, and what has wo...
13 Huhti 202226min
Investing in Business Development Companies (BDCs) and other Niche Assets That Trade on Stock Exchanges
We review the ten asset categories that trade on major stock exchanges, many of which are smaller niches in which individual investors have an edge over institutional investors.How to invest in busine...
6 Huhti 202227min
How Stories Drive Our Happiness and Financial Success
Stories determine economic and financial outcomes, both our own and the world in aggregate. Here's how to craft and follow stories that will lead to better financial outcomes and greater happiness.Top...
30 Maalis 202226min
People Like Us Invest Like This - Remastered with New Introduction
This week, we revisit a classic episode released five years ago. In a newly recorded introduction, David shares the background on the episode and why he chose to release it again in its newly edited f...
23 Maalis 202227min
Do We Even Need Leaders?
How societies have functioned without leaders, including leaderless megacities that survived over 800 years.Topics covered include:Is geopolitics more like chess or pokerWhy analysts think Putin will ...
16 Maalis 202224min
