What Do Higher Interest Rates Mean for REITs?
Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest ...
25 Syys 202220min
Morgan Housel on Inflation, Incentives, and Investing through Bear Markets
“No one's success is proven until they've survived a calamity.” You can’t join the NBA with a few good shots, but you can join the ranks of “great” investors. Luck and skill are much harder to separa...
24 Syys 202225min
Recession Fears, House Hacking, Consumer Spending for the Holidays
For the 5th time in 6 weeks, there was a lot of red on Wall Street. (0:30) Jason Moser and Maria Gallagher discuss: - The Fed's latest rate hike spooking investors - Costco delivering (yet again) in ...
23 Syys 202239min
Are SPACs Done?
What does it say that no private company wants a check for $1.1 billion? (0:21) Bill Mann discusses: - The stock market being surprised that the Fed raised rates by 0.75% (as almost everyone expected...
22 Syys 202223min
YouTube vs. TikTok
Alphabet, parent company of YouTube, deploys a new weapon in its battle with TikTok: cash. (0:25) Maria Gallagher discusses: - YouTube's announcement of a new revenue-sharing model for creators of sh...
21 Syys 202223min
"Make no mistake, this too shall pass."
Bear markets always come to an end, but they're not necessarily fun while they last. (0:21) Bill Mann discusses: - The market reacting to the Federal Reserve's announcement a day before the Fed actua...
20 Syys 202227min
Pessimism High? Might Be Time To Buy
"The best time to buy is when pessimism is prevalent." (0:21) John Rotonti discusses: - Why the rise in investor pessimism gets him excited to go shopping for investments - What he's watching - A...
19 Syys 202220min
Liz Ann Sonders on Economic Cycles, Stock Prices, and Investing Mistakes
Shorter economic cycles and more frequent recessions doesn't necessarily mean the downturns will be brutal. John Rotonti talked with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, abo...
18 Syys 202230min
