Apr 29, 2020
We discuss why credit card payments will be the first thing to go for people with financial problems, why so many people prefer real estate as an investment, colleges, and gyms are in trouble, people who will leave big cities, how a crisis can change your investment thesis on the fly and more.
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Apr 24, 2020
We discuss why the stock market isn't falling more, craziness in the oil market, why "normal" portfolios may be performing better during the crisis, the death of department stores, banks, bailouts and much more.
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Ben Carlson’s A Wealth of Common
Sense
Michael Batnick’s The...
Apr 22, 2020
We discuss fairness in the bailout process, why no one believes in this market, why it's been so difficult to outperform the market during this bear, Munger and Buffett's changing appetite for risk, why epidemiologists would make good investors and much more.
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Ben Carlson’s A...
Apr 17, 2020
We discuss the path to normalcy, why the economy is going to be operating at partial capacity for some time, when people will begin flying again, why people are so angry with the bailouts, counterintuitive real estate trends, why colleges may be in trouble this fall and much more.
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Apr 15, 2020
On this week's show we discuss the pandemic's impact on Disney, when people will be willing to go to large events in the future, private equity companies getting bailed out, anger coming from Main Street, counterintuitive markets, professional sports with no fans and much more.
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