May 27, 2020
We discuss why Zoom is worth more than the 5 biggest U.S. airlines, how many of the pandemic stocks are here for good, Spotify taking over the podcast game, Amazon possibly buying JC Penney, winners and losers from the WFH trend, the summer bull case for Airbnb, why alternative ETFs haven't worked, what happens to the...
May 22, 2020
On today's show we talk about all things related to corporate real estate in the United States. How has it been affected by COVID-19, what does the future look like, and what does it all mean for investors.
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Ben Carlson’s A Wealth of Common
Sense
Michael Batnick’s The...
May 20, 2020
We discuss what a potential vaccine means for stock market, we could see a bubble after this, retail bankruptcies, the food delivery business, why the stock market is so confusing right now, inequality in this crisis, active fund performance during the bear market and much more.
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May 15, 2020
We discuss inequality among corporations, differences in the unemployed by education, the best new restaurant in the country just went out of business, why housing prices are rising during the crisis, millennials fleeing big cities, you are not Stanley Druckenmiller and much more.
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May 13, 2020
We discuss why stocks aren't doing better in countries with a better virus response, why portfolio managers hate the Fed, how are the airlines going to survive, finding some gray area in the crisis data, food delivery price gouging, white-collar layoffs, working out from home, Peter Lynch crisis stocks, millennials...