Afleveringen
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Keith and Ethan update Nassim Taleb's 2007 metaphor on market risk and discuss the challenge of pursuing incremental market gains without exposing oneself to the risk of catastrophic losses. They discuss their own humbling examples of getting it wrong, and how investing well requires accounting for your own fallibility. A brief examination of Japan's 35-year stock market nightmare provides fodder for what a really bad scenario could look like.
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Keith and Ethan react to the disastrous tariff rollout, explore how investors should think about Trump's self-own for the ages, and debate the political consequences ahead.
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Zijn er afleveringen die ontbreken?
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Trump's foreign policy choices and tariffs are alienating countries around the world -- but does this matter if you are investing in the US? Keith and Ethan discuss the nature of the problem, and debate whether we should be more worried about the short or long term.
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Keith and Ethan discuss the history of FDIC insurance, whether we can still count on it, and options for the worried.
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Keith and Ethan discuss the conventional wisdom on stock investing, the history of US markets in troubled times, and the usefulness of historical examples of rising undemocratic regimes, all while debating what they should do with their 401ks and IRAs.
