Episodes
195
Latest episode
Oct 2026
Language
EN
Lots of free steak dinners are being offered in DFW to retirees, but the price may be too high, stock pickers blame the AI boom, but we know better, and some excellent stock market data you don't want to miss.
I got to listen to an investor conference for experts, some of the best stock market data I have found is shared, and a stock tip story for the ages.
AI investment is squeezing out other opportunities, lazy customers may get bailed out by AI Agents, and Trump Accounts may be able to receive the stock of individual companies.
A can't miss building in Philadelphia is a miss, recency bias makes us take too dim a view of bonds and the 4% is good enough for me.
Isaac Newton catches the investing euphoria of 1720 in ways we can relate to, the university endowment environment is still bewildering, and Cathie Wood of ARK investing gives us a positive light on the markets current valuations.
Ponzi schemes seem to smell the same everywhere, a Pension may not be the worst thing in the world and chasing yield is trouble, so maybe synthetic yield is ok?
Mark Cuban and Peter Mallouk make a big time bet in 2021 that we follow up on, a private stock specialist misleads customers, and the Vanguard effect wins even when it loses.
I actually open Trump accounts and give you my experience, there is a sad tale of a Ponzi scheme in Georgia GOP country, and Jack Bogle gave a gift that keeps becoming more generous as the years go by.
The Wall Street Journal outlines Leopold Aschenbrenners immense intellect, JP Morgan has a technical strategist that purports to know the future and the Client Corner comes with a great question.
We can't help but feel sorry for the difficult task of stock picking, Nike falls dramatically and we investigate the plumbing of indexing to see if it can pass a stress test.
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Alexander Spencer
