The Long Only Podcast

Sure, the  rapid increase in interest rates had some negative consequences. But, setting the real estate "lock in" effect aside, the rates shouldn't impact the  economy that much. We are still at historically modest rates and might just need to buckle up for "higher for longer".

The boys discuss the governments hand in inflation and the fact that the full effect of if have been masked by many household simply having two wage earners.

At least, don't retire completely. People need to work and a lot of our assumptions about retirement might need to be re-thought as longevity and productivity get extended.

Gerry breaks down the IPS market and is the economy actually good? Then Doug talks about why your family shouldn't build your coffin.

Gerry and Doug comment on the red hot crypto markets and then take a shot at the experts.

Nvidia blows it out of the water, but is this just another example of the uneven stock market?

Doug tosses some quick-hitter questions at Gerry about the economy, the stock market and cryptocurrency. He even gets him to actually make predictions (even though that isn't what we do!)

For a long time, the markets have primarily cared about what interest rates are doing. As we take a pause and try to figure out the next move for rates, Gerry discusses the current positive earnings season and a possible return to fundamentals.

Are small caps (still) at an inflection point and should first time homebuyers wait for lower interest rates?

The guys discuss whether politics matter, the pitfalls of overplanning around taxes, and "What are fertile fields of growth?"