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We explore examples of positive and negative unintended consequences, what causes them, and how to navigate a world where unanticipated things happen all of the…
How economic wars, pandemics, and worker shortages could lead to years of high structural inflation. What needs to happen to avoid this dire inflation scenario.…
Warren Buffet said, "Diversification makes very little sense for anyone that knows what they’re doing." He also said, "Diversification is a protection against i…
How risk perceptions and actions have changed over several years of the pandemic. How the pandemic's impacts continue to affect politics, the economy, financial…
How to survive in a world where luck and randomness play a pivotal role. Topics covered include: What are power laws What are the narrative fallacy and hindsigh…
What are the best options for safely investing cash. Topics covered include: High-yield savings accounts Certificates of Deposits Government Bonds Money Market …
How to solve the conundrum that consumption reductions lead to economic disasters while benefiting the environment. Topics covered include: Why consumption, fos…
We kick off 2023 by answering your questions on making portfolio changes, risk tolerance, the strong dollar, inflation and retirement, influential books, and ot…
David has a fascinating discussion with Kristof Gleich about active management, indexing, and how ETFs and mutual funds really work. Topics covered include: Sho…
With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months. Topics covered…
