Not Day-to-Day, but Decade-to-Decade
Investors betting against bonds have been on the losing side for almost 40 years. He speaks with Bloomberg’s Tom Keene and Kailey...
Why It’s So Hard to Get Restaurant Workers Back…
Last week, I discussed part of the reasons many low paying jobs were going unfilled: many people in those industries used the lock down...
Avoiding the Sins of Investing
We discuss the need to manage emotions when it comes to investing. Risk and Reward Are Two Sides of the Same Source:...
Advantages of Nimble WFH Banks
Discussing Robinhood’s IPO, Wall Street returning to offices and U.S. auto sales with Bloomberg’s Francine Lacqua,...
This Time is Always Different (except for Human Nature)
I discuss today’s unique market environment in the wake of the Covid-19 pandemic with Tom Keene and Lisa Abramowicz. Markets...
Collective Delusion of Fiat Currency
I weigh in on the cryptocurrency debate with Tom Keene and Lisa Abramowicz Bitcoin ‘Lacks Teeth’ of Traditional...
WFH vs Returning to the Office
The quits rate is at an all-time high in the wake of the Covid-19 pandemic, which shows employees want more control over their life,...
Rebalancing Your Way to Alpha
Our discussion of return-based versus volatility-based investing and rebalancing is below. Parts of our conversation were motivated by...
Guide to Navigating the ‘Great Reset’
I popped onto Bloomberg Surveillance earlier this week to chat with Tom Keene and Lisa Abramowicz about my recent column, “The...
The Economics of “the IKEA Effect”
Counterintuitive though it may seem, part of furniture giant IKEA’s success stems from its policy requiring its customers to build its...