A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
Today’s Talk Your Book is brought to you by Teucrium:
See here for more information on Teucrium
On today’s show, we discuss:
Crude oil at multi-year lows and the reasons behind it
What differentiates commodities with a positive expected return from those without
The soybean trade debacle and why the government subsidizes farmers
Historical returns of commodities and their role as a diversifier
The use case...
Here are some survey results from Deutsche Bank on the biggest risks investors think we’ll face in 2026:
No surprises here.
Investors are worried about the AI trade and a Fed policy mistake. Not very original but what else do you expect them to say?
I could come up with a host of other potential risks that could come out of left field, but my thinking is that forecasting the risks in advance matters far less than h...
Other questions we discussed were about buying bitcoin directly vs. the ETF (with help from Eric Balchunas), crypto vs. tech stocks, gas prices vs. recessions, and how to turn your investments into an investment plan.
1This was a few years after we graduated from college and had all just gotten married. None of us had families yet and we were just starting to buy our first houses.
The post A 30% Decline in the Stock Mar...
Today’s Animal Spirits is brought to you by TradePMR and Fabric by Gerber Life:
Today’s episode is sponsored by TradePMR. Details on TradePMR Asset Match Program ( https://hubs.li/Q03XS3Sj0 )
Join the thousands of parents who trust Fabric to help protect their family. Apply today in just minutes at: https://meetfabric.com/SPIRITS
On today’s show, we discuss:
ExhibitA for Advice
Oracle’...
If you’re an advisor, subscribe to the Talking Wealth Newsletter.
Further Reading:
Does the 4% Rule Still Apply?
The post How to Beat the 4% Rule appeared first on A Wealth of Common Sense.
...
Today’s Talk Your Book is brought to you by Potomac Fund Management:
See here for more information on Potomac Fund Management
On today’s show, we discuss:
Why tactical investing has been such a difficult category for investors
The quantitative and technical analysis behind Potomac’s composite models
How Potomac’s tactical funds have been able to outperform the market
Where traditional diversifi...
