On today's show, we are joined by Anupam Ghose, Managing Partner at System Two Advisors to discuss: - Why the China story is different than the India of today - India's macro tailwinds - How G...
https://theirrelevantinvestor.com/2024/04/22/talk-your-book-the-bull-case-for-india/
Here's what I chewed on last week ... The post These Are the Goods appeared first on The Irrelevant Investor .
https://theirrelevantinvestor.com/2024/04/21/these-are-the-goods-357/
On today's show, we are joined by Art Hogan, Chief Market Strategist at B. Riley Financial to discuss: - Ignoring geopolitics when investing - The theory that higher rates are causing higher in...
https://theirrelevantinvestor.com/2024/04/19/the-compound-and-friends-54/
On today's show, we discuss: - Why the stock market isn't down more - Why the price of oil isn't up more - Improvements in investor behavior - The auto insurance crisis - Why home insurance ...
https://theirrelevantinvestor.com/2024/04/17/animal-spirits-the-yeah-but-bull-market/
Geopolitics, what happens when rates cross 5%, and much more on tonight's What Are Your Thoughts?... The post The Thing that Doesn’t Mix Well With Investing appeared first on The Irrelevant ...
https://theirrelevantinvestor.com/2024/04/16/the-thing-that-doesnt-mix-well-with-investing/
On today's show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss: - Flows into bullish and bearish levered funds -...
https://theirrelevantinvestor.com/2024/04/15/talk-your-book-44/
Here's what I chewed on last week ... The post These Are the Goods appeared first on The Irrelevant Investor .
https://theirrelevantinvestor.com/2024/04/14/these-are-the-goods-356/
Investors are settling in ... The post The Shrinking Investor Behavior Gap appeared first on The Irrelevant Investor .
https://theirrelevantinvestor.com/2024/04/13/the-shrinking-investor-behavior-gap/
On today's show, we are joined by Callie Cox and Dion Rabouin to discuss: - March's hot CPI report - Manufacturing is back - A new meme stock in the making - A bull market in lottery tickets,...
https://theirrelevantinvestor.com/2024/04/12/the-compound-and-friends-53/
Are all-time highs a good time to buy stocks?... The post Don’t Be Afraid appeared first on The Irrelevant Investor .
https://theirrelevantinvestor.com/2024/04/10/dont-be-afraid/