All Episodes

Mark Cuban's Bet, Private Share Problems and Vanguard Wins Again

My Trump Account Experience, GOP Ponzi Fraud, and the Gift That Keeps On Giving

Smart People Make Mistakes, JP Morgan Makes Predictions and Clients Ask Good Questions

Stock Picking Delusions, Nike's Fall, and the Limits of Passive Investing: Can We Go Too Far with Indexing?

Better Than the Benchmark: Behavior, Gambles, and Financial Delusions

Situational Unawareness and the VC Reality Check

Hedge Fund Blindspots and Market Realities

The JP Morgan Bear, Blackstone Hunts Us, and Roth Reform

Nelson Hunt Returns, Stock-picker Syndrome, and Big Time Fraud

S2 Investor Wipeout, AI Advice, and a Red Hot Stock Market

Asset Class Performances, Trump Account Traps, and Index Anxieties (Special Guest Appearance!)

Mayweather, SpaceX Flippers, and The European Discount

The Bull, the Bot, and the Shoeshine Boy's Brush

Fake Math, FOMO, and Falcon Heavy

Flawless Tech, Fearful Markets, and Financially Fact-Checking My Children

Bonds, Bubbles, and Bogle

The Myth of Market Timing and the Death of the Blue-Chip Dividend

Yield of Dreams, Brand Name Fraud, and Space X's Index Play

Market Highs, Fidelity Fee Traps, and the Right Way to See a Private Deal

Defending High Priced Advisors, Schwab's Crypto Plunge and Market Highs

Ditching the Suits and Defying the Dips

Allbirds Hit Zero, the Bots Hit "Buy": The Case for Boring Indexing.

Chips, Certifications and Cycles: Nothing is easy.

High School Finance, Defensive Advisors, and Why Wall Street Does Too Much

Riding Expansions, Debunking Wall Street, and AI's Limitations

Smart Sheets, Seoul Slumps and the Equal Weight Illusion

AI Panic, Yale's Equity Math, & The Poor Case for Active Funds

The Truth About Index Concentration, Private Equity, and an Interview With Nelson Hunt

Tai Lopez Busted, Trump Accounts Reviewed & AI Bots Are Here

AI's Hit List, SpaceX's Index War, and Why Crypto is Scary

You Weren't Holding Nvidia: Hindsight Bias, Gold Fever, and Vanguard Tax Intracacies

The Behavioral Edge: Gamified Gains and the Case for Dave Ramsey

Data You Didn't Know You Needed, Buffet's Slot Machine, and AI's Current Weakness

Ideas for AI, Vanguard Keeps the High Places, and Elon Tells Us to Stop

2025 Year In Review

Only the Wealthy Enter, Municipal Bonds Need a Look, and Frost Bank Gives Me A Call

Vanguard Wins, Buy At The High, and Trials of Stock Pickers

Military Bases, Goldman's Creation, and Don't Worry About the Dips

Family Edition Podcast!

Bitcoin Drops, You May Need A Bear Market, Bonds Defended, and Capital One's Sins

Credit Card Reward Game Explained, A False Prophet, and AI Bubbles

Markets Start To Wobble, Fast Money Tempts, and RHF Secret Deals!

Fascinating Financial Data, Nvidia Is Huge, and Warren's Letters

The Dangerous S&P 500, Ulysses S. Grant's Financial Trials, and A Gambling Ring

Warnings Of A Bubble, More Fees Try To Hide, and Financial Data To Help You Sleep At Night

Cost Basis Explained, Gold Pops and Private Equity Storms the 401k Castle

ETFs Keep Flowing, Should You Refinance, and 9 Technologies That Changed Our Investing

Index Detractors Seek to Scare You, Bogle's Journey Was Not Easy, and a Long Time Index Advocate Passes Away

Asset Performances YTD, Don't Trade Stocks Like Congress, and AI Agents May Do It All One Day

Active Funds Stink During Volatility, Bubbles Rarely Happen, and Pokemon Cards Are Forever

Vanguard Sins, Stocks Appear Pricey, and Private Equity Gets Tough

Morgan Housel Gems, Ivy League Failures, and Record Margin on Stocks

Howard Marks Teaches Us All, Why Index Fund Investing Is Hard, and It Can Always Get Worse

An All Time Fraud, Dallas' Pension Fund Woes, and a Market That Won't Quit

AI Gets Better, Trump Lets You Invest In Anything, and Morgan Housel's Wisdom

Chicago Pension Fund Troubles, AI Ideas For You, and Norway's AI Push

***Special Guest Nelson Hunt Discusses The New Big Beautiful Bill***

Trump's BBB Passes, AI Keeps Getting Better, and Kiddie Roth IRA Strategies

Lessons from Alaska, Marc Andreesen Secretly Likes Indexing, and Jerry Buss Lags the Index

Chinese Stock Pump and Dump Scam, Currencies Matter, and AI Would Like to Sell You A Fund

Vanguard's Unintended Benefit, Stock Holding Wisdom, and a Potential Ponzi Scheme in Texas

Too Much Money in One Stock, Vanguard Letter Saga, and a New Way to Think About Mortgages

Is Berkshire Hathaway Enough, How Expensive Are Stocks, and So You Think You Want to Be A Stock Picker

Investors Stay Patient, Buffet's Compounding, and the Difficulty of Individual Stock Picking

Stocks Snap Back, Money Market Fund Ripoffs and Morgan Housel's Wisdom

Vanguard Explained, AI Can Do It All, and Market Truisms to Keep You Sane

Gold Soars, Vanguard Tries PE, and Crazy Traders Risk It All

I Write Vanguard a Letter, International Stocks Sing, and the Biases of Investors

Tariffs Again, Buffett's Wisdom and My Vanguard Saga Continues

Tariffs, Tariffs, Tariffs

Leveraged ETFs are Scary, Individual Investors Wig Out, Investing Can Be Brutal, and Maybe Tariff Talk

Democrats Dump Stocks, Long Term Investing Is Hard, and a Chevy Malibu Deal.

Beware of Drawdown Fears, The News Cycle Turns On U.S. Stocks and Cash Balance Plans Make An Appearance

International Stocks Start Winning, The 7 Deadly Sins Investors Make, And How to Buy a Great Sedan

Buffett's New Letter Drops, International Stocks Still Look Cheap, and Dishwashers

Vanguard's New Offerings, Carvana Makes Me Question Indexing, and Your Stock Portfolio After You Leave a Manager

Europe's Unloved Stocks Are Suddenly Hot, What to Do With a Giant Stock Market, and Compelling Data On Cash and Complexity

Vanguard Cuts Fees In A Major Way, Dollar Cost Averaging Is Examined, And 401k Plans Continue Their March

Get Paid To Own an ETF, the Best Referree for the Active vs. Passive Debate and Catherine Hunt Asks Me Some Hard Questions.

Which President Will Give You the Best Returns, the Dark Side of Fidelity, and Hedge Fund Fees Are Still High

Capital One Gets Sued, Fascinating Data on the Stock Market, and a Short Seller Embraces Indexing

Snow Day Brings Various In Studio Guests, An Invitation to Avoid, and the Dangers of Back Tested Data.

A 2024 Stock Market Prediction Revisited, Stocks Cap Best Two Years in a Quarter-Century, and Robert's Corner Where I Discuss My Own Plan for 2025.

Steve Ballmer is Our New Index Fund Hero, Elite Colleges Have Investing Troubles, and My Thoughts on Excess Returns and Top Heavy Indeces.

Which Door to the Bank's Wealth Management Division Will You Go Through?, The Plain Index Fund Prevails Again, and We Learn From the Greatest Speculator of All Time.

Is this wildly overvalued stock market doomed?, the thing to get excited about in investing, and I investigate a 401k plan and learn that our work is not done

A bear market researcher admits his limits, Mark Cuban's 85 startups and the mystery of Bitcoin

***Special Interview with Estate Planning Attorney Nelson Hunt***

Investment advice for election inflation, is Trump the best thing for the stock market, and Robert's Corner, where we focus on what matters in investing

Knowing the election results beforehand may not have helped you, Trump administration investment expectations, and some Morgan Housel wisdom to keep us sane.

Morgan Housel discusses the personalization of investing, the fog of financial nostalgia, and the Wall Street Journal highlights an index hero.

Bill Ackman lost 400 million on his Netflix bet, Goldman predicts 3% returns for the next decade, and a private equity firm has a 79 times return on their oil and gas investment.

Vanguard's market predictions from 2019 revisited, a retirement expert models humility, and endowment funds lag.

Warren Buffet's million dollar bet revisited, Scott Burns assuages our retirement fears and a JP Morgan client loses 50 Million and doesn't get it back

When a crystal ball is not enough, the fastest growing economies may be duds as investments, and UBS predicts the roaring 20's.

Scott Burns best article ever, solving the 'why' of investment fraud, and an investment idea you are sure to love

Young investors learn the hard way, the number one way Americans are becoming millionaires and what to do with a Fed interest rate cut

High dividend yield funds can deceive, another investment fraud to learn from, and bonds probably deserve a second look

Beware of hucksters in a low interest rate environment, AI bots can do anything, and Americans are VERY bullish on stocks

How to mess up index fund investing, the next hot investing idea sometimes ain't so, and Morgan Housel and Howard Marks produced a podcast masterpiece

Citadel's Ken Griffin supposedly rules the investing world, Kamala Harris introduces her scary tax plan, and the Deadlift ETF outperforms the market by 2.4x

Index fund's discards find new life, investors who borrowed now have to repay and Vanguard Capital Markets forecast revisited

Target Date funds get ditched, 1987 crash comes back and the stages of fear in a market meltdown.

A couple wins the powerball and gets hosed, there is no such thing as a 'stock-pickers market', and famous investor scorecards.

Making money on the election is harder than ever, JP Morgan's top expert gets it wrong, and why you should not answer when your bank calls

Hot new 'boomer candy' funds, Americans fall into a 'cash trap', and Robert's Corner where I connect mold remediation and investing

Why stocks are the greatest asset class, quite compounding and stock picking is still difficult

Bank branches seek to lure you in, Scott Burns keeps preaching truth and active bond funds appear to signal they are the way to go

Trouble in the private real estate LP world, the benefits of spousal IRAs, and the fickle friend that money is

International investing takes the lead, Nvidia reveals the difficulty of stock picking and Vanguard releases their return expectations

The golden age of investing, Vanguard hires an outsider, and Nvidia creates FOMO not seen since Tulipmania

A dart board beats the pros, meme stocks return, and 529 plans get a few new wrinkles

Is Blackstone's BREIT a ponzi scheme? Is my money market fund safe? And Robert's Corner where we discuss medical bills.

How good are Warren Buffett's managers at picking stocks, Morgan Housel warns us about debt and Bobby Hunt teaches how to handle stock market corrections

NFL Draft prospect teaches us how to invest, an ETF promises too much and some time in Robert's corner

Fed Chair Powell says inflation may be here to stay, the five biggest financial regrets folks have, and the ETF space tries to attract you to active management

Fidelity looks to charge you for shopping, the hidden costs of homeownership and "so you think you want to be an investor?"

The conflicts your financial advisor doesn't want you to know about, the 'experts' have a hard job and a sermon on diversification.

Even the pros can't hold stocks, a Nobel winning behavioral economist passes, and President Trump gets a stock

How to invest with money market rates still high, Texas pension fund speculates on stocks, and recency bias clouds our thinking.

Nvidia is on fire, Bitcoin creates FOMO, and I see if an AI bot can do my job.

Warren Buffett's annual letter is released, Jack Bogle's wisdom lives on, and a reframing on whether investors should try to lock in yields.

WSJ's stock picking contest examined, the USA's unsustainable debt, and conflicts of interests for everyday investors.

Can we just invest in the S&P 500? Are stocks expensive? Can dividend investing rise from the dead?

Timing markets is really really hard, the difficulty of portfolio tilting and the loss of purchasing power in the dollar.

Bank of America Plaza teaches us a lesson, dividend growth throughout history, and lessons from my research of a REIT in college.

The worst 20 year investment periods, the dangers of hubris in investment allocation and why investing at the top is great.

The government seeks to protect investors, Norway's sovereign wealth fund struggles to stock pick and the hunt for quality stocks is upon us.

Hedge Funds for the masses disappoint, what it's like to retire on social security alone and the SEC approves the bitcoin ETFs.

How so many got 2023 wrong, the future is indeed bright, US economist predicts greatest crash of our lifetime and Robert's Corner where we discuss if you really could be a stock picker

A yearslong way to boost stock market returns, Trick your brain into good financial choices, and Mystifying financial data

Wunderkind investing strategies fade, a ponzi scheme is uncovered in the cattle business, Robert Kiyosaki keeps scaring us and Robert's Corner!

Money moves it's too late to make, how to lose $ 50 million at JP Morgan and some fun investing facts.

What the stock market taught us this year, Asset Class performance in November and Robert's Corner where I discuss my own investing struggles

Cash hoarders start looking for risk, AI stocks leave the value folks behind and Charlie Munger's lessons.

UBS predicts roaring 90's stock market, Mint budgeting app dies, 529 secrets you wish you knew and Robert's Corner where we look at the intersection of refrigeration and investment.

S&P 500 clinches best week since November 2022, a generational investing opportunity with baby boomers and another mutual fund advertisement in Robert's Corner.

President Biden comes to protect your retirement, Money Market funds may not be a long term solution and Nationwide tries to sell me lies

Trading stocks loses its thrill, Should long term investors put 80% into stocks and a Cash management lesson at Robert's corner

Higher bond yields and their implications, how a 77 year old widow was scammed from her life savings and are high cash interest rates the end of financial advisors.

Millennials are actually better equipped savers, Should you buy Shrek music royalties and WeWork shares plunge creating new lessons for investors

Ponzi Scheme Podcaster, do you take the lump sum or the pension payments, and the hedge fund meltdown that rescued your stocks

You might be paying too much for your index fund, Goldman wants you to buy a sports team and higher interest rates may be here for a while.

Indexing is still the best, The secret to saving for retirement and the 11% yield that deserves scrutiny

Is it really a great time to be an active investor?, why are mortgage rates so high and saving money on cellphone plans and electricity

The exact age you make the best financial decisions, what rich Americans are doing with their money and nuggets from my recent presentation to Streetlights Residential

Getting famous from market predictions, new EU rules scare indexers, and I confess individual stock picking temptation

Mom and pop buy gold, Michael Burry of 'Big Short' bets it all on a crash and Bill Ackman shorts the 30 year bond

Bad timing will cost you big, William Bernstein's best advice today and a beer billionaire randomly picks stocks.

Is At&t a stock you can pick, investors are feeling bold again and Bank of America may not be your friend

Financial storm hits commercial real estate, Dividend paying stocks lag, Complex fund names lead to bad outcomes and a Rant on airline credit cards

Baby Boomers love their stocks, Short Sellers have lost $ 120 billion and Warren Buffett proves its ok not to keep buying stuff

Silicon Valley Bank and First Republic Bank employees' stock losses, Jim Cramer baits me, and International Investing is brutal

Wealth management's $ 1 trillion dollar conflict, Calpers ups their VC allocation, and Stock market bulls see room to run

You can't hide from AI hype, retirement changes to know and broker steals from his mother

JP Morgan's new 'elite' wealth unit, fraud by a Morgan Stanley broker and a look back at high flying tech ipos.

Housing bust hits small time investors, emerging market stocks have had a bad run and debt ceiling woes abound

My thoughts on borrowing money, Scott Burns preaches truth about do nothing investing, and Japanese stocks soar

Cash management strategies I like, Berkshire Hathaway has their summit in Omaha, and ChatGPT causes a ruckus.

Regional bank troubles and stock picking, actively managed etfs, and should you invest in a private debt fund?

Picking a stock for the year 2048, stocks still aren't cheap (allegedly), baby boomer superiority in market endurance and the dangers of leverage and real estate.

Why it is so hard to beat the stock market, how to pay 0% on your income taxes and what to do when you want to buy gold.

A.I. Struggles to beat the market but knows how to rap, Houston apartment investors get wiped out and Scott Burns warns against 401ks

Psychologist says investors are afraid right now, the S&P 500 is resilient thanks to tech and excellent quotes from Lynch and Chamath.

An advertisement you will never hear and what we can learn from the Credit Suisse meltdown.

Silicon Valley Bank implodes - what if they listened to the podcast?

Federal Reserve signals higher rates, can you hang out in cash for a bit and how Cathie Wood can make money while you lose it.

*Special* Interview Series: Nelson Hunt - Estate Planning Attorney

Should you build a treasury ladder, are the growth of index funds distorting markets and the Berkshire Hathaway letter drops!

Asphalt entrepreneur sues his advisors, Robert Kiyosaki issues a dire warning and interesting investing data from Peter Mallouk

Income oriented funds that never beat the market, how the average investor actually performs and VC Zombie Funds.

AI and your investments, a ChatGPT song about index funds and are ESG funds a ripoff

How to leave your financial advisor, Michael Burry says 'sell', are stocks dead next decade and beware of Dopamine hits.

30 years ago the ETF was born, who is telling you where to put cash and don't let cash be your stuffed animal

Iowa Farmer loses $ 900,000, should you use your parents bank, and international stocks keep cooking.

Rebalancing may not be worth it, JP Morgan gets duped and European stocks start to outperform.

2022 a year in review, rookie traders call it quits and why it is so hard to invest simply

John Wayne's financial mistakes, our predictions are not that great, and do people actually think financial advice is free?

Is your brokerage account safe, social media pump and dump schemes and ensuring you don't fall for financial advertising

International investing might work after all, why aren't you ditching your big bank, and being trapped in a real estate fund

If the world is ending should I still invest, advertising I received and the Federal Reserve makes waves

60/40 stock bond troubles, Justin Bieber investing update, Morgan Housel's story and I finally sell my 6 month T-bill

FTX Crypto Fiasco, Why did stocks go up 5%? and Robert's Corner where a 6 month treasury note is purchased

Jeremy Siegel's market analysis, I try to sell my brokered CD, and how I arrange my personal finances.

How retail traders are doing, Munger's mistake, brokered cds continued and the services I actually use

Day traders go back to day jobs, Utility stock troubles and a certificate of deposit strategy to consider.

Should you go to cash, alternative assets bleed too and market timing data

What to do with cash, trusting brands in finance and a great client question

What Financial Advisors say to do now, Jim Chanos sees problems in China and a financial history lesson

Bank Strategist say avoid the index, The Fed's moves and don't give up on the stock market