A Wealth of Common Sense
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Overview
My Background: I’m the Director of Institutional Asset Management at Ritholtz Wealth Management. We create detailed investment plans and manage portfolios for institutions and individuals to help them achieve their goals. I’ve been managing institutional portfolios for my entire career.
News
Michael Burry bets against rally: 'We are near a major top, and possible a 1987-type fall'
"I continue to believe it is possible we are near a major top, and possible a 1987-type fall," Burry said in a Tuesday Substack post.
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The Greatest Wall Street Comic of All-Time
A look at market history through the lens of Wall Street comics.
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Animal Spirits: Is the AI Trade Over?
On today's show we discuss the Degen Dow pain trade, the lack of euphoria, AI skepticism, long bear markets, Michael Burry's crash calls, the great stuff transfer, the Bitcoin crash, first-time homebu
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Ben Graham & Bull Market Brains
Bull markets make you feel smarter than you are. Bear markets make you feel dumber than you are.
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