History Doesn’t Repeat Itself, But It Often R...

Nvidia surprised the street with another major beat to guidance estimates for its Q2 earnings release - arguably the most widely watched corporate earnings report globally in 2023, with the stock +9% higher in after-hours trading. However, in the following Asia trading session - ...  Show more

China has had a very rough 2023, in markets and in the real economy. But, last week was a particularly brutal week for China’s markets, as the Hang Seng Index closed the week in bear market territory, and the yuan edged ever closer to its treacherous 15-year lows - all of which h ...  Show more

You now know gold and silver is a good investment, but what does history tell about its performance ? Firstly, the term recession is defined to add context to the rest of the episode. In addition, the episode describes, explains and gives examples of when and why gold and silver ...  Show more

Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it. He discusses the role played by financial innovations like SPACs and cryptocurrencies and why he believes psychology, not fundament ...  Show more

What can we learn about investing in 1999 or 2007 that can be applied today? While history doesn’t repeat, it often rhymes and we discuss what we wish we would have known 25 years ago and how we’re applying that today. Travis Hoium, Jon Quast, and Jason Moser discuss: - How 2025 ...  Show more

What do tulip bulbs and cryptocurrencies have in common? Today’s episode proves that amateurs are at the highest risk for losing big when an asset is in a bubble.  You need only look at our crazes in modern times like the tech stock bubble of the early 2,000s, the sub-prime crisi ...  Show more