Weird stuff has been happening the bond markets, and we try to make sense of it and the downstream effects on the economy and our investments.
Over the course of our podcast, we've talked about all sorts of developing structural weaknesses in the economic picture -- from corruption, to international instability, to AI. Given the benefit of…
Keith and Ethan tackle an investing landscape that is as confusing and ever. Plus two announcements: Different This Time? is becoming Investing in a Destabilized World, and we're adding an exciting…
Keith and Ethan discuss the investing dynamics of war: oil prices, defense contractors, and the larger global economic picture.
Keith interviews Ethan about the ways climate impacts will transform the housing market, especially the bifurcation of home values based on climate vulnerability. They also discuss how to assess the…
Recent developments at Waymo have Keith and Ethan convinced that autonomous vehicles are about to start scaling worldwide. Where is this tech going, why is it shockingly under-reported compared to to…
Do the large and geographically widespread Democratic wins in the 2025 elections have implications for investing? Keith and Ethan discuss whether a weaker Trump necessarily means anything will change…
With more financial turbulence ahead, Keith wonders if his longtime choice to rent should change, in order to gain portfolio diversification through ownership of a physical asset.
Inspired by Eli Kasargod-Staub's description of the Jenga Tower Economy in his recent Substack, Keith and Ethan discuss the growing brittleness of different elements of our economy, and how the AI…
Keith and Ethan unpack the volatile state of cryptocurrency: Is it finally going mainstream, or are we witnessing the setup for the next financial crisis? Maybe both. Tune in for a candid, nuanced…
