3 min read
This week's episode was a blast to record. We start off by covering a great piece from Morningstar about the challenges Cathie Wood and her Ark funds are likely to face now that her funds are enormous. We chat about the Fed and what Jerome Powell said to make markets happy. We discuss a great 2020 and 2021 outlook from legend Howard Marks from Oaktree Capital Management. We discuss some interesting Bitcoin facts, particularly as it relates to environmental concerns. We also look at how there is truth to the idea that investing in stocks a monkey picks by throwing darts at a stock dartboard is potentially a better option than a cap-weighted index fund. And we wrap up trying to figure out NFTs and Metaverses! Enjoy!
Articles Discussed:
Morningstar: No Room on the Ark?
Here’s what changed in the new Fed statement
Fed sees stronger economy and higher inflation, but no rate hikes
The Nasdaq Is Acting Strange. What That Means for Stocks.
The Flaws of Capital Asset Pricing Model (CAPM)
BofA Global Research: 10 Surprising Facts About Bitcoin - The Big Picture
Commodities Supercycle Looks Like a Stretch - WSJ
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