Latest Episodes
Episode 3
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February 17, 2024
The Data Driven Economy
Matt & Garrett discuss the key technical levels in both the bond and equity markets, and the significance of them in the longer-term trend...
00:35:46
Episode 2
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February 05, 2024
It Makes No Sense…Until it Happens
Matt and Garrett discuss the differences between theory and practice (again), and talk about the strategy of constructing a portfolio against various economic backdrops....
00:56:06
Episode 1
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January 20, 2024
Up & To The Right
Matt Dahl and Garrett Layell ring in the new all-time high with reminders that the market can disagree with your opinions for longer than...
00:31:52
Episode 4
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November 30, 2023
The Fallacy of Composition, Written in Crayon
Matt and Garrett discuss the simple oversights of logical reasoning that the most intelligent professionals often make. We also discuss how easy it can...
00:42:52
Episode 3
•
November 03, 2023
Politics, Blink 182 & Emotional Investment Decisions
After a 2-minute tribute to the reunion of Mark, Tom, & Travis, Matt & Garrett discuss how carefully we should guard against letting our...
00:38:40
Episode 2
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October 19, 2023
The Wizard of Oz Market
Matt explains what he describes as The Wizard of Oz Market, while Garrett fights to steer him into the obscure territories of small cap...
00:32:57