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Paid to look the other way
Timeless perspective is offered in this segment…the more things stay the same. In this episode of The Real Eisman Playbook, Pulitzer Prize-winning journalist Gretchen Morgenson discusses her career in investigative journalism, focusing on the dark side of Wall Street, the … Continue reading
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Macro updates for dog days of summer 2025
Economist Lacy Hunt offers a sobering look at the long-term economic forces shaping the U.S. outlook—and why inflation might already be in retreat, even as the Federal Reserve stays cautious. He argues that we’re in the midst of a disinflationary … Continue reading
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Mindless flows are not loss protection
Vanguard founder and ETF pioneer, Jack Bogle, warned that if index funds came to own half of the U.S. stock market, it could lead to significant issues, like too much influence concentrated in just a few institutional owners, which he … Continue reading
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