Chris and Robert dig into how Bill Hwang's investment fund Archegos Capital blew up a 10 billion-dollar private fortune in under ten days and shaved off a third of the market cap of Switzerland's second biggest bank.
Robert discusses how rising Treasury bond yields affected the market this week and how a third vaccine and a new COVID relief bill could turn things around.
Chris and Robert talk money printing, Modern Monetary Theory, interest rates, and inflation expectations in the aftermath of the 2020 stimulus binge!
Chris and Robert hit the news highlights and then dive into the market mechanics of "short selling" and "short squeezes" to explain why Game Stop went to $325 per share this week. Break out the popcorn, because this is one to watch.
This Week at the Zoo, 2021 is on pace to be a record year for S&P 500 corporate earnings as the vaccine rollout proceeds apace and the housing market runs hot, hot, hot. Chris and Robert float a few trading ideas on Apple, IBM, and the EWU United Kingdom ETF.
This Week at the Zoo, we interview Passiv's director of growth Nicholas McCullum about ETFs, mutual funds, direct indexing, algorithms, AI, and the future of the passive investing space.
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This Week at the Zoo, Chris and Robert talk bubbles, economic data, and what US economic policy might look like in 2021. With Democrats in control of the Senate after winning a runoff election in Georgia, future stimulus must be weighed against the possibility of a corporate tax hike.
The S&P 500 returned over 18% this year, amid one of the worst single-year economic contractions in modern history. We discuss why it happened, whether we're in a bubble, and what the best investing opportunities for the coming year might be.
This Week at the Zoo, we saw warning signs in the data on jobs, retail sales, and manufacturing as Covid cases and deaths set new records in the US. The S&P 500 rose anyway, thanks to optimism around vaccine rollout and federal stimulus negotiations.