- After-Shows
- Alternative
- Animals
- Animation
- Arts
- Astronomy
- Automotive
- Aviation
- Baseball
- Basketball
- Beauty
- Books
- Buddhism
- Business
- Careers
- Chemistry
- Christianity
- Climate
- Comedy
- Commentary
- Courses
- Crafts
- Cricket
- Cryptocurrency
- Culture
- Daily
- Design
- Documentary
- Drama
- Earth
- Education
- Entertainment
- Entrepreneurship
- Family
- Fantasy
- Fashion
- Fiction
- Film
- Fitness
- Food
- Football
- Games
- Garden
- Golf
- Government
- Health
- Hinduism
- History
- Hobbies
- Hockey
- Home
- How-To
- Improv
- Interviews
- Investing
- Islam
- Journals
- Judaism
- Kids
- Language
- Learning
- Leisure
- Life
- Management
- Manga
- Marketing
- Mathematics
- Medicine
- Mental
- Music
- Natural
- Nature
- News
- Non-Profit
- Nutrition
- Parenting
- Performing
- Personal
- Pets
- Philosophy
- Physics
- Places
- Politics
- Relationships
- Religion
- Reviews
- Role-Playing
- Rugby
- Running
- Science
- Self-Improvement
- Sexuality
- Soccer
- Social
- Society
- Spirituality
- Sports
- Stand-Up
- Stories
- Swimming
- TV
- Tabletop
- Technology
- Tennis
- Travel
- True Crime
- Episode-Games
- Visual
- Volleyball
- Weather
- Wilderness
- Wrestling
- Other
Only 7 Stocks Matter To Markets, The US Open Flop and The Worlds Bright Future
Listen in podcast app and follow below for the podcast topic arc.* The state of Movie Theatre / Box Office releases* US Open Highlights* Market Update* Gavin Baker and the bright future of Ai* Canadian Real Estate Market* Recommendations and PredictionsListen on Apple, Spotify, or Google Podcasts.📈📊Market Update💵📉Few predicted that this would be a great year for technology stocks, but it has been. The Nasdaq has ripped.Why?Nobody knows why on timing, which is why it is so important to be ‘IN’ the market even when its hard. I really liked Fred Wilson’s riff on technology:The combination of computer science advances in machine learning, decentralized systems (blockchains), and new forms of interacting with compute (chat interfaces, heads up displays, voice, etc) presents the most potent cocktail of innovation I have ever seen. We are also seeing amazing scientific advances in areas like renewable/clean energy, health and wellness (biotech), robotics, and many other areas.These are bright times. As bright as they come.This is why I read newsletters and blogs of people that think clearly and share consistently and tend to avoid the very loud click bait financial news.I have been using Midjourney (AI) every day and sharing my ‘prompts’ on the blog. I liked this post from Auren Hoffman (who has a great newsletter) on his journey with Midjourney.Auren linked to a few other posts I recommend you take a look at…In Praise of Memorization. Mastering the oldest “productivity hack” in the book, and why it works.The age of average. In the 1990s, two Russian artists paid polling firms to create surveys on the “ideal” painting in a dozen countries around the world. The paintings all turned out more or less the same. Three decades later, that phenomenon has crept into all corners of style and culture around the world.I really liked this post from Morgan Housel… Compounding Optimism. Lastly - Datatrek does a phenomenal job breaking down how the Global Index is so heavily weighted to US equities: see belowGlobal equity portfolio allocations by country. Say you are a Swiss or French institutional investor, and you allocate just 5 – 10 percent of your stock portfolio to your home country equity market. You might think you are being exceptionally prudent since you are not letting home country bias sway your decision-making.A look at MSCI’s All-Country Index says otherwise. Here are the top 10 weightings by country:* US: 61.3 percent* Japan: 5.6 pct* United Kingdom: 3.6 pct* China: 3.2 pct* France: 3.0 pct* Canada: 2.9 pct* Switzerland: 2.5 pct* Germany: 2.1 pct* Australia: 1.8 pct* Taiwan: 1.7 pctAnd here are the top 5 names and their weightings:* Apple: 4.6 percent* Microsoft: 3.7 pct* Alphabet: 2.2 pct* Amazon: 1.7 pct* Nvidia: 1.5 pctTakeaway: US equities dominate a market cap-weighted indexed approach to global investing, which means owning more Apple than China or more Microsoft than Germany just to track the index. Intuitional investors often tweak portfolio weightings to express an investment view, but straying too far from the benchm