Category: Podcast Playlists

Here are my podcast playlists.

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Podcasts: Tuesday, March 23, 2021

Here’s what I’m listening to today at a minimum of 2.5x speed.

Origins With James Andrew Miller: Chapter 5 – Sex and the City

Bonus Episode: Sarah Jessica Parker Reveals How She’s Building a Shoe Empire, Store by Store

Listening to SJP talk about business and leadership is fascinating.

Podcast page: Origins

Thoughts on the Market: Mike Wilson – Outside the Consensus

The rise in long-term interest rates is negatively impacting the equity market, especially expensive growth stocks, and supply for materials may not meet the increasing demands as the economy reopens.

Long term, this cycle might run hotter and faster than usual, which means that investors might need to shift to mid-cycle investments (energy, industrials, healthcare, and large caps) sooner than expected.

Podcast page: Thoughts on the Market

What’s News: Behind the Rise of the Pandemic’s Bull Market

The pandemic bull market has been fueled by growth and tech stocks.

Podcast page: What’s News