Here’s what I’m listening to today at a minimum of 2.5x speed.
ESPN Daily: Ali-Frazier: The “Fight of the Century” 50 Years Later
Two undefeated heavyweight champions go 15 rounds in a fight that defined both of their careers.
Podcast page: ESPN Daily
WTF With Marc Maron: Eddie Murphy
Eddie Murphy: The greatest of all time.
Podcast page: WTF With Marc Maron
Thoughts on the Market: Mike Wilson – Still a Bull Under the Hood
Herd immunity might be here in the U.S. as early as April, and more stimulus is on the way. The economy should be booming later this year, and fourth-quarter earnings reports have been strong. The recession is effectively over.
And that means the expensive growth stocks will underperform while the cheaper value stocks will go up. We are still in a bull market, but equity valuations are likely to move lower. Focus on banks, energy, and materials: Value, cyclicals, and small-cap stocks.
Podcast page: Thoughts on the Market