Could Trump be Deflationary?

By |2025-04-02T09:03:57-04:00November 13th, 2024|Discipline Alerts|

The baseline assumption from markets in the aftermath of the Trump victory is that the economy will be modestly more inflationary than otherwise expected. But what if the market has this one exactly wrong? What if Trump could be more [...]

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8 Big Lessons

By |2024-11-11T15:59:46-05:00November 11th, 2024|Discipline Alerts|

I was really humbled to be featured on the Excess Returns podcast in one of their big lessons episodes. In this episode they discuss the 8 big lessons they've learned from me over the years. This included: 2:44 Defined Duration [...]

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