The Market is Confusing -- and a Name Change!

The New York Times: Part of Ethan's High Conviction Portfolio

We're now tracking four portfolios as we invest in a destabilized world. Today, Ethan presents the case for one of his high-conviction stocks -- the New York Times -- while Keith plays the role of the skeptical doubter.

The Market is Confusing -- and a Name Change!

Keith and Ethan tackle an investing landscape that is as confusing and ever. Plus two announcements: Different This Time? is becoming Investing in a Destabilized World, and we're adding an exciting addition to our format for episodes going forward.

Iran & Investing

Keith and Ethan discuss the investing dynamics of war: oil prices, defense contractors, and the larger global economic picture.

Buying a Home in the Climate Change Era

Keith interviews Ethan about the ways climate impacts will transform the housing market, especially the bifurcation of home values based on climate vulnerability. They also discuss how to assess the resilience of a prospective home and Ethan's path to his new career as a real estate agent helping clients evaluate and buy climate resilient homes (https://climateresilienthomes.com/ [https://climateresilienthomes.com/]).  Related Articles by Ethan: The Climate Repricing of Housing has Begun [https://climatechangeandyourhome.substack.com/p/the-climate-repricing-of-housing] A Dozen Dangers: The 12 climate risks that threaten our homes [https://climatechangeandyourhome.substack.com/p/a-dozen-dangers-the-12-climate-risks] How to buy a home that will hold its value [https://climatechangeandyourhome.substack.com/p/the-secret-to-buying-a-home-in-2022] Climate change and housing bubbles [https://climatechangeandyourhome.substack.com/p/climate-change-and-housing-bubbles]

Get ready for robot cars

Recent developments at Waymo have Keith and Ethan convinced that autonomous vehicles are about to start scaling worldwide. Where is this tech going, why is it shockingly under-reported compared to to AI LLMs, and is it possible to invest in this emerging tech?