On this week’s show Tom, Jacob, and Noah talk about how much margin impacts your personal financial life, the problem with being house rich, free money’s demise, phenomenal earnings, European luxury, and the debt ceiling.
Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics.
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Suggestion
What Do I Mean by Margin Anyway? (fjellcapital.com)
What Went On
The problem with being house rich
The unbearable heaviness of being positioned
The Free Money Feels (And May Be) Gone
Fire Sale: $300 Million San Francisco Office Tower, Mostly Empty. Open to Offers. - WSJ
SPACs Delivered Easy Money, but Now Companies Are Running Out - WSJ
Earnings season is going phenomenal, just look at these companies that are able to pass higher prices (easily)
Cleary luxury has a place in the world, LVMH is Europe’s first $500 billion company
Quote of the Week
“Apple was not that hard to understand. I mean, how dumb was I.” Legendary investor Peter Lynch on missing Apple.
