Signal or Noise?

• 7 Lessons From 2025

  From why you shouldn’t fear all-time market highs to the reason we diversify, Charlie and Peter discuss seven important lessons from 2025. Plus, a good reminder that time is worth more than money.

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  26:00

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  26:00
• The Great Divergence: Consumer Gloom vs. Market Boom

  In this episode, Charlie and Peter examine why consumer sentiment is so low even with stocks at all-time highs — it’s a gap unlike anything we’ve seen before. Is this low consumer sentiment a signal or just noise?

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  23:16

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  23:16
• Are We in an AI Bubble?

  In this episode, Charlie and Peter examine whether we’re in an AI bubble, discussing how a speculative bubble is defined, the warning signs of a bubble, the possibility that this is actually an AI revolution, and what investors should do.

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  31:14

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  31:14
• 10 Charts Every Investor Should Frame

  Covering topics spanning the power of compounding to why you shouldn’t bet against America, Charlie and Peter examine 10 charts illustrating important investment principles all investors should understand.

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  21:09

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  21:09
• 5 Things That Should Be Required Learning in High School

  From how a credit card works to how to add value to any organization, Charlie and Peter discuss five important things to teach your children before they turn 18. Plus, the government shutdown: is it a signal or just noise?

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  25:34

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  25:34

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