The Bull and the Bare Truth

By Kevin Kneafsey PhD

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Category: Investing

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Episodes: 11

Description

On the Bull and the Bare Truth we seek to cut through the bull to get to the bare truth. I try to share thoughts that I think are largely missed by the market. My hope is that these thoughts inspire new thoughts from you.

kevinkneafsey.substack.com

Episode Date
Podcast Episode 11 - Insider Trading
Aug 22, 2026
Podcast Episode 10: When Good On Average is Not Good for the Average
Jul 18, 2026
Podcast Episode 9: Diversification and Correlation
Jun 17, 2026
Podcast Episode 8: Liquidity
May 22, 2026
Podcast Episode 7: NPV as a Simple Model of the Economy
May 08, 2026
Podcast episode 6: Private Credit, Private Equity and Simple Math
Apr 06, 2026
Podcast episode 5 - The Six Golden Rules for Allocating Your Assets
Mar 25, 2026
Podcast Episode 4: The S&P 500 is not what you think it is
Feb 23, 2026
Podcast Episode 3: How to Unstick the Stuck Housing Market
Jan 21, 2026
Podcast Episode 2: Thoughts on Gold
Dec 09, 2025
Podcast Episode 1: Is that Pig Wearing Lipstick?
Oct 29, 2025