Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Dr. Doom or Dr. Boom
28 minutes Posted Jun 30, 2025 at 2:02 pm.
0:00
28:45
Download MP3
Show notes
Don and Tom tear into the lunacy of financial predictions—starting with famed doomsayer Nouriel Roubini suddenly turning optimistic (is that a good sign or a terrifying one?). Then it’s onto Ron Baron and his wildly volatile, high-fee Barron Partners Fund, which beat the QQQ—barely—by taking massive concentrated bets on Tesla and SpaceX. Finally, they answer listener questions about portfolio diversification, international exposure, and outrageously overpriced 401(k) fund options (Nationwide,...