US premium to world: didn't exist 15 years ago
The idea that US stocks should trade at a persistent valuation premium to the rest of the world had no historical precedent as of 2010.
Snapshot · Excess Returns
We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong
Explore episode
Jun 24, 2026
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20 rentals in 5 years
Brian Waters scaled from zero to 20 rental properties in just five years while working full-time as a firefighter in California.
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Brian added 6 new rental properties in the last 6 months, all while working full-time, coaching football, and raising twin boys.
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Brian's buy box targets properties priced between $70,000 and $80,000 in the Detroit and Memphis markets.
~$40K full renovation cost
Full renovations including new roof, windows, HVAC, LVP flooring, and kitchen cost approximately $40,000 in the Detroit market.
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