Animal Spirits: The Bears Capitulate

On today’s show, we discuss the 4 biggest types of investment mistakes, bears throwing in the towel, Bitcoin hitting $100K, more travel stories, the greatest family movie of all time, and much more.

Talk Your Book: Matching Longs with Shorts

On today’s show, we are joined by Mick Rasmussen, Portfolio Manager at Wasatch Global Investors to discuss how to construct a long/short portfolio, factors that make a good long vs a good short, how often the portfolio turns over, stock picking within small cap growth, and much more!

Animal Spirits: The Mother of All Bubbles

On today’s show we discuss US exceptionalism in markets and the economy, losing all of your retirement savings, yield sells, financial nihilism, the downfall of the CFA, the greatest trades of all-time, a 10 year outlook on housing prices, the bull market in podcasts on YouTube, the psychology of tipping and much more.

Talk Your Book: J.P. Morgan’s Guide to ETFs

On today’s show, we are joined by Jon Maier, Chief ETF Strategist and Shayan Hussain, Head of U.S. Investment Specialists at J.P. Morgan Asset Management to discuss the growth of ETF products, asset flows in and out of thematic ETFs, fixed income benchmarking, active investing with fixed income, and much more!