Animal Spirits: The Most Crowded Trade on Wall Street

On today’s show, we discuss:
– Mission accomplished from the Fed
– What comes after a soft landing
– New highs in the stock market
– Small caps breaking out
– The best thing we’ve built in America
– More people own stocks than ever
– The economic chart of the year
– The best movie of the 2020s (so far), and much more!

Talk Your Book: What is Private Credit?

On today’s show, we are joined by Marco Hanig, Managing and Founding Principal of Alternative Fund Advisors and former Principal at AQR to discuss:
– The basics to Private Credit
– The differences between a loan and a bond
– Why Private Credit is earning a premium yield, and much more!

Animal Spirits: Dunking on Doomers

On today’s episode, we discuss:
– Good news on the economy
– Why the stock market loves lower inflation
– Did Elon Musk help lower inflation
– Getting bullish on consumer sentiment
– Netflix won the streaming war
– Rich Dad/Poor Readers
– Timing the the housing market, and much more!