Talk Your Book: Yield at What Cost?

On today’s show, we are joined by Jonathan Molchan, Managing Partner at STF Management to discuss how the trend following rules work, issues with traditional call option writing strategies, trend following performance through different cycles, and much more.

Animal Spirits: Money Buys Happiness

On today’s show we discuss calling a top in the stock market, why people don’t trust data, the economy is still fine, why yields are rising in a rate cutting environment, a bigger innovation than AI, the impact of climate change on the housing market, we are a nation of trucks, money actually does buy happiness and more.