On today’s show we discuss geopolitical risk in the markets, rising bond yields, why small caps are breaking out, running the economy hot, household balance sheets are in good shape, the end of money, the great real estate wealth transfer, the bottom 50% wealth gains, Netflix movies and more.
Some thoughts on America as an economic superpower.
On today’s Talk Your Book we speak with Jeff Schwarte from Simplify ETFs about barrier options, how structured products work in an ETF, creating regular income and equity income funds can fit into a portfolio.
A visual look at the markets.
We need to build more houses.
A short history of credit card debt in America.
On today’s show we discuss Jerome Powell, credit card rates, the institutional ownership of homes, lowering mortgage rates, how to fix the housing market, AI vs. the labor market, the broadening out of the bull market, the growth in sports gambling, where housing is still affordable, circular private equity deals, why TVs are so cheap and much more.
Asset class returns for 2025.
On today’s Talk Your Book, we speak with Brendan Ahern from KraneShares about the differences between China and the United States, the state of Chinese Internet stocks and more.
Updated long run returns through 2025.
