Talk Your Book: What Even Is Infrastructure?

On today’s show, we are joined by Scott Litman, Portfolio Manager at GCM Grosvenor to discuss types of infrastructure investments, revenue drivers within infrastructure, the risk/return profile for infrastructure investments, thoughts around liquidity, and much more!

Animal Spirits: The Nothing Ever Happens Market

On today’s show we discuss why investors are ignoring scary headlines, war vs. the stock market, a slowdown in the labor market, not every bad thing is a crisis, all stock markets are concentrated, it’s getting more expensive to own a car, Mark Zuckerberg is desperate, the stablecoin opportunity set, baby boomers are never selling their houses and more.

Talk Your Book: Turning Capex into Cashflow

On today’s show, we are joined by Sean O’Hara, Director at Pacer Financial and President at Pacer ETFs to discuss why free cash flow is important, how the index is constructed, how momentum works, valuations within growth stocks, and much more!