Are politics causing people to change their portfolios?
Presidential Partisan Portfolios
Animal Spirits: Ben’s Bearish
On today’s show we talk about auto tariffs, binary outcomes on Liberation Day, rising uncertainty, why household debt is going to rise, the Mag 7 bear market, why isn’t the stock market down more, the pros and cons of buffered ETFs, the bottom 50%, PE in 401k plans, a diverging housing market and much more.
The Middle Class, The Top 10% and the Bottom 50%
How the upper, middle and lower class has changed over time.
Talk Your Book: Floating Rate Income
On today’s show we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management and Bill Sokol, VP and Director of Product Management to discuss what a CLO is, how the portfolio is constructed, the possible risks with CLOs, why spreads have remained so low in 2025, performance during recessions, and much more!
The 20% Rule
How to get ahead in your career.
The Wealth Effect
The growing importance of the stock market on the economy.
When Will Housing Prices Fall?
What could cause a drop in housing prices?
Animal Spirits: Did Trump Blink?
On today’s show we discuss how to become indispensable at work, the stock market comeback, the wealth effect, international stock outperformance, who owns the US stock market, 100 baggers, the Jerome Powell rally, watch what consumers do not what they say, how the GFC messed up the housing market, the shrinking middle class, Severance and more.
Insecurity Analysis
Why Steve Martin was so depressed when he was the biggest comic star in the world.
Talk Your Book: A Better Money Market Fund
On today’s show, we are joined by Alex Morris, CEO and Mark Spindel, Senior Advisor for F/m Investments to discuss how TIPS work, why it was so hard to hedge inflation in 2022, difficulties around inflation-protected investing, and much more!
