On today’s show we discuss the stock market bet of the century, the most interesting market environment ever, positive trends in retirement saving, Europe is outperforming, downturns might be different now, the Fed should cut rates, how to invest in AI, crypto is Tradfi now, private market scrutiny, the most 1990s movie ever and more.
Everyone should say “thank you” more often.
On today’s show, we are joined by Todd Mathias, Head of U.S. Product Strategy & Development to discuss US outperformance vs international, currency headwinds, macro uncertainty in the US, the value factor overseas, and much more!
Why are so many people willing to take more risk these days?
Is the S&P 500 now a risk free asset?
Some thoughts on the risks and opportunities in AI.
On today’s show we discuss why technical analysis matters in a downturn, why stockpicking is so hard, do we need a recession, Jamie Dimon is worried about government bonds, how many millionaires there are, AI deflation vs. government spending inflation, when to worry about government debt, the bull market is self-driving cars, it’s finally a buyer’s market for housing and much more.
It’s time to put in some low-ball offers in housing.
On today’s show, we are joined by Scott Blasdell, Portfolio Manager and Don San Jose, Chief Investment Officer of the U.S. Value Team at J.P. Morgan to discuss what value means today, looking for quality within value, why valuation still matters, why the wine business is in trouble, and much more!
How often do bear markets occur?
