Should you sell some of your big winners from the April lows?
When Should You Sell a Stock?
Animal Spirits: Did the Market Just Top?
On today’s show we discuss why it’s so difficult to call the top, why earnings matter so much, we were due for a correction, valuations aren’t that crazy, good news for low income Americans, how the housing market is impacting the stock market, why Gold is rocketing higher, the cash on the sidelines fallacy, the crypto liquidation, the problem with being house rich and much more.
Two Positive Trends in Household Wealth
Low income Americans and young people are more involved in the stock market than ever before.
Talk Your Book: How Infrastructure Funds Work
On today’s show we discuss investing in data centers, airports and other types of infrastructure assets with Scott Litman from CION GCM Grovesnor.
Stocks Go Down Too
The stock market goes up more often than it goes down but you have to respect the possibility of loss.
Is This the Top?
Can anyone call the top in this market?
The New Normal of Stock Market Concentration
Is stock market concentration here to stay?
Animal Spirits: It Feels Like 1999
On today’s show we discuss the melt-up phase of the AI boom, there is a bubble in bubble predictions, no one is going to call the top, hyperscalers vs. the labor market, international stocks are outperforming, Taylor Swift, junk stocks, the top 1% vs. the bottom 90% and more.
Why You Don’t Feel Rich
Some thoughts on how to feel rich and why so many Americans are miserable despite being the richest country in history.
Talk Your Book: Investing in Public and Private Credit
On today’s show we discuss PIMCO’s outlook on the fixed income markets, their best ideas, how to think about the 60/40 portfolio and more with Jason Duko.
