Animal Spirits: Small Caps Are Back

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.

Talk Your Book: Structured Notes in an ETF

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.