Animal Spirits: Live From Miami

On today’s show, we are live from Future Proof in Miami to discuss a bear market in Mag 7 stocks, one of the fastest corrections ever, surveys gaslighting investors, a possible consumer slowdown, more travel stories and email etiquette advice, the best movie cities, and much more!

Talk Your Book: How Private Credit Works

On today’s show, we are joined by Phil Bauer, SVP and Portfolio Specialist at Calamos Investments to discuss how private credit differs from high yield, intricacies around specialty finance lending, opportunities in commercial real estate lending, and much more!

Animal Spirits: The Tariff Tantrum

On today’s show we discuss a healthy correction in the stock market, growth stocks getting slaughtered, bonds are working again, recession worries are back on the table, international stocks are outperforming, the slowing labor market, AGI is coming, millennials are going to be waiting for their inheritance, how Covid changed everything and much more.