On today’s Talk Your Book we speak with Jonathan Shelon from Kraneshares about the AI opportunity set, how to invest in private companies in an ETF, the differences between now and the dot-com bubble and the Kraneshares Artificial Intelligence & Technology ETF.
Bull markets make you feel smarter than you are. Bear markets make you feel dumber than you are.
Why I remain bullish on young people despite today’s challenges.
Should young people care about bubbles? Is now the time to double down on tech stocks?
On today’s show we discuss bad breadth, a historical melt-up in tech stocks, the case against an AI bubble, sequence of return risk, the economy that’s better for parents than their grown-up kids, demographic warfare, why tariffs are so confusing, the data center buildout, AI chart crimes, Michael Saylor and more.
Why doesn’t anyone ever talk about the 1950s bull market?
On today’s Talk Your Book we speak with Rahul Shama from Schafer Cullen Capital Management about China, the falling dollar, why emerging markets are outperforming and the firm’s dividend-focused strategy.
Over the past 10 years the Nasdaq 100 is up almost 20% per year. From the March 2009 lows, the Qs are up 22% per year! That’s more than a decade and a half with annual returns that would make Warren Buffett blush. This has been a magical bull market run. We all know why….
Is it ever wise to pay off a 3% mortgage?
How does trendfollowing work?
