On today’s show we discuss Ben’s new book Risk & Reward, an epic melt-up in the stock market, semiconductor stocks going berserk, why this isn’t a bubble (yet), South Korean stocks, AI portfolios & advisors, why young people are so angry, soccer dads & crypto, longevity risk and more.
My new book, Risk & Reward, is out now!
On today’s Talk Your Book we speak with Mike Laughlin from Janus Henderson Investors about how securitization works, investing in CLOs, the size of the securitized market, how fixed income investing has changed and much more.
“The market might be crazy, but that doesn’t make you a psychologist.” -Meir Statman
Why are hedge fund managers always bearish?
What’s the line in the sand on U.S. government debt?
On today’s show we discuss Paul Tudor Jones on market valuations, how many people own stocks, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why higher gas prices sting, some macro prediction rules, government debt levels, Jevon’s Paradox, prediction market winners and losers and much more.
Hyperinflation, The Wizard of Oz, wealth inequality and energy gains.
On today’s Talk Your Book we have a live show we recorded in Washington D.C. with Alex Morris from F/m Investments that covers inflation, the Fed, AI, tax alpha and much more
Will gas prices hit $6/gallon?
