How to stress test your portfolio.
The Diversification Test
Talk Your Book: Diversification in Private Assets
On today’s Talk Your Book we speak with Danielle Singer and Ben Linder from Invesco about investing in private markets, portfolio construction, illiquidity and more.
Young People Like Stocks
Stock market ownership by age and income levels.
The AI Trade is Global
Stocks in South Korea, China, Taiwan and Japan are going nuts.
On the Inevitability of an AI Bubble
What if AI is NOT a bubble?
Animal Spirits: The Biggest Short Squeeze of All-Time
On today’s show we discuss peak FOMO, chip stocks going nuclear, 1990s stock market flashbacks, trillion dollar IPOs, the AI trade is global, the bear case, a tale of two bull markets, bad luck in the real estate industry, South Korea’s boom, movies are back and much more.
The Housing Market Recession
The luck of the draw in your career.
Talk Your Book: Why Rising Rates Won’t Hurt You Anymore
On today’s Talk Your Book we speak with Ben Barber from Franklin Templeton about investing in municipal bonds, how to think about rising rates, misunderstandings of the muni bond market and more.
The Different Kinds of Investors
The many ways to be successful as an investor.
The Lowest Consumer Sentiment EVER
Why is everyone so cranky about the economy?
