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 luck of the draw in your career.
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 many ways to be successful as an investor.
Why is everyone so cranky about the economy?
Answering a question about big gains in energy stocks.
On today’s show we discuss the SpaceX IPO, index fund bagholders, the pros and cons of rising bond yields, the markets got the war right, how consumer sentiment broke, the Bezos tax plan, AI optimism, did crypto miss its moment, the coming renovation boom, dad books and more.
Why rich people still have anxiety.
On today’s Talk Your Book we speak with Derek Yan from Kraneshares about the investment opportunity in humanoid robots, how far away we are from a more robotic world, the implications for investors, workers, an aging population and more.
Are rising bond yields signaling an alarm?
