On today’s Talk Your Book we speak with Invesco’s Paul Schroeder about the Nasdaq 100, index methodology, tech fundamentals, fast entry timelines for IPOs and more.
Talk Your Book: How SpaceX Got Into the Nasdaq 100
The Mag 7 is Losing?
Everything is outperforming the Mag 7 right now.
How Much is One Million Dollars Worth?
How many millionaires are there?
Animal Spirits: Is Debt Fueling the Rally?
On today’s show we discuss all-time highs in margin debt, the small cap rally, the hyperscaler dilemma, why Micron is up so much, everything is outperforming the Mag 7, concentration is normal, no signs of a recession, rich people everywhere, the pizza bear market and more.
Leverage in the Stock Market
Is margin debt a concern for the stock market?
Chauffeur Knowledge
Charlie Munger on Max Planck.
Talk Your Book: Investing in the Power Grid
On today’s Talk Your Book, we speak with Ryan Issakainen fro, First Trust about investing in the buildout of a new power grid, AI bottlenecks, data centers, thematic ETFs and more.
Why Are Investors Holding More Cash?
A closer look at the retail trading boom in the 2020s.
$150,000 or $1.5 Million or $5 Million
Some thoughts on lump sum investing, diversification, retirement needs and risk.
Animal Spirits: Everything is Outperforming the S&P 500 This Year
On today’s show we discuss why diversification is working again, how AI is creating more winners and losers in the stock market, why the Mag 7 is underperforming, the triple-digit club, why investors are holding more cash, rich people who complain too much, what makes America great, AI is disrupting self help books, the World Cup and more.
