On today’s show we are live from Future Proof Citywide in Miami talking with Michael Kitces and Phil Huber about the wealth management business in the age of AI, the private credit crisis of confidence and a very special Animal Spirits roast.

On today’s Talk Your Book we speak with Franklin Templeton’s Chris Galipeau about a broadening out of stock market leadership, what’s working, what’s not working, how AI is impacting markets and much more.

On today’s show we discuss the geopolitical impact on markets, inflationary risk, when risk goes off, concentration risk, AI vs. white collar workers, the optimistic case for AI, falling and rising bond yields, inheriting a house from your parents, the private credit crisis of confidence, the loneliness epidemic and more.

On today’s Talk Your Book we speak with David Schassler from VanEck about the case for owning real assets, the gold bull market, how AI is fueling the demand for energy and materials and how the world will look different going forward.