On today’s Talk Your Book we speak to State Street’s Michael Arone about the origin story of SPY, what’s driving ETF adoption, geopolitics vs. AI, potential economic risks and more.
Talk Your Book: Consternation About Concentration
An All-Time Bull Market
Putting the current bull market into context.
Don’t Fight the Stock Market
Why the stock market does make sense right now.
How Do You Retire at 55?
How much do you need to retire at age 55?
Animal Spirits: Investing Isn’t Supposed to be Fun
On today’s show we discuss why the stock market feels like it makes no sense, stocks are the smart money, the speed of market moves, an epic bull market run, a new inflation regime, Hyperliquid, what Austin got right on housing, consumers are still spending, Michael’s number one rule of investing and more.
Tax Alpha
Why tax alpha is all the rage.
Talk Your Book: Juicing Your Returns
On today’s Talk Your Book we speak with Matt Kaufman from Calamos about how autocallable ETFs work, the structured products boom and a new way to target growth in your portfolio.
New All-Time Highs
The Roaring 20s are in full swing in the stock market.
Everything is Faster Now
Markets are moving faster than ever before.
How Are Consumers Still Spending So Much?
An update on consumer spending.
