On today’s show we discuss the bull market in earnings, the bear case for AI, defining the AI bubble, the 1987 crash, the best AI hedge, why the labor market remains strong, consumers keep spending money, luxury real estate is booming, why old people are so wealthy, how to fix Netflix, Norm Macdonald and more.
Elizabeth Holmes and the power of self-deception.
On today’s Talk Your Book we speak with Matt Kaufman from Calamos about generating income in your portfolio outside of bonds, alternative yields sources, how to spend more money in retirement, creating a sustainable withdrawal strategy and more.
I talked to Christine Benz about the many challenges involved in retirement planning.
On today’s Talk Your Book we speak with Tim McCourt of CME Group about how single stock futures work, 23/5 trading hours, leverage, hedging and much more.
How markets have evolved.
I bought some bonds.
On today’s show we discuss AI debt concerns, Coreweave’s Rocky IV moment, the 2020s appetite for risk, the Railway boom analogy, carnage under the surface of the stock market, the average stock this year, valuations are falling everywhere, how the stock market has changed, the lottery tickets that didn’t hit, billionaires giving away money, baby boomers don’t want to pay property taxes and more.
Why it’s so hard to predict the AI future.
Today’s Talk Your Book is brought to you by Victory Capital: To learn more about Victory Capital click here: www.vcm.com On today’s show, we discuss: Why value and momentum can be complementary factors How buffering rebalances can help keep turnover low compared to pure momentum Why surging AI and semiconductor earnings are turning former momentum…
