My new book, Risk & Reward, is out now!
My New Book: Risk & Reward
Talk Your Book: Investing in Securitization
On today’s Talk Your Book we speak with Mike Laughlin from Janus Henderson Investors about how securitization works, investing in CLOs, the size of the securitized market, how fixed income investing has changed and much more.
The Melt-Up
“The market might be crazy, but that doesn’t make you a psychologist.” -Meir Statman
Why Are Hedge Fund Managers Always Bearish?
Why are hedge fund managers always bearish?
A Government Debt Crisis?
What’s the line in the sand on U.S. government debt?
Animal Spirits: The Stock Market Is Doing Something We’ve Never Seen Before
On today’s show we discuss Paul Tudor Jones on market valuations, how many people own stocks, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why higher gas prices sting, some macro prediction rules, government debt levels, Jevon’s Paradox, prediction market winners and losers and much more.
Some Things I’ve Learned Lately
Hyperinflation, The Wizard of Oz, wealth inequality and energy gains.
Talk Your Book: Animal Spirits Live with F/m Investments
On today’s Talk Your Book we have a live show we recorded in Washington D.C. with Alex Morris from F/m Investments that covers inflation, the Fed, AI, tax alpha and much more
Higher Gas Prices
Will gas prices hit $6/gallon?
Half a Million Dollars
What does it mean to live paycheck-to-paycheck?
