On today’s Talk Your Book we speak with Kacie Walsh Jason from Dimensional Fund Advisors about the benefits of investing in separately managed accounts. Then we speak with Wes Mathews from NEOs about the explosion in option income ETFs and what it means for your portfolio.

On today’s show we discuss reasons to be bearish, the joys of indexing in an AI boom, carnage in name-brand stocks, why the stock market is not down more, how the investing rules have changed, the buy the dip generation, Anthropic’s insane growth, AI agents vs. the labor market, being middle class in NYC, the biggest risk to retirement assets and more.

On today’s Talk Your Book we speak with Brian Griggs from Nuveen about how they help financial advisors build better portfolios, dealing with AI-related volatility, when to rebalance, the opportunity in bonds, private markets and more.