Two ways to deal with noise.
Ignoring the Noise is Impossible
The Worst Asset Class For the Next 5 Years
Which one will be worse: Housing or private equity?
Animal Spirits: The Perfect Price of Oil
On today’s show we discuss why oil prices aren’t higher, complacency in the markets, energy stocks, oil as the new meme stock, geopolitical events vs. the stock market, why AI isn’t a bubble, bitcoin isn’t dead yet, housing affordability is improving, private credit redemptions, the case for PE stocks, who orders DoorDash, there is no retirement crisis and more.
An Asset-Liability Mismatch
Some thoughts on private credit.
Talk Your Book: After-Tax Alpha
On today’s Talk Your Book we speak with Erkko Etula CEO and Chief Investment Officer of Brooklyn Investment Group about tax advantaged long/short SMAs.
Why Do Rich People Still Borrow Money?
How box spread loans work.
Will AI Replace Financial Advisors?
Some thoughts on financial advice in the age of AI.
Are We Due For a Correction?
Why is the stock market so resilient this year?
Animal Spirits: Will AI Displace Financial Advisors?
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.
Talk Your Book: What’s Working in the Stock Market?
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.
