On today’s show we discuss what can stop the hyperscalers from spending, why the stock market is neat all-time highs again, speedball capitalism, how capex cycles work, it’s a high beta decade, how to lie with statistics, young people are going to be fine, the top 0.1% is really rich, the problem with getting rich young, private markets are overvalued, no more dinner parties and more.
Americans are extraordinarily rich.
On today’s Talk Your Book we speak with Jerry Baglien from Benefit Street Partners about investing in real estate, higher mortgage rates, the office bear market, how higher rates impact returns and more.
“If past history was all that is needed to play the game of money, the richest people would be librarians.” -Warren Buffett
Why you can’t trust sentiment surveys anymore.
Why haven’t higher bond yields hurt the stock market yet?
On today’s show we discuss the stock market has an excuse to sell off, valuations are falling across the board, the cause of the next correction, 5% bond yields, the worst bond market of all-time, incomes are rising, the wealth effect is real, AI personal assistants, the Consumer Inertia basket of stocks, 7% mortgage rates, the fall of the creative class, the 100 best TV shows this century and more.
The worst bond market of the past 50 years.
On today’s Talk Your Book we speak with Mike Laughlin from Janus Henderson about the mechanics of autocallable and stability notes, how these options generate income, the risks and trade-offs of structured income ETFs and more.
The good, the bad and the ugly of the current state of the markets.
