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.
Some thoughts on private credit.
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.
How box spread loans work.
Some thoughts on financial advice in the age of AI.
Why is the stock market so resilient this year?
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.
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.
Will higher oil prices derail the stock market?
Some thoughts on what’s going on in private markets.
