Animal Spirits: Are Free Markets Dead?

On today’s show we discuss the Treasury bond buybacks, Stanley Druckenmiller’s op-ed, the real government debt risk, the most hated asset class in the world, why Bitcoin woke up, the end of the Go-Go years, finance bros are having a moment, private market fraud, the high cost of housing and transportation, Jean-Claude Van Damme and more.

Talk Your Book: The Alternative to Alternatives

On today’s Talk Your Book we speak with Matt Radgowski from Halo about the structured notes space, how AI is improving reporting capabilities, how advisors use structured notes in client portfolios, the impact of defined outcome ETFs and much more.

Animal Spirits: The Best Bear Case on AI

On today’s show we discuss one of the greatest bull markets of all-time, falling valuations, why young people gamble, financial nihilism, the next recession, $3 trillion in money markets, when bond yields compete with stocks, debating AI outcomes, NHL ETFS, renting vs. buying, rich sports owners in trouble, breaking even at the blackjack table and more.