On today’s show we discuss why diversification is working again, how AI is creating more winners and losers in the stock market, why the Mag 7 is underperforming, the triple-digit club, why investors are holding more cash, rich people who complain too much, what makes America great, AI is disrupting self help books, the World Cup and more.
Why is the S&P 500 lagging?
On today’s Talk Your Book we speak with Dr. Ankur Crawford from Alger about what everyone is getting wrong about the AI trade, why this technology is different, letting the market tell you if you’re wrong or right and how to manage a concentrated portfolio of stocks.
Predicting market tops is hard.
How a once-in-a-lifetime housing market is still impacting the economy.
Will boomers crash the stock market?
On today’s show we discuss the desire to call an AI top, the SpaceX IPO frenzy, taking profits, why value is beating growth, why EM is beating the US, the markets were right about the war, agentic trading, 3% mortgages vs. 4% inflation, the politics of AI, the Rule of 55, a Knicks title for Michael and more.
A look at market history through the lens of Wall Street comics.
On today’s Talk Your Book we speak with Eric Fine from VanEck about how emerging markets have changed, geopolitical risk, currencies, AI and more.
Why bull markets make you feel smarter and bear markets make you feel dumber.
