On today’s show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring investors, the earnings boom, a buying opportunity for bonds, the American Dream is still alive and well, is college worth the cost, why AI isn’t impacting the labor market, the most important financial asset for retirees, theme parties and more.
Were millennials doomed to be period of lower stock market returns?
On today’s Talk Your Book we speak with Alger’s Dan Chung on investing in concentrated portfolios, what it’s like picking stocks during a boom, sorting through the winners & losers in AI, Meta vs. Google and more.
How AI will impact stock market concentration.
More young people are buying homes than you realize.
How to deal with an investing mid-life crisis.
On today’s show we discuss the AI debt binge, no recessions for the rest of the 2020s, Kevin Warsh thoughts on the economy, the dead cat bounce in software stocks, bull market M&A deals, no once cares about dividends anymore, rising yields are a good thing, AI civilizations, Gen Z will be buying houses, Tom Cruise remakes and more.
Some questions about AI, housing, tech stocks, valuations, movies and more.
On today’s Talk Your Book we speak with Brandon Clark from Federated Hermes about generating income in your portfolio, using options inside of ETFs for higher income potential, the impact of taxes on fixed income products and much more.
Some advice for young people on how to handle AI.
