How to deal with an investing mid-life crisis.
How to Invest When Your Portfolio Gets Bigger
Animal Spirits: The Next Michael Burry
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.
14 Questions I’m Thinking About
Some questions about AI, housing, tech stocks, valuations, movies and more.
Talk Your Book: Cash Was Easy…Now What?
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.
Jerry Seinfeld’s Evergreen Career Advice
Some advice for young people on how to handle AI.
My Most Contrarian Opinion Right Now
The biggest risk of higher government debt.
10 Things You Need to Know About Investing in Stocks
10 of the most important stock market charts of all-time.
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.
How Will This Cycle End?
Parallels between the Go-Go Years and the 2020s boom.
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.
