Will boomers crash the stock market?
What Happens to the Stock Market When Baby Boomers Sell?
Animal Spirits: How Much is $1 Trillion
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.
The Greatest Wall Street Comic of All-Time
A look at market history through the lens of Wall Street comics.
Talk Your Book: The Case For Investing in Emerging Market Bonds
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.
Smart Investors vs. Dumb Investors
Why bull markets make you feel smarter and bear markets make you feel dumber.
$1 Trillion ETFs, Wealth Inequality and the Shrinking Middle Class
Two things happening at once with investing and wealth.
The Barbell Portfolio
Does it make sense to hold cash instead of bonds?
Animal Spirits: The Teflon Economy
On today’s show we discuss NBA Finals ticket prices, AI’s lack of impact on the labor market, one day of carnage in the stock market, prices drive the narrative, the Mag 7 is underperforming, tech is eating the stock market, the SpaceX IPO, the first $1 trillion ETF, the retail trading boom, the crypto winter, sticker shock on new car prices and more.
The Diversification Test
How to stress test your portfolio.
Talk Your Book: Diversification in Private Assets
On today’s Talk Your Book we speak with Danielle Singer and Ben Linder from Invesco about investing in private markets, portfolio construction, illiquidity and more.
