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 cars 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.
The biggest risk of higher government debt.
10 of the most important stock market charts of all-time.
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.
Parallels between the Go-Go Years and the 2020s boom.
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.
Why everyone hates bonds right now.
