On today’s show we discuss reasons to be bearish, the joys of indexing in an AI boom, carnage in name-brand stocks, why the stock market is not down more, how the investing rules have changed, the buy the dip generation, Anthropic’s insane growth, AI agents vs. the labor market, being middle class in NYC, the biggest risk to retirement assets and more.
An update on household balance sheets.
On today’s Talk Your Book we speak with Brian Griggs from Nuveen about how they help financial advisors build better portfolios, dealing with AI-related volatility, when to rebalance, the opportunity in bonds, private markets and more.
There are a lot of stocks getting hammered right now.
Why are earnings up way more than the stock market this year?
Housing is not an investment.
On today’s show we discuss the bull market in earnings, the bear case for AI, defining the AI bubble, the 1987 crash, the best AI hedge, why the labor market remains strong, consumers keep spending money, luxury real estate is booming, why old people are so wealthy, how to fix Netflix, Norm Macdonald and more.
Elizabeth Holmes and the power of self-deception.
On today’s Talk Your Book we speak with Matt Kaufman from Calamos about generating income in your portfolio outside of bonds, alternative yields sources, how to spend more money in retirement, creating a sustainable withdrawal strategy and more.
I talked to Christine Benz about the many challenges involved in retirement planning.
