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.
A look at market history through the lens of Wall Street comics.
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.
Why bull markets make you feel smarter and bear markets make you feel dumber.
Two things happening at once with investing and wealth.
Does it make sense to hold cash instead of bonds?
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.
How to stress test your portfolio.
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.
Stock market ownership by age and income levels.
