Animal Spirits: There Are Too Many Rich People

On today’s Animal Spirits we discuss a nervous stock market rally, U.S. corporate exceptionalism, how the stock market bottoms, the worst decade ever for bonds, rich people who don’t feel rich, Apple vs. Meta, Bitcoin’s market cap, the upper middle class is getting too crowded, private equity vs. youth sports and more.

20 Questions

Some questions about AI, Doordash, Blockbuster, baby boomers in the housing market, $50k cars and more.

Talk Your Book: Option Income is So Hot Right Now

On today’s show, we are joined by Garrett Paolella, Co-Founder and Managing Partner of NEOS Investments to discuss losing upside to cover downside, surviving bull markets, volatility across indices, fitting these strategies within a portfolio, and much more!

Animal Spirits: A 25 Year Bull Market

On todays’ show we discuss faster recoveries in the stock market, the potential for an even longer bull market, pros and cons of deregulation, zooming out on the dollar, why taxes never rise, a weak jobs market for college grads, life in 1776, making $250k a year and still not feeling rich, the worst housing market in America, $1,000 car payments and more.