On today’s show we discuss rich people everywhere, why this isn’t like the dot-com bubble, the markets don’t care about bad vibes, junk bonds are on a tear, there are more ETFs than stocks, Reddit loss porn, American exceptionalism, what would actually fix housing, the S&P 500 is outperforming private equity, 7 year auto loans, the 9-9-6 lifestyle and more.

On today’s show we discuss how AI bailed out the stock market and economy, a history of capex bubbles, the Carvana comeback, investors are trading everything, the labor market debate, vibes vs. data, $1 billion job offers, where home prices are falling, Michael buys a new house, condos are crashing, FAFO parenting and more.

On today’s show, we are joined by Brendan Ahern, CIO at KraneShares to discuss an update on Chinas economy, China real estate, the AI race with China, stock picking within China, consumerism outside the US, and much more!

On today’s show, we are joined by Nick Kalivas, Head of Factor & Core Equity Product Strategy at Invesco to discuss the research behind equal weighting, concentration within the S&P 500, looking at flows during the selloff in 2025, factor performance, and much more!

On today’s show we discuss the tariff tantrum, why a falling dollar matters, yields are rising, betting markets on recession predictions, sentiment is falling off a cliff, buying stocks when they’re down 15%, the unintended consequences of Trump’s trade policies, panic in the stock market, when you should sell some stocks and much more.

On today’s show we talk about auto tariffs, binary outcomes on Liberation Day, rising uncertainty, why household debt is going to rise, the Mag 7 bear market, why isn’t the stock market down more, the pros and cons of buffered ETFs, the bottom 50%, PE in 401k plans, a diverging housing market and much more.

On today’s show we discuss the financial impact of tariffs, why AI could save the stock market, market return assumptions for the next decade, the Vanguard Effect, levered ETFs, AI Ben, crypto is not a tariff hedge, using Bitcoin instead of a 529 plan, the remodeling boom, peer pressure from friends to go skiing and much more.

On today’s show we discuss a memecoin from the President, what’s next for the crypto industry, the golden age of financial fraud, recessions are becoming less prevalent, how much income it takes to be rich, the Sonos app crash, Wall Street thinks houses are overpriced, youth sports for Millennial parents and much more.

On today’s show we discuss all sorts of predictions for the upcoming year, the AI bubble, the roaring 2020s of stock market returns, financial regrets at age 80, housing is the business cycle, when to sell big winner, the VC drop-off, what to do when you get super rich, 50 things a man should not know and much more.

On today’s Talk Your Book we spoke to Brendan Ahern from KraneShares about Chinese tech stocks, historically low sentiment towards international stocks, US vs. China tech companies, stimulus measures in China and much more.