On today’s show, we had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss:
– How $JEPI is constructed
– How volatility affects yield
– Why $JEPI has been so popular, and much more!

On today’s show, we discuss:
– If bonds are more attractive than stocks right now
– A lost decade for bonds
– Michael Burry’s predictions
– Why the economy is so hard to predict right now
– The latest Netflix documentaries, and much more!

On today’s show, we had Matt Radgowski, CEO of Halo Investing to discuss:
– Customizing your own assets
– Utilizing notes as a hedge
– Latest innovations in defined outcome products, and much more!

On today’s show, we discuss:
– Ben’s trip to NYC
– Stock market vs. bond market valuations
– The 4% inflation scenario
– Why the consumer is so important
– Record home values (again)
– The power of home equity, and much more!

We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss:
– Screening out companies
– Growth vs value investing
– Investing in Apple
– Avoiding Tesla, and much more!

On today’s show, we discuss:
– Bull market corrections
– Why valuations don’t matter all that much
– Why people were so wrong about the stock market
– Why we haven’t gotten a recession yet
– $1 trillion in credit card debt
– Robinhood’s results
– Tipping at a hotel, and much more!

On today’s show, we are joined by John Neff, Partner and Portfolio Manager of AKRE Capital Management to discuss:
– The AI investing craze
– The creation of fundamental analysis
– Compounding returns with Warren Buffett
– Running a highly concentrated portfolio, and much more!

On today’s show, we discuss:
– The biggest behavioral bias in investing
– The number of IPOs that survive
– Rolling the dice on the stock market
– Why the consumer doesn’t care about higher rates
– Fiscal vs. monetary policy
– Some good news for first time home buyers, and much more!

On today’s show, we are joined again by Bruce Bond, Founder and CEO of Innovator ETFs to discuss:
– How 100% downside protection works
– What upside you can earn with complete downside protection
– Who this product makes the most sense for
– How rates and option premiums affect the strategy, and much more!

On today’s show we discuss:
– The two types of bear markets
– Why everyone was wrong but the Stock Market was right about a recession
– Speculation vs. interest rates
– Real estate as an investment
– Why everyone underestimated the consumer
– The unhealthy housing market rolls on, and much more!