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!
sean
Talk Your Book: Future Proof Festival
On today’s show, we are joined by Matt Middleton, CEO and Co-Founder of Advisor Circle to discuss:
– How Advisor Circle was started
– Why conferences needed to change
– Future Proof in 2022, and changes coming for 2023
– What value an advisor can get out of Future Proof, and much more!
Animal Spirits: Recession Not Required
On today’s show, we discuss:
– The stock market vs. the Fed’s balance sheet
– Why expectations matter more than fundamentals in the short-run
– The cruel irony of investing
– How to hedge hyperinflation
– Why no one can claim victory on a soft landing
– Why the US economy is so much bigger than the Eurozone
– Dwight Schrute and the human condition
– Movies are back, and much more!
Talk Your Book: The Impact of a Bitcoin ETF
On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss:
– Knock-on affects of a Bitcoin Spot ETF
– The Grayscale discount
– Bitcoin in Bear Markets vs Bull Markets
– If inflation falling is actually good for crypto, and much more!
Animal Spirits: Is Twitter Dead?
On today’s show, we discuss:
– When to get bullish in the long run
– How to use sell side stock research
– What’s wrong with Disney
– Cruises are underrated
– How the pandemic messed up historical economic relationships
– 8% mortgage rates and 3% mortgage rates
– Why housing prices are still going up, and much more!
Animal Spirits: Is the Housing Correction Over?
On today’s show, we discuss:
– The stock market fighting the Fed
– The power of index fund flows
– The most trustworthy source of financial advice
– An economic miracle in the United States
– How to pick a bottom in stocks
– People are desperate for a housing market crash
– Some thoughts on fireworks, and much more!
Talk Your Book: Optimizing Your Credit Card Points
On today’s show, we are joined by Chris Hutchins, Host of All The Hacks Podcast to discuss:
– Credit card point devaluation
– The best credit cards to optimize spending
– Where to book flights
– Transferring points
– Hacking family trips, and much more!
Animal Spirits: Why Crypto Needs BlackRock
On this weeks show, we discuss:
– Why the bond market isn’t always the smart money
– Some more good news on the inflation front
– Why lifestyle inflation is at all-time highs
– Talking ourselves out of a boom
– Why smart people have a hard time admitting they are wrong
– Bitcoin ETF’s
– Credit card reward point inflation
– The most charismatic actor of all-time, and much more!
Talk Your Book: Advisor Best Practices
On today’s show, we are joined by Chris Shuba, Founder and CEO of Helios to discuss:
– ETFs vs. Direct Indexing
– Why differentiation matters for advisors
– Utilizing content to drive business
– Where the wealth management business goes from here, and much more!
Animal Spirits: Why Are Houses So Expensive?
On today’s show, we discuss:
– Investor behavior in a bull market
– How Boomers fell in love with stocks
– How the unemployment rate impacts stock market returns
– Why Americans love spending money so much
– Why down payments for houses are falling
– How credit cards ruined the airport lounge, and much more!