sean

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!

Talk Your Book: Internet Stocks with Income

On today’s show, we are joined by Jonathan Shelon, COO of KraneShares to discuss internet growth in China, how to get exposure to China, how the KLIP ETF is able to generate high yields, risks involved with covered call strategies, cash flow rebalancing with KWEB, and much more!

Animal Spirits: Are Stocks Cheap?

On today’s show we discuss the greatest company in history, why the bear market is over, why this might not be a new bull market, why the economy keeps humming along, what falling inflation means for the markets, why martinis are overrated, how much you should pay for a kids meal at a restaurant and more.

Talk Your Book: The Electrification of America

On today’s show, we are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!

Animal Spirits: Is the Bear Market Over?

On today’s show, we discuss the beginning of a new bull market, increased concentration in the stock market, the worst housing market ever for buyers, a worrying trend in demographics, the biggest momentum investors on the planet, Brad Pitt, and much more.

Animal Spirits: Something Has to Break

On today’s show, we discuss my guiding philosophy on life and markets, why people buy and sell stocks at the wrong times, Nvidia’s crazy run, why the economy remains so resilient, historic income gains at the bottom, greedflation, The Succession finale, and more.

Animal Spirits: Tech Stocks Are Back

On today’s show, we discuss the now-available Animal Spirits x Tropical Bros shirts, a great year for stocks (so far), Japan and Germany making new decade highs, US Government interest payments at all time highs, a postmortem on iBuyers, the end of the cable bundle, AirBnb for cars, and much more!