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!

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!

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!

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.

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!

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.

On today’s show, we spoke with Alex Morris, Founder and CIO of F/m Investments on how Treasury ETFs work, why the 1mo is yielding so much, how government defaults could affect treasuries, and much more!

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.

On today’s show, we are joined by Jason Barsema, Co-Founder and President of Halo Investing to discuss how structured notes are made, counterparty risk during banking crises, customizing structured notes, and much more!

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!