On today’s show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss how rising yields affect alternative strategies, Simplify’s interest rate hedge strategy, utilizing VIX strategies, and much more!
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Animal Spirits: The Crockpot Recession
On today’s show we discuss why the bond market is so confused, why consumers are so confused, why Vanguard continues to dominate, why inflation is finally heading lower, why millennials aren’t as broke as you think, why first-time homebuyers are out of luck and much more.
Talk Your Book: Hidden Pricing Power
On today’s show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss finding wide moats, discovering hidden pricing power, using movie anecdotes to invest, and much more!
Animal Spirits: The Year of Disappointment
On today’s show, we discuss corrections during election years, rich boomers, how great AirBNB is, more issues at Twitter, Successions last season, and much more!
Talk Your Book: Defining the Downside
On today’s show, we are joined again by Bruce Bond to discuss Innovators latest fixed-income focused barrier ETFs, how rate volatility affects ETF yield, risk-reward in fixed-income, and much more!
Animal Spirits: The 3 Levels of Wealth
On today’s show we discuss why investors are always looking to catch a falling knife, a reversal in the markets since last year, why European stocks are outperforming, how money market funds became the biggest market story of the year, de-dollarization, some vacation thoughts from spring break and much more.
Talk Your Book: No Bank Runs in Commercial Real Estate
On today’s show, we spoke with Tom Miller, CEO and CIO of USQ to discuss real estate in Manhattan, the hottest sectors of commercial real estate, office space investing in the next few years, and much more!
Talk Your Book: Car Dealership Guy
On today’s show, we are joined by CarDealershipGuy to discuss buying a car in 2023, buying v leasing, the downfall of Carvana, the electric car market, and much more!
Animal Spirits: The Worst Chart in Finance
On today’s show, we discuss why investing is so hard, the time between all-time highs in a bear market, why the Fed is in such a tough spot, ramifications from the banking crisis, low supply in the housing market, why people think their children will be worse off, the psychology behind the AI boom and much more.
Talk Your Book: Startups in a Crisis
On today’s show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, the CEO and CIO of DFD Partners to discuss tools for business owners and treasury cash management, and distribution solutions for advisors and asset managers.