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Animal Spirits: Are Bonds Competition For Stocks?

On today’s show, we discuss Michael’s trip to Disney, the economy is too hot to not go into a recession, why inflation remains elevated, the junk stock rally, why housing prices aren’t falling faster, an appreciation for streaming, and much more.

Talk Your Book: The “Tech Heavy” Nasdaq

On today’s show, we are live from the Exchange ETF conference in Miami with Phil Mackintosh, Chief Economist and Senior Vice President at Nasdaq to discuss where interest rates may go this year, if we’re in a recession, IPO performance, and much more!

Talk Your Book: Investing in Quality Growth

On today’s show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss how return on equity works, dealing with changing moats, setting expectations for returns, and much more!

Talk Your Book: Bitcoin Doesn’t Know Its Price

On today’s show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss a sentiment check with Bitcoin, use cases, a year in review for 2022, how Bitcoin has held up better than expected, and much more.

Animal Spirits: Ready to Pop

On today’s show, we discuss the psychology behind big gains and losses, why retail traders are buying again, entertainment vs. advice with Jim Cramer, new bull market vs. bear market rally, value vs. growth. vs. rates, the strongest labor market of our lifetimes, tales from Miami, and much more.

Animal Spirits: Benjamin Graham Disciple

On today’s show, we discuss the stock and bond market rallies in 2023, why certain investors are so pessimistic all the time, housing market activity bottoming, the most hated economic expansion of all-time, context around tech layoffs, consumer spending is slowing, Michael’s first resume and much more.

Animal Spirits: Is the Stock Market Getting Ahead of Itself?

On today’s show, we discuss why the narrative changes for the economy on a weekly basis, the snapback rally in the stock market, trouble in the car market, the boom in entrepreneurship, putting tech layoffs into perspective, why the housing market might have a floor under it and much more.