On today’s show we discuss the latest from the banking crisis, the market’s reaction to bank runs, what the Fed should do next, why service inflation is higher than goods inflation, why crypto is rallying this year, how much money it takes to be rich and much more.
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Talk Your Book: How to Buy Treasuries
On today’s show, we are joined by Alex Morris, Co-Founder and CIO of F/m Investments and the US Benchmark Series to discuss yield volatility, why it’s so hard to buy single treasuries, the 2023 banking crisis, and much more!
Animal Spirits: The Panic of 2023
On today’s show we discuss Silicon Valley Bank, the psychology of bank runs, how the Fed broke stuff, FDIC insurance, why the banking industry is forever changed, tech is the new Wall Street, why the bank crisis could be bullish for the stock market and much more.
Talk Your Book: The Carrying Cost of Crazy
On today’s show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management about the SVB drama, interest rates moving forward, a slowdown of consumer spending, and much more!
Animal Spirits: How Much Do You Need to Make to be Rich?
On today’s show, we discuss reaction to Powell’s testimony, richsession in chart form, Silvergate drama, Michael’s humble brags, Karen-Batnick, and much more!
Talk Your Book: A Bull Market in Tickers
On today’s show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss how to use leveraged ETFs, the cost of leverage, exciting thematics in 2023, and much more!
Talk Your Book: Lifetime Income
On today’s show, we are joined by David Blanchett, Managing Director and Head of Retirement Research at Prudential to discuss how advisors should think about incorporating annuities, what annuities make sense for clients, income strategies within 401Ks, and much more!
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!