On today’s show, we discuss Michael becoming famous for a Bezos prediction, the case for no recession in 2023, the bullish case for stocks, the bearish case for stocks, false signals from an inverted yield curve, why this is not 1970s-like inflation, 2023 movies and much more.

On today’s show, we are joined by Rodney Comegys, Head of Vanguards Equity Investment Group to discuss how indexing works, what makes Vanguard so special, active investing vs passive investing, and much more!

On today’s show, we discuss the terrible no good year that was 2022 for financial markets, some thoughts on what might happen in 2023, the 4 factors that should impact markets and the economy next year, why investors are still pouring money into Tesla shares, when luxuries turn into necessities and much more.

On this week’s show, we discuss the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the economy for 2023, why consensus is wrong most of the time, the car industry is all messed up, why housing prices aren’t falling faster, the year of the sequel and much more.

On today’s show, we are joined by Pavel Vaynshtok, Managing Director, Global Head of Strategy Indices at S&P Dow Jones Indices to discuss the history of indices, why thematics have gotten so popular, how S&P Dow Jones Indices constructs their indices, and much more!

On today’s show, we talk about why the stock market is getting crushed this month, what one year’s returns mean for the next year, why retail investors are still buying tech stocks, 3 scenarios for next year’s market, the Fed’s 2% inflation target, why there will never be a perfect economy, the Avatar sequel and much more.

On today’s show, we are joined by Mark Neuman, Founder and CIO of Constrained Capital to discuss companies orphaned by ESG, how capital is actually getting constrained, politics in investing, Coke & Pepsi vs Alcohol and Tobacco, and much more!

On today’s show we discuss inflation rolling over, the possibility of a soft landing, Santa Claus rallies, SBF getting arrested, what a housing market comeback would look like, picking stocks vs. picking stock-pickers, The White Lotus season 2, and much more.

On today’s show, we are joined by Joe Mallen, CIO of Helios to discuss what he’s hearing from advisors in this environment, insourced vs outsourced CIOs, bond and equity attractiveness going forward, and much more!

On today’s show, we discuss continued strength in the labor market, sticky high inflation, why the market isn’t listening to the Fed anymore, the case for a 20% decline in housing prices, why Netflix rules streaming, sending back a drink at the bar, and much more.