sean

Talk Your Book: Fixing Fixed Income

On today’s Talk Your Book, we spoke to Russell Feldman from IMTC on innovating the fixed income investment process, differences between trading stocks vs. bonds, risk management within fixed income, and much more.

Animal Spirits: The Super Bubble

On today’s show, we discuss Jeremy Grantham’s super bubble call, how “don’t fight the Fed” has evolved, why all opinions are extreme today, how the bottom 50% are making the biggest financial progress, how the Fed screwed up the housing market and much more.

Animal Spirits: Why So Bearish?

On today’s show, we discuss the pros and cons of student loan forgiveness, why the Fed has the ability to talk tough about inflation (for now), the difference between being bearish and being realistic, record high corporate profits, why we’re never going to get enough homes built and much more.

Animal Spirits: Price Drives Narrative

On this week’s show, we discuss the ever-changing narratives in the stock market and economy, iron-clad rules of investing, why markets are so confusing right now, a wider bid-ask spread in the housing market, crypto’s LTCM moment, and much more.

Animal Spirits: Soft Landing

On this week’s show, we discuss the stock market’s ability to predict a recession, the hot labor market, wages vs. inflation, the prospect for a soft landing in the economy, Robinhood vs. Coinbase, volatility in the mortgage market, a bunch of movie recs and much more.