On this week’s show we discuss why we’re getting more excited about stock prices as they fall, why expected returns are rising, where investors will move their money with higher yields, Credit Suisse vs. Lehman Brothers, how the Fed is breaking things across the globe, why the Bank of England stepped in to buy bonds and much more.
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Talk Your Book: Investing in Science Fiction
On today’s show, we are joined by Kevin Kelly, CEO and Founder of Kelly Intelligence to discuss what CRISPR technology is, use cases, and investing in the future of Healthcare 2.0.
Animal Spirits: Powell Wants You to Lose Your Job
On today’s show, we discuss is the Fed making a huge mistake, why it’s so difficult to predict the economy, why it’s so easy to be bearish right now, breaking the housing market, why we’ve turned on Jerome Powell, the bullish case for a 60/40 portfolio and much more.
Talk Your Book: I Need To Do Some Hedging Trades
On today’s show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about tax-loss harvesting, replicating exchange funds, and de-concentrating portfolios using managed option strategies.
Animal Spirits: Is a Recession Bullish?
On today’s episode, we recap our experience at Future Proof, interest rates vs. inflation for the stock market, a blow-off top in short-term rates, what could cause international stocks to outperform, housing inflation, why the housing market is broken, George Clooney’s best movie and much more.
Talk Your Book: Portfolio Premortem
On today’s show, we spoke to Fabric Risk Co-Founder, Rick Bookstaber about identifying risks for advisors, lifestyle characteristics and risks, the MSCI factor model, scenario testing, and much more.
Animal Spirits: Live From Future Proof
On today’s show, we discuss the worst first 8 months ever, the illiquidity premium, Q2 earnings, The Robinhood Investor Index, and much more!
Talk Your Book: Single Stock ETFs
On today’s show, we had David Mazza, Head of Product at Direxion to talk about the use cases and risks of investing in single stock, leveraged, and inverse ETFs.
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.