On today’s show we discuss stock market return expectations, the sell-off in commodities, the back and forth on recession predictions, fighting the last war on the economy, why crypto crashed so bad, negotiating your cable bill down, and much more.
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Talk Your Book: Expanding Access to Private Markets
On today’s Talk Your Book, we spoke with Bob Long of Conversus about giving financial advisors access to investments in private markets.
Animal Spirits: Peak Pessimism
On today’s show, we discuss how wild and crazy the past 3 years have been in the markets, why the Fed is in such a precarious position, the number of stocks getting hammered, the Warren Buffett of crypto, the most re-watchable movie of all-time and much more.
Animal Spirits: The Fed is Being Punished
On this week’s show we discuss the current market sentiment, the official bear market in U.S. stocks, why the Fed is making a mistake, the insane move higher in interest rates, the crypto winter, and more.
Talk Your Book: High Quality Growth Stocks
On today’s show, we spoke with Allen Bond from Jensen Investment Management about finding high-quality growth stocks and investing during a bear market.
Animal Spirits: Good News is Bad News
On today’s show we discuss why everyone thinks we’re already in a recession, living paycheck to paycheck on $250k a year, why crypto makes more sense in a bull market, why it feels like the stock market should be down way more, Top Gun: Maverick and much more.
Talk Your Book: Hedging the Different Types of Inflation
On today’s Talk Your Book, we spoke with Don Casturo from Quantix Commodities and Kristof Gleich from Harbor Capital to discuss how to hedge inflation with commodities and ongoing market dynamics within real assets.
Animal Spirits: The Round Trip
On today’s show we discuss what the narrative would be if we went back to new highs, why high oil prices are so worrisome, why the housing market is more important than the stock market, some good news about the U.S. economy, the new Top Gun and much more.
Animal Spirits: The Most Obvious Recession Ever
On today’s show we discuss, the big housing miss, inventory build-ups, private market slowdown, Miami Vices, and much more.
Animal Spirits: Listener Mailbag
Michael and I answer listener questions with help from Rocket Dollar’s Henry Yoshida.