On today’s show, we’re joined by Sal Gilbertie of Teucrium ETFs to give us an update on global commodities markets, Russia’s weaponization of wheat, and much more.
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Talk Your Book: The State of Venture Capital
On today’s show, we discuss similarities between the late 90s and today, how tough it is to get VC exposure, current market dynamics within the private markets, and much more.
Animal Spirits: The Pandemic Broke the Economy
On today’s show, we talk about why the first 6 months of the year were one of the worst ever for financial markets, why it’s so difficult to gauge the economy right now, what’s priced into the stock market, the worst earnings call ever, the psychology behind inflation and much more.
Talk Your Book: The Bull Market in Stupidity
On today’s Talk Your Book, we spoke with Michael Grant of Calamos about today’s macro-environment, how the Fed can guide us to a soft landing, short selling the past 18 months, and much more.
Animal Spirits: Are We Sure a Recession is Coming?
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.
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.