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.
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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.
Animal Spirits: Obvious Signs of the Top
On today’s show, we discuss why markets are so confusing right now, the different kinds of recessions, inflation expectations, how to survive a bear market, the best movie sequels ever, and much more.
Talk Your Book: Investing in the Carbon Transformation
On today’s show, we talk with Roger Mortimer, Portfolio Manager of KraneShares newest climate transition ETF about current energy supply constraints, identifying climate transformative companies, and much more.
Talk Your Book: Locking In Higher Yields on Your Portfolio
On today’s show, we talk about the ins and outs of structured notes, replacing bonds within your portfolio, Halos exotic product suite, and much more with Jason Barsema, Co-Founder and President of Halo Investing.
Animal Spirits: The End of V-Shaped Recoveries
On today’s Animal Spirits we discuss the growth stock crash getting worse, the speed of market declines, how long bear markets last, Liam Neeson, and much more.
Animal Spirits: Is This a Bear Market?
On today’s show, we discuss the stock and bond markets both falling, the new 60/40 portfolio, the case for buying a house right now, the greatest stock of all time, and much more.
Talk Your Book: Rethinking the 4% Rule
On today’s show, we talk about changes in the 4% rule, being flexible with retirement spending, strategies and tools to use in inflationary environments, and much more with Wade Pfau, Professor of Retirement Income at The American College and CEO and Co-Founder of DPL Financial Partners, David Lau.