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.
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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.
Animal Spirits: Elon Buys Twitter
On today’s show, we discuss what Elon Musk can do with Twitter, bonds & stocks falling together, growth stocks keep getting killed, and much more.
Talk Your Book: Investing in Human Capital
On today’s show, we talk about identifying and improving our irrationality, the creation of the human capital factor, and much more with Professor Dan Ariely and CIO of Harbor Capital Kristof Gleich.
Animal Spirits: A Recession is Coming
On today’s show, we discuss taking Twitter private, why tech billionaires are so unhappy, why no one is positioned for a commodities supercycle, the best pool drink, a normal housing market, and more.
Animal Spirits: The Fed is Making a Mistake
On today’s show, we discuss huge wage increases, imminent recessions, Elon Musk rug pulling Twitter, and much more.