On today’s show, we discuss:
– How we prioritize our spending
– 1987 vs. the Covid crash
– Crazy index fund flows
– Stock market concentration
– Panic about government debt
– The tech recession in California
– Will Millennials move to Florida in retirement
– The most streamed shows, and much more!

On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director of Schafer Cullen Capital Management to discuss:
– China’s affect on Emerging Markets
– Avoiding value-traps in EM
– Strong macro trends in India
– Passive vs. active management in Emerging Markets, and much more!

On today’s show, we discuss:
– Inflation helping corporate profits
– What’s going on with chocolate
– Airport traffic hitting all-time highs
– The new Robinhood credit card
– The downfall of Jack Daniels, and much more!

On today’s show, we are joined again by Jason Barsema, Co-Founder and President of Halo Investing to discuss:
– Investing in notes structured around single stocks
– The difference between hard and soft protection
– What the Catapult Note is
– Halos annuity and annuity servicing capabilities for advisors, and much more!

On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!

On today’s show, we are joined again by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss:
– An economic update on China
– China’s buyer of last resort
– What happened in Chinese real estate, and much more!

On today’s show, we discuss:
– Thoughts on Italy
– Consumers wall of cash
– Inflation at the grocery store
– Real estate agent commissions in trouble
– The best airplane movie of all time
– Thoughts on Dune 2, and much more!

On today’s show, we are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss:
– The creation of the Nasdaq 100
– Where the QQQ ticker comes from
– The Nasdaq 100 special rebalance in 2023, and much more!

On today’s show, we discuss:
– One of the most resilient stock rallies ever
– Money market funds vs. crypto
– Americans are rich
– The stock market has always been concentrated
– Inflation at the grocery store
– The biggest reason the Fed needs to cut rates
– Some good news for first-time homebuyers, and much more.

On today’s show, we are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss:
– The new Bitcoin ETFs
– How much news is priced into Bitcoin price
– What the Bitcoin halving is
– How crypto and macro economics fit together
– Institutional adoption of Bitcoin, and much more!