On today’s show, we discuss:
– The blowout year for the Nasdaq 100
– How experience shapes investment decisions
– Transitory inflation arguments
– Where prices have risen the most
– Who got the biggest wage gains
– Why housing prices refuse to crash
– Where to find affordable houses
– Why you can’t trust sentiment surveys, and much more!

On today’s show, we discuss:
– The Feds victory over inflation
– What Americans get wrong about inflation
– The price of iPhones is actually going down
– When we get the first Fed rate cut
– The rising unemployment rate
– Housing prices vs. recessions
– Netflix movies
– Vests are overrated, and much more!

On today’s show, we are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to discuss:
– Fundamental reasons Bitcoin is outperforming in 2023
– Illiquid Bitcoin values and supply/demand affects on digital assets
– What Ethereum’s different layers represent, and much more!

On today’s show, we discuss:
– The cooling labor market
– Why the 60/40 portfolio looks more attractive now
– Why the Fed is in a tough spot
– Why everyone hates this economy
– How to become a millionaire
– Realtor commissions
– Reclining your seat on a plane, and much more!

On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!

On today’s show, we discuss:
– Why so many people hate this economy
– Anecdotes vs. data
– A depression in the mortgage industry
– The good news about falling stock prices
– Small caps look cheap
– Consumers need a recession, and much more!

On today’s show, we are joined by Brendan Ahern, CIO of Kraneshares to discuss:
– The creation of Kraneshares Luxury ETF
– Demographic trends and utilizing the wealth affect
– Challenges in investing in international markets
– Luxury dynamics in a recession, and much more!

On today’s show, we discuss:
– Higher growth and higher rates vs. lower growth and lower rates
– Why there is so much focus on 60/40 portfolios
– Bears vs. doomers
– The annoyance economy
– Why no one is happy about the economy right now (or ever)
– A record jump in net worth
– Renting vs. buying, and much more!

On today’s show, we had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management back on the show to discuss:
– How hedging ladders provide downside protection
– The goal of the HELO ETF
– Hedged equity strategies vs traditional 60/40 portfolios
– The impact of volatility on the strategy, and much more!

On today’s show, we spoke with Samir Kaji, CEO, President, and Co-Founder of Allocate to discuss:
– What start-up prices look like today
– If the free money era is gone forever
– VC return dynamics and the power law, and much more!