On today’s show, we are joined by Marco Hanig, Managing and Founding Principal of Alternative Fund Advisors and former Principal at AQR to discuss:
– The basics to Private Credit
– The differences between a loan and a bond
– Why Private Credit is earning a premium yield, and much more!

On today’s episode, we discuss:
– Good news on the economy
– Why the stock market loves lower inflation
– Did Elon Musk help lower inflation
– Getting bullish on consumer sentiment
– Netflix won the streaming war
– Rich Dad/Poor Readers
– Timing the the housing market, and much more!

On today’s show, we are joined by Alex Morris, CIO and President of F/m Investments to discuss:
– F/m Investments Opportunistic Income ETF
– Interest rate risk vs. credit risk
– Market cap weighting bonds
– Knowing when to sell a bond, and much more!

On today’s episode, we discuss:
– Charlie Munger
– The Fed doesn’t matter as much as you think
– Negativity bias in America
– The blame game for inflation
– Why you don’t invest based on the headlines
– Narratives on bond yields
– Doom spending in the economy
– A quiet crypto boom, and much more!

On today’s Talk Your Book, we are joined again by Sal Gilbertie, CEO of Teucrium to discuss:
– The golden grain cycle
– The cost of production and expected long term returns for commodities
– How everyone got the oil market wrong
– How the US dollar affects the commodity market. and much more!

On today’s show, we discuss:
– Why people keep spending so much money
– Long droughts between new highs in the stock market
– The best upside AI hedge
– Intelligence vs. pessimism
– Denominator blindness with inflation
– Most Americans are better off
– Why people are unhappy at work
– When it will be a good time to buy a house again, and much more!

On today’s Talk Your Book, we spoke with Nuveen Portfolio Manager Nick Travaglino about:
– The bond market in 2023
– The Fed
– Fixed income yields
– An update on interest rates, and much more!

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!