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!

On today’s show, we discuss:
– Inflation coming down
– The continued strength of the US consumer
– Howard Marks on investing for a sea of change
– The risk-reward in bonds
– What would happen if the US government paid off its debts
– EMH in crypto
– The worst case scenario for the housing market, and much more.

On today’s show, we are joined by Jason Anderson, NMLS# 243209, Regional Vice President of Northpointe Bank to discuss:
– The All-In-One Loan
– How interest rates affect home equity lines of credit
– Who this product may or may not benefit
– The dangers of financial engineering, and much more!

On today’s show, we discuss:
– Why long term bond yields are rising
– The worst bond market sell-off in history
– When good news is bad news for the economy
– Continued strength in the labor market
– Boomers are holding up the economy
– Michael Lewis book review
– Why Millennials are more prepared for retirement, and much more!

On today’s show, we spoke with David Schulhof, Founder and CEO of MUSQ to discuss:
– What the $MUSQ ETF is comprised of
– How the music industry is mispriced
– The affect Taylor Swift is having on the economy
– How music can be changed with AI and blockchain, and much more!

On today’s show, we discuss:
– Crazy moves in US Treasuries
– How prepared the consumer is for a recession
– More positive data on inflation
– Michael Lewis and the SBF situation
– Dark meat chicken
– The best 80s movies, and much more!

On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss:
– The creation and use of trend following
– Market changes over time
– Understanding what investors need vs. what they want
– Utilizing a mutual fund wrapper instead of an ETF, and much more!

On todays show, we discuss:
– Higher for longer
– Soft landings
– Why nothing has broken yet in the economy
– Where the housing bubbles are
– Why its harder than ever to outperform the market
– Gambling vs. day trading
– NFTs are worthless, and much more!

On today’s show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss:
– How leverage is created within leveraged ETFs
– Why leveraged ETFs should not be held long-term
– Investing in China
– Using ETF flows as a trading signal
– Direxions tactical commodity ETF
– Diversifying Nasdaq exposure with equal weight ETFs, and much more!