On today’s show, we discuss the beginning of a new bull market, increased concentration in the stock market, the worst housing market ever for buyers, a worrying trend in demographics, the biggest momentum investors on the planet, Brad Pitt, and much more.
sean
Talk Your Book: Investing in Treasuries During a Debt Crisis
On today’s show, we spoke with Alex Morris, Founder and CIO of F/m Investments on how Treasury ETFs work, why the 1mo is yielding so much, how government defaults could affect treasuries, and much more!
Animal Spirits: Something Has to Break
On today’s show, we discuss my guiding philosophy on life and markets, why people buy and sell stocks at the wrong times, Nvidia’s crazy run, why the economy remains so resilient, historic income gains at the bottom, greedflation, The Succession finale, and more.
Talk Your Book: Upside and Downside Customization For Your Portfolio
On today’s show, we are joined by Jason Barsema, Co-Founder and President of Halo Investing to discuss how structured notes are made, counterparty risk during banking crises, customizing structured notes, and much more!
Animal Spirits: Tech Stocks Are Back
On today’s show, we discuss the now-available Animal Spirits x Tropical Bros shirts, a great year for stocks (so far), Japan and Germany making new decade highs, US Government interest payments at all time highs, a postmortem on iBuyers, the end of the cable bundle, AirBnb for cars, and much more!
Talk Your Book: Streamlining Alternative Investments
On today’s show, we are joined by Brett Hillard, CIO of GLASfunds to discuss advisor pain points when investing in alts, the fund manager due diligence process, how interest rates affect the alternatives market, and much more!
Animal Spirits: The Only Game in Town
On today’s show, we discuss debt ceiling drama, the best long-term investment, money market funds, catching a falling knife, 24 hour trading, why workers are happier than ever, the greatest wealth transfer in history, why wealth inequality will get worse, the best new movie we’ve seen in a long time and much more.
Talk Your Book: Fidelity Digital Assets Mailbag
On today’s show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss what drives the price of Bitcoin, where to store Bitcoin, Bitcoin staying out of the headlines, and much more!
Animal Spirits: Business Optimism Crashes
On today’s show, we discuss regional bank failures, confidence in the Fed, international diversification, the V-shaped recovery in the labor market, vibes vs. data in the economy, the best company in the world, middle age, and much more!
Animal Spirits: Bear Market Lessons
On today’s show, we discuss never shorting junk food, a purgatory market, why spending isn’t slowing down, our first mortgage rates, the First Republic takeover, and much more!