On today’s show, we spoke with Allen Bond from Jensen Investment Management about finding high-quality growth stocks and investing during a bear market.
On today’s show we discuss why everyone thinks we’re already in a recession, living paycheck to paycheck on $250k a year, why crypto makes more sense in a bull market, why it feels like the stock market should be down way more, Top Gun: Maverick and much more.
On today’s Talk Your Book, we spoke with Don Casturo from Quantix Commodities and Kristof Gleich from Harbor Capital to discuss how to hedge inflation with commodities and ongoing market dynamics within real assets.
On today’s show we discuss what the narrative would be if we went back to new highs, why high oil prices are so worrisome, why the housing market is more important than the stock market, some good news about the U.S. economy, the new Top Gun and much more.
On today’s Talk Your Book we talked to Joe Ollis from The Peak Group about investing in the single-family housing rental market.
On today’s show we discuss, the big housing miss, inventory build-ups, private market slowdown, Miami Vices, and much more.
Michael and I answer listener questions with help from Rocket Dollar’s Henry Yoshida.
On today’s show, we discuss why markets are so confusing right now, the different kinds of recessions, inflation expectations, how to survive a bear market, the best movie sequels ever, and much more.
On today’s show, we talk with Roger Mortimer, Portfolio Manager of KraneShares newest climate transition ETF about current energy supply constraints, identifying climate transformative companies, and much more.
On today’s show, we talk about the ins and outs of structured notes, replacing bonds within your portfolio, Halos exotic product suite, and much more with Jason Barsema, Co-Founder and President of Halo Investing.