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!

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!