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Talk Your Book: Customizing Alternatives

On today’s show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss:
– Wealth managers vs. institutions investing in alternatives
– How advisors are utilizing GLASfunds
– Investing in alts in a rising-rate environment
– How private investments could be improved, and much more!

Animal Spirits: Is Apple the Next IBM?

On today’s show, we are live at Future Proof to discuss:
– Duncan spilling a Miami Vice
– What we actually do at RWM
– If Apple is the next IBM
– Canadian real estate
– Issues at ESPN
– Traveling to California, and much more!

Talk Your Book: The Macro Case for Crypto

On today’s show, we are joined by Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets, and Ramine Bigdeliazari, Director of Product at Fidelity Digital Assets to discuss:
– What the SEC ruling means for digital assets
– How an ETF may affect the crypto ecosystem
– The migration of talent within crypto
– Macro changes and digital asset reactions, and much more!

Animal Spirits: The Market Cap of Taylor Swift

On today’s show we discuss:
– One of the best years ever for the Nasdaq 100
– People who want to see the financial system burn
– Getting back on trend with economic data
– What if housing prices were just undervalued before the pandemic
– Canada vs. Miami housing prices
– Why married people are happier, and much more!

Animal Spirits: Are You on Track For Retirement?

On Today’s Show we discuss:
– The outlook for the 60/40 portfolio
– Dollar cost averaging into a bear market
– The evolution of retirement
– The best age for making good financial decisions
– The Fed cannot fix the housing market
– How HGTV ruined housing prices
– Hedging climate change risk, and more!

Talk Your Book: The Largest Active ETF

On today’s show, we had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss:
– How $JEPI is constructed
– How volatility affects yield
– Why $JEPI has been so popular, and much more!

Animal Spirits: Rates to the Hilt

On today’s show, we discuss:
– If bonds are more attractive than stocks right now
– A lost decade for bonds
– Michael Burry’s predictions
– Why the economy is so hard to predict right now
– The latest Netflix documentaries, and much more!

Talk Your Book: Customizing Your Assets

On today’s show, we had Matt Radgowski, CEO of Halo Investing to discuss:
– Customizing your own assets
– Utilizing notes as a hedge
– Latest innovations in defined outcome products, and much more!

Animal Spirits: How Much is Happiness Worth?

On today’s show, we discuss:
– Ben’s trip to NYC
– Stock market vs. bond market valuations
– The 4% inflation scenario
– Why the consumer is so important
– Record home values (again)
– The power of home equity, and much more!