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!

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!

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!

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!

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!

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!

We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss:
– Screening out companies
– Growth vs value investing
– Investing in Apple
– Avoiding Tesla, and much more!

On today’s show, we discuss:
– Bull market corrections
– Why valuations don’t matter all that much
– Why people were so wrong about the stock market
– Why we haven’t gotten a recession yet
– $1 trillion in credit card debt
– Robinhood’s results
– Tipping at a hotel, and much more!

On today’s show, we are joined by John Neff, Partner and Portfolio Manager of AKRE Capital Management to discuss:
– The AI investing craze
– The creation of fundamental analysis
– Compounding returns with Warren Buffett
– Running a highly concentrated portfolio, and much more!

On today’s show, we discuss:
– The biggest behavioral bias in investing
– The number of IPOs that survive
– Rolling the dice on the stock market
– Why the consumer doesn’t care about higher rates
– Fiscal vs. monetary policy
– Some good news for first time home buyers, and much more!