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Animal Spirits: Is Twitter Dead?

On today’s show, we discuss:
– When to get bullish in the long run
– How to use sell side stock research
– What’s wrong with Disney
– Cruises are underrated
– How the pandemic messed up historical economic relationships
– 8% mortgage rates and 3% mortgage rates
– Why housing prices are still going up, and much more!

Animal Spirits: Is the Housing Correction Over?

On today’s show, we discuss:
– The stock market fighting the Fed
– The power of index fund flows
– The most trustworthy source of financial advice
– An economic miracle in the United States
– How to pick a bottom in stocks
– People are desperate for a housing market crash
– Some thoughts on fireworks, and much more!

Talk Your Book: Optimizing Your Credit Card Points

On today’s show, we are joined by Chris Hutchins, Host of All The Hacks Podcast to discuss:
– Credit card point devaluation
– The best credit cards to optimize spending
– Where to book flights
– Transferring points
– Hacking family trips, and much more!

Animal Spirits: Why Crypto Needs BlackRock

On this weeks show, we discuss:
– Why the bond market isn’t always the smart money
– Some more good news on the inflation front
– Why lifestyle inflation is at all-time highs
– Talking ourselves out of a boom
– Why smart people have a hard time admitting they are wrong
– Bitcoin ETF’s
– Credit card reward point inflation
– The most charismatic actor of all-time, and much more!

Talk Your Book: Advisor Best Practices

On today’s show, we are joined by Chris Shuba, Founder and CEO of Helios to discuss:
– ETFs vs. Direct Indexing
– Why differentiation matters for advisors
– Utilizing content to drive business
– Where the wealth management business goes from here, and much more!

Animal Spirits: Why Are Houses So Expensive?

On today’s show, we discuss:
– Investor behavior in a bull market
– How Boomers fell in love with stocks
– How the unemployment rate impacts stock market returns
– Why Americans love spending money so much
– Why down payments for houses are falling
– How credit cards ruined the airport lounge, and much more!

Talk Your Book: Internet Stocks with Income

On today’s show, we are joined by Jonathan Shelon, COO of KraneShares to discuss internet growth in China, how to get exposure to China, how the KLIP ETF is able to generate high yields, risks involved with covered call strategies, cash flow rebalancing with KWEB, and much more!

Animal Spirits: Are Stocks Cheap?

On today’s show we discuss the greatest company in history, why the bear market is over, why this might not be a new bull market, why the economy keeps humming along, what falling inflation means for the markets, why martinis are overrated, how much you should pay for a kids meal at a restaurant and more.

Talk Your Book: The Electrification of America

On today’s show, we are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!

Animal Spirits: Is the Bear Market Over?

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.