On today’s show, we speak with Jason Greenblath of American Century Investments about short duration fixed income, remaining active during recessions, inflationary spikes and fixed income and then we speak to Christian Hoffmann of Thornburg Investment Management to discuss opportunities in global credit markets, recession risk, heightened volatility, the Fed and inflation, and much more!
Ben Carlson
A Recession is on the Way
Some thoughts on the timing of the next recession.
The U.S. Labor Force Over the Past 150 Years
Economic dynamism requires a safety net.
Investing in an Uncertain World
Some questions about how to invest in a new regime.
Buying When the Stock Market is Down 15%
A historical look at what happens when you buy the stock market when it’s been down 15% or worse.
Misbehaving in a Volatile Market
The behavioral biases that trip you up during a downturn.
Some Early Lessons From the Tariff Tantrum
Some random thoughts and questions about a wild week in the markets.
Animal Spirits: The Stock Market Crashed. Now what?
On today’s show we discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects on the economy, fake headlines moving markets, cabanas are getting out of control, the White Lotus finale, and much more!
How to Survive Chaotic Markets
How trend-following works in a downtrending market.
Talk Your Book: International Stocks, So Hot Right Now
On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance, what policies have led to international performance, avoiding/concentrating into different countries, how the US Dollar affects international investments, and much more!
