On today’s show we are joined by JP Morgan’s Gabby Santos to discuss the 30th annual edition of the firm’s capital market assumptions report that covers stock returns, bond yields, inflation, GDP forecasts and more.
Ben Carlson
What Happens in the Next Recession?
How will everyone react during the next recession?
Jesse Livermore & The Magnet of Dancing Stock Prices
Jesse Livermore on picking tops and bottoms.
How Many Stocks Outperform the Stock Market?
More stock outperform than you think.
Animal Spirits: The Zero Dollar Club
On today’s show we discuss AI bubble indicators, what Jesse Livermore would think about this market, the pros and cons of owning gold, chart crimes, why the financial media is so negative, 5x leveraged ETFs, heavily shorted stocks are outperforming, will Bitcoin hit $200k by 2027, consumers are still in good shape, $50k new cars, Michael’s top 10 horror movies and more.
3 Charts That Caught My Eye
Some thoughts on $50k cars, under-40 stock market investors and health inequality.
Talk Your Book: Value + Momentum: The Best of Both Factors
On today’s Talk Your Book we spoke with Lance Humphrey from Victory Capital about the firm’s Victory Shares Value Momentum suite of ETFs, how to invest in both value and momentum, why there’s so much more money in value strategies than momentum and much more.
Why I Don’t Own Any Gold
Gold is on fire. The yellow metal is up more than 60% this year. It’s risen nearly 30% in the last 3 months alone. It’s hard to get a nuanced opinion on gold as a holding. There are a lot of extreme opinions. Some people hate gold and think it’s useless. Some people love gold…
Talk Your Book: Investing in Start-Up Equity
On today’s Talk Your Book we speak with Dave Thornton from Vested about abandoned start-up shares, diversification in venture capital, helping start-up employees and the complications involved with exercising options.
House Rich Millionaires
1 in 5 U.S. households are now millionaires.
