On today’s show we discuss the stock market has an excuse to sell off, valuations are falling across the board, the cause of the next correction, 5% bond yields, the worst bond market of all-time, incomes are rising, the wealth effect is real, AI personal assistants, the Consumer Inertia basket of stocks, 7% mortgage rates, the fall of the creative class, the 100 best TV shows this century and more.

On today’s Talk Your Book we speak with Mike Laughlin from Janus Henderson about the mechanics of autocallable and stability notes, how these options generate income, the risks and trade-offs of structured income ETFs and more.

On today’s show we discuss the interconnected hyperscalers, AI’s risk to the economy, the chart of the year, Nvidia’s valuation, Meta’s personal assisstant, $186 trillion in household wealth, 10 year return projections, the case for owning bonds, why the Fed raised rates, Bitcoin’s comeback, fixing the housing crisis is harder than it sounds, the best movie of the 1980s and more.

On today’s Talk Your Book we speak with Bill Mann from Motley Fool Asset Management about investing in the momentum factor, the Noah Principle, AI’s impact on herd behavior, how this cycle ends and more.