Everyone should say “thank you” more often.
Ben Carlson
Talk Your Book: Where to Find Higher Dividend Yields
On today’s show, we are joined by Todd Mathias, Head of U.S. Product Strategy & Development to discuss US outperformance vs international, currency headwinds, macro uncertainty in the US, the value factor overseas, and much more!
Pandemic Babies & a Bull Market in Risk
Why are so many people willing to take more risk these days?
Risk Free S&P?
Is the S&P 500 now a risk free asset?
The Biggest Risk & The Biggest Opportunity
Some thoughts on the risks and opportunities in AI.
Animal Spirits: Will AI Take All Our Jobs?
On today’s show we discuss why technical analysis matters in a downturn, why stockpicking is so hard, do we need a recession, Jamie Dimon is worried about government bonds, how many millionaires there are, AI deflation vs. government spending inflation, when to worry about government debt, the bull market is self-driving cars, it’s finally a buyer’s market for housing and much more.
Is It Finally a Buyer’s Market in Housing?
It’s time to put in some low-ball offers in housing.
Talk Your Book: Valuation Still Matters
On today’s show, we are joined by Scott Blasdell, Portfolio Manager and Don San Jose, Chief Investment Officer of the U.S. Value Team at J.P. Morgan to discuss what value means today, looking for quality within value, why valuation still matters, why the wine business is in trouble, and much more!
On the Inevitability of Bear Markets
How often do bear markets occur?
Not All Stocks Recover Their Losses
A closer look at the drawdown profile of individual stocks.
