On today’s show we discuss GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio’s crash calls, the crypto strategic reserve, the bull market in convenience, why we need Social Security, housing as a recession hedge, Keanu’s life advice and much more.
Ben Carlson
Predicting a Financial Crisis
A closer look at Ray Dalio’s record of predicting economic crises.
Talk Your Book: Custom Portfolio Protection
On today’s show, we are joined by Matthew Radgowski, CEO of Halo Investing to discuss the difference between buffered ETFs and structured notes, Halo’s new structured note SMAs, using structured notes as portfolio insurance, and much more!
A Valuable Reminder From the Market Gods
An update on Tesla, Bitcoin, MicroStrategy and other highfliers that are taking a beating at the moment.
How Much is the U.S. Housing Market Worth?
The US housing market is worth nearly $50 trillion.
Market Timing a Recession
Some thoughts on market timing and recessions.
Am I Going To Be OK?
The Dunning-Kruger effect is real and it is spectacular.
Animal Spirits: Time to Get Bearish?
On today’s show we discuss the potential for an economic slowdown, Steve Cohen gets bearish, the labor market is slowing, giving the US economy the benefit of the doubt, the top 10% owns everything, rich people are everywhere these days, Berkshire Hathaway pays a lot of taxes, Robinhood is a casino and much more.
The Top 10%
Wealth inequality is driving the economy.
Talk Your Book: State of The Real Estate Market
On today’s show, we are joined by Paul Baiocchi, Chief ETF Strategist of SS&C ALPS Advisors and Nick Tannura, Portfolio Manager and CIO of GSI Capital Advisors to discuss an update on office real estate, how investors view REITs, the fundamental argument for investing in malls, why it makes sense to actively manage REITs, an update on flows into the real estate asset class, and much more!
