On today’s show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss what quality means to Jensen, why META was removed from the portfolio, thoughts on AI and tech bubbles, the most exciting sectors for the long term, how interest rates affect valuation models, hallmarks for great quality businesses, and much more!

On today’s show we discuss a history of stock market flash crashes, the end of the travel boom, why the economy is finally softening, how to predict a recession, how many households actually live paycheck to paycheck, the coming refi/HELOC boom, stock pick loss aversion, movie theaters aren’t dead yet and more.

On today’s show, we are joined by Jerry Prior III, COO & Senior Portfolio Manager of Mount Lucas Management to discuss what managed futures are, how portfolios can benefit from them, how managed futures are handling the Japan carry trade, diversification benefits of managed futures, the story of how the MLM Index was created, and much more!