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.

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 today’s show we discuss long-term bond yields rising, why government debt won’t fall, where all the dry powder is coming from, how often you should expect bear markets, a weird time to be rich, $97 salads, why starter homes died, retail bagholders, why everyone takes Social Security early, Tom Cruise and more.

On today’s show, we are joined by Ima Casanova, Portfolio Manager for the active gold and Precious Metals Strategy and Senior Analyst for the active Natural Resources Equity Strategy to discuss gold hitting all time highs, gold miners vs gold performance, macro factors investing in gold, demand from central banks, and much more!

On today’s show, we are joined by Samir Kerbage, CIO of Hashdex to discuss price action in 2025, narratives around price action, how the index is constructed, Bitcoins investment thesis, and much more!

On today’s show we discuss how retail became the smart money, why long-term investing caught on, where the money is coming from to buy the dips, chances of re-testing the lows, the Moody’s downgrade, millionaires next door, takeout food culture, the broken housing market and more.

On today’s show we discuss the China trade deal, retail was right, Wall Street was wrong, price vs. sentiment, markets saved us from a recession, record stock buybacks, 4-to-1 leverage and private equity in your 401k, Michael’s real estate deals and more.

On today’s show, we are joined by Brendan Ahern, CIO at KraneShares to discuss an update on Chinas economy, China real estate, the AI race with China, stock picking within China, consumerism outside the US, and much more!

On today’s show we discuss Warren Buffett’s legacy, no one can guess where the market is going, a 9 day win streak for stocks, Americans love to buy the dip, the next recession is going to be wild, Wall Street is very bearish, retail is bullish, Bitcoin didn’t decouple yet, a housing market slowdown, the benefits of drinking and more.

On today’s show, we are joined by Shiloh Bates, Partner and CIO of Flat Rock Global to discuss the relationship between income and volatility, how CLOs perform during recessions, what CLO equity is, what happens when loans default, characteristics to look at for CLO managers, and much more!