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!

On today’s show, we discuss a wild month of stock market performance, bear market rallies, a shift in tariffs, Amazon fighting back, an update on earnings, thoughts on conferences, a new Netflix recommendation, and much more.

On today’s show, we are joined by Nick Kalivas, Head of Factor & Core Equity Product Strategy at Invesco to discuss the research behind equal weighting, concentration within the S&P 500, looking at flows during the selloff in 2025, factor performance, and much more!

On today’s show we discuss some 1929 and 1932 comparisons, the impact of tariffs on small businesses, supply chain problems are coming, putting the dollar’s move into perspective, jumping into a recession, why a recession might feel worse than it actually is, the correction is still relatively mild, retail keeps buying the dip, Bitcoin is decoupling, $145,000 mud rooms and much more.

On today’s show, we speak with Jason Greenblath of American Century Investments about short duration fixed income, remaining active during recessions, inflationary spikes and fixed income and then we speak to Christian Hoffmann of Thornburg Investment Management to discuss opportunities in global credit markets, recession risk, heightened volatility, the Fed and inflation, and much more!

On today’s show we discuss the tariff tantrum, why a falling dollar matters, yields are rising, betting markets on recession predictions, sentiment is falling off a cliff, buying stocks when they’re down 15%, the unintended consequences of Trump’s trade policies, panic in the stock market, when you should sell some stocks and much more.

On today’s show we discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects on the economy, fake headlines moving markets, cabanas are getting out of control, the White Lotus finale, and much more!