Links

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!

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.

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!

Animal Spirits: Life and Death

On today’s 400th episode of Animal Spirits we discuss Jon’s story, dealing with grief, why financial planning matters, Jon’s life advice, the power of kindness and the mundane, gambler’s fallacy on Meta, the mental freedom of index funds, YouTube’s reach, Mr. Belding’s age, how to save money at Disney and much more.

Talk Your Book: A Short History of the Nasdaq 100

On today’s show, we are joined by Emily Spurling, SVP, Global Head of Index at Nasdaq and Mark Marex, Senior Director of Index and Research and Development to discuss the original inception of the Nasdaq 100, understanding tech exposure within the Nasdaq 100, why Nasdaq is winning the listing race, why companies enter and exit the index, thinking about the dot com bubble and the Nasdaq 100, and much more!

Animal Spirits: Is $1 Million a Lot of Money?

On today’s show we discuss the shrinking number of small businesses, the stock market chart of the decade, why excess capital investment in technology leads to booms/busts, the tech sector will lead to the next financial crisis, making the case for European stocks, baby boomers still rule the day, the relentless bid from 401k investors, timing the housing market, $1.2 million in credit card debt and much more.

Talk Your Book: How to Eliminate Negative Alpha

On today’s show, we are joined by Cole Wilcox, Founder and Chief Investment Officer of Longboard Asset Management to discuss if trend following still works for stocks, how to set the expectations for investors using trend following, positioning alts within a portfolio, and much more!

Animal Spirits: The Dumbest Trade War

On today’s show we discuss the financial impact of tariffs, why AI could save the stock market, market return assumptions for the next decade, the Vanguard Effect, levered ETFs, AI Ben, crypto is not a tariff hedge, using Bitcoin instead of a 529 plan, the remodeling boom, peer pressure from friends to go skiing and much more.

Talk Your Book: Bitcoin for Anyone

On today’s show, we are joined by Matt Kaufman, SVP, Head of ETFs at Calamos to discuss using downside protection for cash, understanding caps and buffers using Bitcoin, the Bitcoin options market coming online, how 24hr crypto trading affects the market, and much more!

Animal Spirits: Your Budget Sucks

On today’s show we discuss Future Proof Citywide in Miami, the DeepSeek rug pull on Nvidia, what this means for the Mag 7 stocks, the most beloved bear market of all-time, Howard Marks on why this isn’t a bubble (yet), hedge fund fees, leveraged ETFs, the price of eggs, hiring a private chef, a young couple’s monthly budget in Brooklyn and more.