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!
Links
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.
Talk Your Book: The Private Credit Opportunity Set
On today’s show, we are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss valuations in the VC market, what advisors should be asking about when investing in this space, issues with crowding within the private credit space, and much more!
Animal Spirits: Trump Coin
On today’s show we discuss a memecoin from the President, what’s next for the crypto industry, the golden age of financial fraud, recessions are becoming less prevalent, how much income it takes to be rich, the Sonos app crash, Wall Street thinks houses are overpriced, youth sports for Millennial parents and much more.
Talk Your Book: 3 Reasons to Buy Bonds
On today’s show, we are joined by Dave Braun, Managing Director and Generalist Portfolio Manager at PIMCO to discuss why rates have been moving higher, if the Fed will get us a soft landing, why mortgage bonds look attractive right now, the resiliency of the US consumer, and much more!
Animal Spirits: A Key Market Signal
On today’s show we discuss the devastating fires in LA, why homes are the most important financial asset for the middle class, a roundtrip in stocks since the election, why rates are rising, nitpicking the economy, Howard Marks is on bubble watch, quantum computing stocks, the anti-social century, Jerry Springer and much more.