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!
Links
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.
Talk Your Book: Moneyball Meets Private Equity
On today’s show, we are joined by Greg Bond, CEO of Man Numeric and Head of the Americas for the Man Group to discuss how the private equity portfolio is constructed, screening out poor quality businesses, what private equity companies look for in investments, data and analytics within sports, Greg’s experience with the Red Sox, and much more!
Animal Spirits: Predictions For 2025
On today’s show we discuss all sorts of predictions for the upcoming year, the AI bubble, the roaring 2020s of stock market returns, financial regrets at age 80, housing is the business cycle, when to sell big winner, the VC drop-off, what to do when you get super rich, 50 things a man should not know and much more.
Talk Your Book: Direct to Consumer Venture Capital
On today’s show, we are joined by Elia Infascelli, Partner and CEO of The Cashmere Fund to discuss celebrities within VC, utilizing networks for private investments, how Cashmere was able to bring this to retail investors, how liquidity works for investors, portfolio structure with an evergreen fund, and much more!
Animal Spirits: It Was a Very Good Year
On today’s show we discuss the year that was in the stock market, expectations for 2025 returns, the Steve Ballmer portfolio, record ETF flows, the new normal of speculation, rich retirees who won’t spend their money, the new normal of 7% mortgage rates, eff you money vs. your job, speaker phones, travel budgets and much more.
Talk Your Book: Conviction in Growth Investing
On today’s show, we are joined by Charly Travers, Portfolio Manager at Motley Fool Asset Management to discuss how the Motley 100 Index is constructed, growth vs value investing, how Motley analysts approach stock picking, thoughts on S&P top 10 market cap turnover, and much more!
Animal Spirits: All In on US Stocks
On today’s show we discuss healthy corrections, rate cuts vs. the stock market, terrible sentiment towards foreign stocks, the crack cocaine of the stock market, addiction in the information age, deflation in China, AI eats the world, houses are getting older, new vs. used cars for your kids, everyone is drinking Guinness and much more.