Hedging against geopolitical risk.
Hedging Against World War III
Animal Spirits: When Will Houses Be Affordable Again?
On today’s show, we discuss:
– Pullbacks in bull markets
– The legend of Jim Simons
– If 401k’s were a mistake
– What a car says about its driver
– Hotel movies vs airplane movies, and much more!
Diversification is About Decades
Why diversification is a survival strategy but also an agressive one.
Talk Your Book: Defining Risk with Structured Protection ETFs
On today’s show, we spoke with Matt Kaufman, SVP and Head of ETFs at Calamos Investments to discuss:
– Why embedding options within ETF wrappers has gotten so popular
– How Calamos structures protection ETFs
– Why timing can matter with structured protection ETFs
– Demographic tailwinds for structured protection products, and much more!
The Destiny of Demographics
Some questions I have based on current demographic trends.
Translating Wall Street Jargon
Translating some of Wall Street’s favorite words and phrases.
Is Social Security Going Bankrupt?
What does insolvancy mean for Social Security?
Animal Spirits: Fighting Inflation
On today’s show, we discuss:
– The suffocating bull market
– The other side of government debt
– Jerry Seinfeld on when money changed everything
– Consumers are finally fighting back against inflation
– Wall Street translations
– Who is buying Bitcoin ETFs
– The bear case against housing, and much more!
Seinfeld on When Money Became Everything
If your work is unfullfilling, the money will be too.
Talk Your Book: Bitcoin Flows
On today’s show, we are joined by Christopher Jensen, Director of Digital Assets Research for Franklin’s Digital Asset Investment Strategies Group to discuss:
– The resiliency of Bitcoin
– The global casino vs global computer use-case theories
– Understanding the Bitcoin halving, and much more!
