Small caps vs. large caps vs. IPOs.
Are Small Caps Dead?
Buy When There’s Bonds in the Streets?
Is it time to buy bonds?
Animal Spirits: How many people make $100,000?
On today’s show we discuss Future Proof, 1990s nostalgia, Oasis, why the stock market doesn’t care about the labor market, the top 10% is powering the economy, Google vs. ChatGPT, gold vs. AI, IPOs vs. small caps, Americans are richer than you think, a bull market in midwest housing, social media was a mistake, Gen Z wealth inequality and much more.
Stocks, Housing & Social Security: What Matters Most?
Some thoughts on the importance of Social Security in American household assets.
Talk Your Book: Investing in Private Credit ETFs and All-Time Highs
On today’s show, we are first joined by Wes Crill, Senior Client Solutions Director & VP at Dimensional Fund Advisors to explore strategies for investing at all-time highs. Then we are joined by Tony Kelly, Co-Founder of BondBloxx ETFs to discuss investing in CLOs, differences between CLOs and high yield, and how CLOs fit in the private credit asset class.
Two Things That Caught My Eye This Week
Larry Ellison, Warrn Buffett and the labor market.
10 Things I’ve Learned About Wealth Management in 10 Years
Some things I’ve learned from my time in wealth management.
Is It Time to Raise Some Cash?
Answering a question about emergency funds and cash as a strategic portfolio allocation.
Animal Spirits: Live From Future Proof 2025
On today’s show, we are live in Huntington Beach, California for Future Proof 2025.
Talk Your Book: How Custom Indexing Works
On today’s Talk Your Book we speak with Ehren Stanhope from Canvas Custom Indexing about the evolution of investment products, why 2019 changed everything, how financial advisors are using Canvas with their clients and why technology is such an important component in this process.
