On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director of Schafer Cullen Capital Management to discuss:
– China’s affect on Emerging Markets
– Avoiding value-traps in EM
– Strong macro trends in India
– Passive vs. active management in Emerging Markets, and much more!
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The Difference Between Market Timing & Risk Management
Some thoughts on how and when to make changes to your portfolio.
Animal Spirits: The Never-Ending Travel Boom
On today’s show, we discuss:
– Inflation helping corporate profits
– What’s going on with chocolate
– Airport traffic hitting all-time highs
– The new Robinhood credit card
– The downfall of Jack Daniels, and much more!
Talk Your Book: Preserving Your Capital
On today’s show, we are joined again by Jason Barsema, Co-Founder and President of Halo Investing to discuss:
– Investing in notes structured around single stocks
– The difference between hard and soft protection
– What the Catapult Note is
– Halos annuity and annuity servicing capabilities for advisors, and much more!
What About 60/30/10 Instead of 60/40?
Some thoughts on holding 10% of your portfolio in cash.
Animal Spirits: The Roaring Twenties
On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!
Are We Living in The Roaring 20s?
Making the case for the Roaring 2020s.
Talk Your Book: Finding a Bottom in China
On today’s show, we are joined again by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss:
– An economic update on China
– China’s buyer of last resort
– What happened in Chinese real estate, and much more!
Will There be a Fee War in the Housing Market?
How will the new realtor commissions impact the housing market?
Are Index Funds Propping Up the Stock Market?
A historical comparison of returns and valuations for large caps, mid caps and small caps.