Diversification works most of the time but not all of the time.
What Happens to Bonds When Stocks Go Up?
Animal Spirits: Boomers vs. Millennials
On today’s show we discuss a history of stock market flash crashes, the end of the travel boom, why the economy is finally softening, how to predict a recession, how many households actually live paycheck to paycheck, the coming refi/HELOC boom, stock pick loss aversion, movie theaters aren’t dead yet and more.
How to Predict a Recession
How to predict a recession just like an economist.
Talk Your Book: Back to the Futures Market
On today’s show, we are joined by Jerry Prior III, COO & Senior Portfolio Manager of Mount Lucas Management to discuss what managed futures are, how portfolios can benefit from them, how managed futures are handling the Japan carry trade, diversification benefits of managed futures, the story of how the MLM Index was created, and much more!
Bonds Are Still a Hedge Against Bad Times in the Stock Market
Why bonds are still a great hedge again bad times in the stock market.
What’s the Bull Case For Housing?
Three things that could take housing prices even higher.
The Opportunity Cost of Market Timing in T-Bills
What to do if you’re holding T-bills and worried about lower rates from Fed Cuts
Animal Spirits: Flash Crash or Recession?
On today’s show, we discuss market mayhem, Japan’s 1987 crash moment, Jerome Powell’s legacy game at Jackson Hole, recession worries, the worst asset class for the next decade, the vibe shift on inflation, the Godfather of the 21st century and much more.
3 Thoughts About the Market Correction
Was that a flash crash or a harbinger of things to come?
Talk Your Book: The Housing Market with Mike Simonsen
On today’s Talk Your Book, we are joined by Mike Simonsen, Founder and President of real estate analytics firm Altos Research to discuss how easy to access real estate data has affected buyers, the effects rates have on buyers and sellers, a realistic scenario for a housing market correction, thoughts on the iBuyer phenomenon, and much more!
