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Animal Spirits: This is a Good Thing

On today’s show, we discuss:
– Thoughts on Italy
– Consumers wall of cash
– Inflation at the grocery store
– Real estate agent commissions in trouble
– The best airplane movie of all time
– Thoughts on Dune 2, and much more!

Talk Your Book: The Mount Rushmore of ETFs

On today’s show, we are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss:
– The creation of the Nasdaq 100
– Where the QQQ ticker comes from
– The Nasdaq 100 special rebalance in 2023, and much more!

Animal Spirits: The Richest Country in the World

On today’s show, we discuss:
– One of the most resilient stock rallies ever
– Money market funds vs. crypto
– Americans are rich
– The stock market has always been concentrated
– Inflation at the grocery store
– The biggest reason the Fed needs to cut rates
– Some good news for first-time homebuyers, and much more.

Talk Your Book: The Bitcoin Halving

On today’s show, we are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss:
– The new Bitcoin ETFs
– How much news is priced into Bitcoin price
– What the Bitcoin halving is
– How crypto and macro economics fit together
– Institutional adoption of Bitcoin, and much more!

Animal Spirits: Things Are Getting Stupid Again

On today’s show, we talk about:
– Why the markets continue moving higher
– Why buy and hold is the best (and worst) strategy
– How 401ks impact the stock market
– Billionaires can’t complain about inflation
– Consumers keep consuming
– Th richest generation in history
– Crypto just won’t die
– Why we keep seeing so many booms & busts
– The best new shows of 2024, and much more.

Talk Your Book: Private Investing for Fiduciaries

On today’s show, we are joined by Jacob Miller, Co-Founder of Opto Investments to discuss:
– How difficult it is for RIAs to get private market exposure
– The growth of private credit, and why that may be an issue
– Opto’s screening process for private investments, and much more!