Minneapolis and Austin are the models of making housing more affordable.
Talk Your Book: Why We Don’t Build Enough Houses
On today’s show, we are joined by Coby Lefkowitz, Partner at Backyard to discuss why homebuilding has slowed, why building houses has become such a complex process, thoughts on start-up cities, Private Equity is not buying up all single family units, solutions to the housing crisis, and much more!
The Automatic Investing Revolution
How the 401k plan is impacting the stock market and beyond.
Why I Remain Bullish on the United States of America
USA! USA! USA!
Animal Spirits: Living Paycheck-to-Paycheck
On today’s show we discuss U.S. domination of the world stock market, how credit spreads work, how the 401k revolution changed the stock market, Americans are rich, an economic slowdown is here, the U.S. labor force is huge, everyone wants to travel, the $5 meal deal inflation indicator and much more.
How Bull Markets Work
How volatility works in bull and bear markets.
Talk Your Book: Income Outcome Investing
On today’s show, we are joined by Hamilton Reiner, Managing Director, Portfolio Manager, and Head of US Equity Derivatives at JPM Asset Management to discuss active strategies combined with option overlays, why limiting outcomes improves investor experience, how J.P. Morgan constructs option strategies, how volatility affects yield for income strategies, and much more!
The U.S. Real Estate Market in Charts
An update on housing data.
Is Europe a Buy Here?
The contrarian case for Europe.
Is the Small Cap Premium Dead?
Are small cap stocks dead money?