On today’s show, we discuss:
– Concentration risk in the US stock market
– Economic dominance from the United States
– When the Fed will cut rates
– Competing takes on the Apple Vision Pro
– Macro is hard
– Wage growth won’t quit
– Why there are so many realtors
– Another investing book from Tony Robbins, and much more!
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Talk Your Book: Investing in Infrastructure
On today’s show, we are joined again by Bob Long, CEO of StepStone to discuss:
– What investments StepStone is making within Infrastructure
– How liquidity works with infrastructure investments
– The inner workings of interval funds, StepStones fees, and much more!
How Much is That $70,000 Truck Costing You?
Why housing and transportation are by far your most important expenses.
Animal Spirits: Gen Z is on Fire
On today’s show, we discuss:
– The types of people you see on every flight in America
– Why new highs in the stock market are perfectly normal
– Why the Fed should cut rates even in a strong economy
– This is more like the 1990s than the 1970s
– Young people are wealthier than you think
– The biggest story about the economy no one is talking about, and much more!
Talk Your Book: What’s Going on in the Bond Market?
On today’s show, we are joined again by Alex Morris, CIO of F/m Investments to discuss:
– 2024 rate cut possibilities
– The difficulty of forecasting, and why everyone got 2023 so wrong
– Utilizing spreads as a forecasting tool
– Why solving for corporate duration can be a useful risk management tool, and much more!
Can You Live On Dividends From Your Portfolio?
A short history of dividends on the U.S. stock market and what it means for retirement planning.
Animal Spirits: New All-Time Highs
On today’s show, we discuss:
– The average length of bull and bear markets
– What’s up with Small Cap stocks
– $8.8T in cash
– No show China
– The vibesession is over
– The softening labor market
– Airline credit cards
– 0% rate loans
– The Bitcoin ETF, and much more!
Talk Your Book: Live at FARMCON
On today’s show, we are live at FARMCON to discuss:
– The macro economy and inflation in 2023 and 2024
– Commodity trading with legendary trader Andy Daniels
– How behavioral finance affects investment decisions, and much more!
Animal Spirits: The Cash-Returning Machine
On today’s show, we discuss:
– Setting return expectations moving forward
– US Large Cap stocks generating a ton of cash
– A bear market in used cars
– An update on Bitcoin ETFs
– Great Quarter Guys
– Driving in a blizzard, and much more!
Talk Your Book: Building Portfolios with AI
On today’s show, we are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss:
– The experience of a diversified investor in 2023
– Utilizing AI to build portfolios for advisors
– Helios’ latest trading service offering, and much more!
