On today’s show, we talk about:
– Losing a family pet
– The S&P 500 is not the economy
– Everything is up this year
– The stock market is NOT a casino
– Wages are cumulative just like inflation
– Consumers keep consuming
– ETH ETF’s
– The Ben Carlson streaming bundle, and more.
Dave Portnoy thinks the stock market is rigged.
On today’s show, we are joined by Alex Morris, President and Chief Investment Officer of F/m Investments to discuss
– What duration, maturity, and convexity mean to a bond
– The psychology of bond bear markets
– Why TIPS did not perform as expected in 2022
– Differences between yield to maturity and the 30-day SEC yield, and much more!
Some charts on inflation, generational income, generational wealth and oild production.
Stock market returns are random.
Hedging against geopolitical risk.
On today’s show, we discuss:
– Pullbacks in bull markets
– The legend of Jim Simons
– If 401k’s were a mistake
– What a car says about its driver
– Hotel movies vs airplane movies, and much more!
Why diversification is a survival strategy but also an agressive one.
On today’s show, we spoke with Matt Kaufman, SVP and Head of ETFs at Calamos Investments to discuss:
– Why embedding options within ETF wrappers has gotten so popular
– How Calamos structures protection ETFs
– Why timing can matter with structured protection ETFs
– Demographic tailwinds for structured protection products, and much more!
Some questions I have based on current demographic trends.
