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.

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!

Animal Spirits: Who Owns the Stock Market?

On today’s show, we discuss the biggest difference between bull and bear markets, cyclical vs. secular bull markets, what’s wrong with Europe, Gen Z is obsessed with the stock market, spending on concerts, everyone is moving to the south, how the Fed can help the housing market, when to honk your horn, spending on groceries and much more.

Talk Your Book: Growth Stock Concentration

On today’s show, we are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the index, how interest rates affect valuation, and much more!