Good advice vs. effective advice.
Financial Advice That Doesn’t Work Anymore
Private Equity is Coming to a 401k Plan Near You
Financial advisors and 401k plans are going to see more private investments in the years ahead.
I’m Coming to Chicago
We’re doing a live podcast and meeting with prospects on June 2-3 in Chicago.
Animal Spirits: There Will Never Be Another Warren Buffett
On today’s show we discuss Warren Buffett’s legacy, no one can guess where the market is going, a 9 day win streak for stocks, Americans love to buy the dip, the next recession is going to be wild, Wall Street is very bearish, retail is bullish, Bitcoin didn’t decouple yet, a housing market slowdown, the benefits of drinking and more.
Warren Buffett on Time Horizons
Some of my favorite Warren Buffett quotes about investing for the long-run.
Talk Your Book: The CLO Playbook
On today’s show, we are joined by Shiloh Bates, Partner and CIO of Flat Rock Global to discuss the relationship between income and volatility, how CLOs perform during recessions, what CLO equity is, what happens when loans default, characteristics to look at for CLO managers, and much more!
Financial Context Required
A story about Quentin Tarantino and what it says about financial decisions.
When Does Housing Become THE Issue?
Why isn’t housing a bigger political priority?
The U.S. Dollar vs. Your Portfolio
How the dollar’s movements impacts the returns of various asset classes.
Animal Spirits: The Most Confusing Rally of All Time
On today’s show, we discuss a wild month of stock market performance, bear market rallies, a shift in tariffs, Amazon fighting back, an update on earnings, thoughts on conferences, a new Netflix recommendation, and much more.
