On today’s show we discuss recession hypotheticals, all-time highs in the stock market, the death of the permabear, international outperformance, a crashing dollar, the automatic investing revolution, yield magicians, fast food price inflation, AI vs. financial advisors, the potential for a housing market correction and more.
How financial advisors can help their clients spend more money.
On today’s show, we are joined by Scott Litman, Portfolio Manager at GCM Grosvenor to discuss types of infrastructure investments, revenue drivers within infrastructure, the risk/return profile for infrastructure investments, thoughts around liquidity, and much more!
4 ways to spend more money.
It’s really expensive to own a vehicle these days.
Some thoughts on how young people can build wealth.
On today’s show we discuss why investors are ignoring scary headlines, war vs. the stock market, a slowdown in the labor market, not every bad thing is a crisis, all stock markets are concentrated, it’s getting more expensive to own a car, Mark Zuckerberg is desperate, the stablecoin opportunity set, baby boomers are never selling their houses and more.
Baby boomers don’t want to sell their homes.
On today’s show, we are joined by Sean O’Hara, Director at Pacer Financial and President at Pacer ETFs to discuss why free cash flow is important, how the index is constructed, how momentum works, valuations within growth stocks, and much more!
Markets are volatile but just keep going up.
