On today’s show we discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects on the economy, fake headlines moving markets, cabanas are getting out of control, the White Lotus finale, and much more!
How trend-following works in a downtrending market.
On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance, what policies have led to international performance, avoiding/concentrating into different countries, how the US Dollar affects international investments, and much more!
How bad could the Tariff Tantrum get in the stock market?
Widespread tariffs have never worked in America.
Are politics causing people to change their portfolios?
On today’s show we talk about auto tariffs, binary outcomes on Liberation Day, rising uncertainty, why household debt is going to rise, the Mag 7 bear market, why isn’t the stock market down more, the pros and cons of buffered ETFs, the bottom 50%, PE in 401k plans, a diverging housing market and much more.
How the upper, middle and lower class has changed over time.
On today’s show we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management and Bill Sokol, VP and Director of Product Management to discuss what a CLO is, how the portfolio is constructed, the possible risks with CLOs, why spreads have remained so low in 2025, performance during recessions, and much more!
How to get ahead in your career.
