Animal Spirits: People Love to Complain

On today’s show, we discuss:
– The Feds victory over inflation
– What Americans get wrong about inflation
– The price of iPhones is actually going down
– When we get the first Fed rate cut
– The rising unemployment rate
– Housing prices vs. recessions
– Netflix movies
– Vests are overrated, and much more!

Talk Your Book: Bitcoin Fundamentals

On today’s show, we are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to discuss:
– Fundamental reasons Bitcoin is outperforming in 2023
– Illiquid Bitcoin values and supply/demand affects on digital assets
– What Ethereum’s different layers represent, and much more!

Yield Sells

Money market funds are one of the most important investment innovations of the past 50 years.

Animal Spirits: Finally, A Slowdown

On today’s show, we discuss:
– The cooling labor market
– Why the 60/40 portfolio looks more attractive now
– Why the Fed is in a tough spot
– Why everyone hates this economy
– How to become a millionaire
– Realtor commissions
– Reclining your seat on a plane, and much more!

Talk Your Book: Betting on Duration

On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!