What’s the right asset allocation for a $10+ million portfolio?
Animal Spirits: The Consumer is Slowing Down
On today’s show, we discuss:
– What happens if the AI bubble bursts
– 200 years of stock market concentration
– How to find lower insurance premiums
– The bottom 50%
– The fentanyl of private markets
– Assets and debts across generations
– Middle age conversation starters, and more.
The Minsky Market
Preparing for a downturn in the stock market.
Talk Your Book: Supply and Demand Always Wins
On today’s show we are joined by Sal Gilbertie, CEO of Teucrium to discuss:
– The cost of production and commodities
– How inflation affects the cost of production
– How investors are utilizing Teucrium products
– What’s going on in cocoa, and much more!
America’s Piggy Banks Are Full
Some thoughts on home equity, money market funds, CDs, T-bills and cash in checking accounts.
Stock Market & Home Ownership Rates
It’s never been easier to buy stocks or harder to buy a house.
How to Start a Newsletter
Some thoughts on producing content as a financial advisor.
The Relationship Between Wages & Inflation
A historical look at wage growth vs. inflation in the United States.
Animal Spirits: Has the World Gone Crazy?
On today’s show, we discuss:
– The great Bill Walton
– How many people own stocks and houses in America
– How the internet and outrage culture broke surveys
– 401k millionaires
– What inflation means now
– The Home Alone house is on the market
– The best personal finance traits, and more!
When Life Forces Your Hand
You make plans and your financial plan laughs.