On today’s show, we are joined again by Jason Barsema, Co-Founder and President of Halo Investing to discuss:
– Investing in notes structured around single stocks
– The difference between hard and soft protection
– What the Catapult Note is
– Halos annuity and annuity servicing capabilities for advisors, and much more!
The Most Important Concept in Finance
Some thoughts on Daniel Kahneman and loss aversion.
How Bad is Credit Card Usage in America?
A deep dive into credit card spending.
What About 60/30/10 Instead of 60/40?
Some thoughts on holding 10% of your portfolio in cash.
Animal Spirits: The Roaring Twenties
On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!
Are We Living in The Roaring 20s?
Making the case for the Roaring 2020s.
Talk Your Book: Finding a Bottom in China
On today’s show, we are joined again by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss:
– An economic update on China
– China’s buyer of last resort
– What happened in Chinese real estate, and much more!
How Bad is Wealth Inequality in America?
Last week I wrote about how the collective net worth of Americans is at a new all-time high. A reader asked a fair follow-up question: I’d be interested in seeing the concentration of that net worth though…I’m guessing it’s an inverted direction. Just because many households are richer than ever doesn’t mean all of them…
Will There be a Fee War in the Housing Market?
How will the new realtor commissions impact the housing market?
Are Index Funds Propping Up the Stock Market?
A historical comparison of returns and valuations for large caps, mid caps and small caps.