On today’s show, we discuss:
– The people you see on every vacation
– The cure for the loneliness epidemic
– The biggest driver of stock market returns
– The John Bogle expected returns formula
– The best returning stock might surprise you
– Bitcoin ETF flows
– Why there won’t be a baby boomer retirement crisis, and much more.
The Solution For Too Much Screen Time
My solution to the lonliness epidemic.
Talk Your Book: Putting a Floor on the Nasdaq 100
On today’s show, we are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss:
– Behavioral finance, and the popularity of defined outcome products during bull markets
– How equity floor ETFs work
– Innovators latest defined income ETF solutions, and much more!
What’s Driving the Stock Market Returns?
No the stock market isn’t being manipulated.
Stock Picking is Not the Same Thing as Portfolio Management
Portfolio management with individual stocks is harder.
When Should You Hire a Financial Advisor?
Why I’m bullish on the financial advice business in the years ahead.
Animal Spirits: Passive is Eating the Market
On today’s show, we discuss:
– Why McDonalds is getting more expensive
– The prospects for another bear market this year
– Fundamentals that drive stock returns
– Concentration in the S&P 500
– Nvidia vs. China
– Tail risk strategies
– Consumer credit
– Commercial real estate
– Youth sports, and more!
Is the U.S. Stock Market Too Concentrated?
Why I’m not all that worried about stock market concentration.
Talk Your Book: Talking Bonds at the New York Stock Exchange
On today’s show, we are joined by Kay Herr and Rick Figuly of JP Morgan’s Global Fixed Income, Currency, and Commodities Group to discuss:
– JP Morgan’s newest bond ETF offering
– Why JP Morgan chose the NYSE over other exchanges
– What a securitized bond is, and how they work
– Thoughts on interest rates, and much more!
How Often Do Bear Markets Occur?
How often does the stock market crash?