Portfolio management with individual stocks is harder.
Stock Picking is Not the Same Thing as Portfolio Management
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?
Macro is Hard
If Jerome Powell and Paul Tudor Jones can’t forecast the economy why would you?
All-Time Highs in the Stock Market are Usually Followed by More All-Time Highs
How to think about investing at all-time highs.
Animal Spirits: The Holy Grail of Investing
On today’s show, we discuss:
– Concentration risk in the US stock market
– Economic dominance from the United States
– When the Fed will cut rates
– Competing takes on the Apple Vision Pro
– Macro is hard
– Wage growth won’t quit
– Why there are so many realtors
– Another investing book from Tony Robbins, and much more!
Vision Pro: Bullish For Apple, Bearish for Society
My thoughts on the Apple Vision Pro.
