Recessions don’t happen nearly as often as they used to. Maybe we’ve become complacent about econmic volatility.
Talk Your Book: Investing in Luxury
On today’s show, we are joined by Brendan Ahern, CIO of Kraneshares to discuss:
– The creation of Kraneshares Luxury ETF
– Demographic trends and utilizing the wealth affect
– Challenges in investing in international markets
– Luxury dynamics in a recession, and much more!
How Much is a 3% Mortgage Worth?
Consider yourself lucky if you locked in a low price and mortgage rate on your house.
The Crash Callers Won’t Save You
Revisiting some predictions from Henry Blodget and John Hussman about a stock market crash.
What Returns Should You Expect in the Stock Market?
How to think about future returns in the stock market.
Animal Spirits: Higher For Longer
On today’s show, we discuss:
– Higher growth and higher rates vs. lower growth and lower rates
– Why there is so much focus on 60/40 portfolios
– Bears vs. doomers
– The annoyance economy
– Why no one is happy about the economy right now (or ever)
– A record jump in net worth
– Renting vs. buying, and much more!
Did the Baby Boomers Ruin the Housing Market?
Four reasons the housing market is such a mess right now.
Talk Your Book: Equities With Guardrails
On today’s show, we had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management back on the show to discuss:
– How hedging ladders provide downside protection
– The goal of the HELO ETF
– Hedged equity strategies vs traditional 60/40 portfolios
– The impact of volatility on the strategy, and much more!
Americans Have Never Been Wealthier & No One is Happy
The median real net worth of American households was up 37% from 2019-2022.
Talk Your Book: The State of Venture Capital
On today’s show, we spoke with Samir Kaji, CEO, President, and Co-Founder of Allocate to discuss:
– What start-up prices look like today
– If the free money era is gone forever
– VC return dynamics and the power law, and much more!