On today’s show, we discuss why it’s finally time for the Fed to cut rates, when valuations will matter again, the best hedges against an AI boom-bust cycle, what would cause housing prices to fall, no one moves anymore, how tragedy can provide some perspective on your finances, bull markets lead to lower crime rates, bad drivers, and much more!
Will Nvidia, Apple and Microsoft continue their dominant run of outperformance?
On today’s show, we are joined again by Bob Long, CEO of StepStone Private Wealth to discuss:
– The basics of private credit
– How the Dodd-Frank Act affected the banking industry
– What types of deals StepStone is pursuing
– Why private credit earns higher yields, and much more!
Why Roger Federer is like the stock market.
The importance of having friends on the job.
Tightwads and spendthrifts in retirement.
On today’s show, we discuss our trip to Charleston, slowing vs normalization of the economy, the loneliness of the American worker, Fed rate cuts, getting rich fast, degens trading options, car deals are coming back, the trust cost of home ownership, in defense of credit card reward hunting, the poor man’s Tom Cruise, and much more!
The markets don’t provide you high returns just because you need them.
On today’s show, we spoke with Chris Floyd, VP and Portfolio Manager for Franklin Templeton Investment Solutions to discuss:
– How rates affect high-dividend paying companies
– The low volatility aspect of the portfolio
– Utilizing REITs as an income driver
– Systematic approaches to screening out negative factors vs concentrating on positive factors, and much more!
A look at the risks in the bond market.
