On today’s show, we discuss regional bank failures, confidence in the Fed, international diversification, the V-shaped recovery in the labor market, vibes vs. data in the economy, the best company in the world, middle age, and much more!
Why should I invest in international stocks?
The Federal Reserve has less control over inflation and the labor market than you think.
Is the stock market too concentrated at the top?
How to be patient when investing in the stock market.
On today’s show, we discuss never shorting junk food, a purgatory market, why spending isn’t slowing down, our first mortgage rates, the First Republic takeover, and much more!
A historical look at valuations by interest rate and inflation levels.
On today’s show, we are joined by Thomas Majewski, Founder and Managing Partner of Eagle Point Credit Management to discuss what a CLO is, the differences between a CLO and a CDO, the 2023 banking crisis, and much more!
How Jerry Seinfeld’s jokes relate to investing.
We need more kids playing sports.
