Animal Spirits: The Biggest Rug Pull of Our Lives

On today’s show, we discuss:
– Why so many people hate this economy
– Anecdotes vs. data
– A depression in the mortgage industry
– The good news about falling stock prices
– Small caps look cheap
– Consumers need a recession, and much more!

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!

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!