Talk Your Book: How Private Credit Works

On today’s show, we are joined by Phil Bauer, SVP and Portfolio Specialist at Calamos Investments to discuss how private credit differs from high yield, intricacies around specialty finance lending, opportunities in commercial real estate lending, and much more!

Animal Spirits: The Tariff Tantrum

On today’s show we discuss a healthy correction in the stock market, growth stocks getting slaughtered, bonds are working again, recession worries are back on the table, international stocks are outperforming, the slowing labor market, AGI is coming, millennials are going to be waiting for their inheritance, how Covid changed everything and much more.

Talk Your Book: A Better 60/40 Portfolio

On today’s show, we are joined by JD Gardner, CIO and Founder of Aptus Capital Advisors to discuss who Aptus is, shifting to riskier portfolios using options, using single stock options to hedge risk, misconceptions about option-based strategies, and much more!