On today’s show, we are joined again by Jason Barsema, Co-Founder and President of Halo Investing to discuss:
– Investing in notes structured around single stocks
– The difference between hard and soft protection
– What the Catapult Note is
– Halos annuity and annuity servicing capabilities for advisors, and much more!
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What About 60/30/10 Instead of 60/40?
Some thoughts on holding 10% of your portfolio in cash.
Animal Spirits: The Roaring Twenties
On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!
Are We Living in The Roaring 20s?
Making the case for the Roaring 2020s.
Talk Your Book: Finding a Bottom in China
On today’s show, we are joined again by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss:
– An economic update on China
– China’s buyer of last resort
– What happened in Chinese real estate, and much more!
Will There be a Fee War in the Housing Market?
How will the new realtor commissions impact the housing market?
Are Index Funds Propping Up the Stock Market?
A historical comparison of returns and valuations for large caps, mid caps and small caps.
Animal Spirits: This is a Good Thing
On today’s show, we discuss:
– Thoughts on Italy
– Consumers wall of cash
– Inflation at the grocery store
– Real estate agent commissions in trouble
– The best airplane movie of all time
– Thoughts on Dune 2, and much more!
Talk Your Book: The Mount Rushmore of ETFs
On today’s show, we are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss:
– The creation of the Nasdaq 100
– Where the QQQ ticker comes from
– The Nasdaq 100 special rebalance in 2023, and much more!
Retirement Planning in your 20s, 30s and 40s
Answering a handful of questions about retirement planning at various stages of life.