New vs. existing home sales.
Animal Spirits: The Most Crowded Trade on Wall Street
On today’s show, we discuss:
– Mission accomplished from the Fed
– What comes after a soft landing
– New highs in the stock market
– Small caps breaking out
– The best thing we’ve built in America
– More people own stocks than ever
– The economic chart of the year
– The best movie of the 2020s (so far), and much more!
A Short History of Nasdaq 100 Returns
A deep dive into the historical performance of the Nasdaq 100.
Talk Your Book: What is Private Credit?
On today’s show, we are joined by Marco Hanig, Managing and Founding Principal of Alternative Fund Advisors and former Principal at AQR to discuss:
– The basics to Private Credit
– The differences between a loan and a bond
– Why Private Credit is earning a premium yield, and much more!
Staying the Course is Harder Than it Sounds
What it took to get back to all-time highs in stocks.
Rich Author, Poor Readers
Why are there so many permabears and doomers these days?
How Many Millionaires Are There?
How many millionaires reside in the United States?
Animal Spirits: Dunking on Doomers
On today’s episode, we discuss:
– Good news on the economy
– Why the stock market loves lower inflation
– Did Elon Musk help lower inflation
– Getting bullish on consumer sentiment
– Netflix won the streaming war
– Rich Dad/Poor Readers
– Timing the the housing market, and much more!
Could You Afford to Buy Your Own House Right Now?
Assume you had to put 20% down at current mortgage rates and price levels – could you afford to buy your own house?
Talk Your Book: The Companies Are Fine
On today’s show, we are joined by Alex Morris, CIO and President of F/m Investments to discuss:
– F/m Investments Opportunistic Income ETF
– Interest rate risk vs. credit risk
– Market cap weighting bonds
– Knowing when to sell a bond, and much more!