On todays show, we discuss:
– Higher for longer
– Soft landings
– Why nothing has broken yet in the economy
– Where the housing bubbles are
– Why its harder than ever to outperform the market
– Gambling vs. day trading
– NFTs are worthless, and much more!
Where the Housing Bubbles Are
Why the U.S. is not in another housing bubble but other countries cannot make the same claim.
Talk Your Book: Where Leverage Comes From
On today’s show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss:
– How leverage is created within leveraged ETFs
– Why leveraged ETFs should not be held long-term
– Investing in China
– Using ETF flows as a trading signal
– Direxions tactical commodity ETF
– Diversifying Nasdaq exposure with equal weight ETFs, and much more!
24 Things I Believe About Investing
A list of my investment beliefs.
How to Outperform
What the fishing industry in India can teach us about outperforming the stock market.
Renting vs. Buying: When You Shouldn’t Buy a House
Renting vs. buying a house in the Bay Area.
Animal Spirits: Americans Love Borrowing Money
On today’s show, we discuss:
– Future Proof
– How markets have changed over the past 70 years
– Why allocations to stocks are higher than they were in the past
– Small caps vs. large caps
– Trading options vs. gambling on sports
– Why people spend more money then they earn
– Why the vibes are off in the economy
– Starter homes, and much more!
How Individual Retirement Accounts Changed the Stock Market Forever
How IRAs changed the markets forever.
Talk Your Book: Customizing Alternatives
On today’s show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss:
– Wealth managers vs. institutions investing in alternatives
– How advisors are utilizing GLASfunds
– Investing in alts in a rising-rate environment
– How private investments could be improved, and much more!
How Rich Are American Households?
A detailed look at hosuehold balance sheets from assets to liabilities.