On today’s show, we discuss:
– The Feds victory over inflation
– What Americans get wrong about inflation
– The price of iPhones is actually going down
– When we get the first Fed rate cut
– The rising unemployment rate
– Housing prices vs. recessions
– Netflix movies
– Vests are overrated, and much more!
Inflation is the Lesser of Two Evils
Inflation is the lesser of two evils.
Talk Your Book: Bitcoin Fundamentals
On today’s show, we are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to discuss:
– Fundamental reasons Bitcoin is outperforming in 2023
– Illiquid Bitcoin values and supply/demand affects on digital assets
– What Ethereum’s different layers represent, and much more!
Will Housing Prices Fall During the Next Recession?
A historical look at hosing prices vs. recessions.
Yield Sells
Money market funds are one of the most important investment innovations of the past 50 years.
A Short History of the 60/40 Portfolio
Why does the financial media hate the 60/40 portfolio so much?
Animal Spirits: Finally, A Slowdown
On today’s show, we discuss:
– The cooling labor market
– Why the 60/40 portfolio looks more attractive now
– Why the Fed is in a tough spot
– Why everyone hates this economy
– How to become a millionaire
– Realtor commissions
– Reclining your seat on a plane, and much more!
Seeing Both Sides of the U.S. Economy
Cognitive dissonance in the economic discourse.
Talk Your Book: Betting on Duration
On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!
How to Become a Millionaire
Building wealth slowly works.