It’s hard to be greedy when others are fearful.
What If This Time is Different For the Stock Market?
Animal Spirits: The Biggest Rug Pull of Our Lives
On today’s show, we discuss:
– Why so many people hate this economy
– Anecdotes vs. data
– A depression in the mortgage industry
– The good news about falling stock prices
– Small caps look cheap
– Consumers need a recession, and much more!
Complacency in the U.S. Economy
Recessions don’t happen nearly as often as they used to. Maybe we’ve become complacent about econmic volatility.
Talk Your Book: Investing in Luxury
On today’s show, we are joined by Brendan Ahern, CIO of Kraneshares to discuss:
– The creation of Kraneshares Luxury ETF
– Demographic trends and utilizing the wealth affect
– Challenges in investing in international markets
– Luxury dynamics in a recession, and much more!
How Much is a 3% Mortgage Worth?
Consider yourself lucky if you locked in a low price and mortgage rate on your house.
The Crash Callers Won’t Save You
Revisiting some predictions from Henry Blodget and John Hussman about a stock market crash.
What Returns Should You Expect in the Stock Market?
How to think about future returns in the stock market.
Animal Spirits: Higher For Longer
On today’s show, we discuss:
– Higher growth and higher rates vs. lower growth and lower rates
– Why there is so much focus on 60/40 portfolios
– Bears vs. doomers
– The annoyance economy
– Why no one is happy about the economy right now (or ever)
– A record jump in net worth
– Renting vs. buying, and much more!
Did the Baby Boomers Ruin the Housing Market?
Four reasons the housing market is such a mess right now.
Talk Your Book: Equities With Guardrails
On today’s show, we had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management back on the show to discuss:
– How hedging ladders provide downside protection
– The goal of the HELO ETF
– Hedged equity strategies vs traditional 60/40 portfolios
– The impact of volatility on the strategy, and much more!
