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!
The median real net worth of American households was up 37% from 2019-2022.
On today’s show, we spoke with Samir Kaji, CEO, President, and Co-Founder of Allocate to discuss:
– What start-up prices look like today
– If the free money era is gone forever
– VC return dynamics and the power law, and much more!
Good luck betting against America.
The best environment for investors just starting out buying stocks.
On today’s show, we discuss:
– Inflation coming down
– The continued strength of the US consumer
– Howard Marks on investing for a sea of change
– The risk-reward in bonds
– What would happen if the US government paid off its debts
– EMH in crypto
– The worst case scenario for the housing market, and much more.
Some lessons from the man who helped build Florida into a destination.
On today’s show, we are joined by Jason Anderson, NMLS# 243209, Regional Vice President of Northpointe Bank to discuss:
– The All-In-One Loan
– How interest rates affect home equity lines of credit
– Who this product may or may not benefit
– The dangers of financial engineering, and much more!
Why a housing market crash would be better than the alternative in the housing market.
A short history of bond bear markets.
