Don’t underestimate the power of compounding over the decades.
Animal Spirits: The Worst Bear Market Ever
On today’s show, we discuss:
– Why long term bond yields are rising
– The worst bond market sell-off in history
– When good news is bad news for the economy
– Continued strength in the labor market
– Boomers are holding up the economy
– Michael Lewis book review
– Why Millennials are more prepared for retirement, and much more!
The Difference Between Stocks & Bonds
Are bonds cometition for stocks with yields so much higher?
Talk Your Book: Investing in Music
On today’s show, we spoke with David Schulhof, Founder and CEO of MUSQ to discuss:
– What the $MUSQ ETF is comprised of
– How the music industry is mispriced
– The affect Taylor Swift is having on the economy
– How music can be changed with AI and blockchain, and much more!
Don’t Just Look at the Results
How many Marvel superheroes take steroids?
Why Are Interest Rates Spiking?
Some theories about the crazy move in bond yields.
Experts vs. Amateurs
Are long bonds the most obvious trade in the markets right now?
Animal Spirits: Yolo Spenders
On today’s show, we discuss:
– Crazy moves in US Treasuries
– How prepared the consumer is for a recession
– More positive data on inflation
– Michael Lewis and the SBF situation
– Dark meat chicken
– The best 80s movies, and much more!
Higher For Longer vs. the Stock Market
How the stock market has fared in the past from various interest rate and inflation levels.
Talk Your Book: Compounding Machine
On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss:
– The creation and use of trend following
– Market changes over time
– Understanding what investors need vs. what they want
– Utilizing a mutual fund wrapper instead of an ETF, and much more!