Should you care if your investment manager invests in their own strategies?
Should Your Investment Manager Have Skin in the Game?
Animal Spirits: The Market Cap of Taylor Swift
On today’s show we discuss:
– One of the best years ever for the Nasdaq 100
– People who want to see the financial system burn
– Getting back on trend with economic data
– What if housing prices were just undervalued before the pandemic
– Canada vs. Miami housing prices
– Why married people are happier, and much more!
The Bond Bear Market & Asset Allocation
How the bear market in bonds is forcing fixed income investors into rethinking their asset allocation.
Dollar Cost Averaging in a Bear Market Wins Again
Rethinking the way you look at investing in a bear market.
The 60/40 Portfolio is Alive & Well
A 60/40 portfolio is far from dead, even after a terrible year in 2022.
A Closer Look at Risk & Reward in Bonds Right Now
Yields have finally gotten to the point where bonds look attractive again.
Animal Spirits: Are You on Track For Retirement?
On Today’s Show we discuss:
– The outlook for the 60/40 portfolio
– Dollar cost averaging into a bear market
– The evolution of retirement
– The best age for making good financial decisions
– The Fed cannot fix the housing market
– How HGTV ruined housing prices
– Hedging climate change risk, and more!
The Evolution of Retirement
Why retirement is still a relatively new concept.
Talk Your Book: The Largest Active ETF
On today’s show, we had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss:
– How $JEPI is constructed
– How volatility affects yield
– Why $JEPI has been so popular, and much more!
Why Are Mortgage Rates So High?
Inflation is falling so why are mortgage rates still so high?
