What I’ve learned from giving speeches and presentations over the years.
Some Things I’ve Learned About Public Speaking
Talk Your Book: The Mount Rushmore of ETFs
On today’s show, we are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss:
– The creation of the Nasdaq 100
– Where the QQQ ticker comes from
– The Nasdaq 100 special rebalance in 2023, and much more!
So Much Money Everywhere
Why do asset prices keep moving higher?
Inflation at the Grocery Store
Why everyone is so angry about grocery store prices.
Retirement Planning in your 20s, 30s and 40s
Answering a handful of questions about retirement planning at various stages of life.
Animal Spirits: The Richest Country in the World
On today’s show, we discuss:
– One of the most resilient stock rallies ever
– Money market funds vs. crypto
– Americans are rich
– The stock market has always been concentrated
– Inflation at the grocery store
– The biggest reason the Fed needs to cut rates
– Some good news for first-time homebuyers, and much more.
Long-Term Recency Bias
Some thoughts on owning international stocks (or any strategy that’s underperforming).
Talk Your Book: The Bitcoin Halving
On today’s show, we are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss:
– The new Bitcoin ETFs
– How much news is priced into Bitcoin price
– What the Bitcoin halving is
– How crypto and macro economics fit together
– Institutional adoption of Bitcoin, and much more!
20 Lessons From 20 Years of Managing Money
Some stuff I’ve learned over the years.
Demographics Rules Everything Around Me
How some of the biggest demographic trends are impacting markets & the economy.
