Animal Spirits: The Yeah But Bull Market

On today’s show, we discuss:
– Why the stock market isn’t down more
– Why the price of oil isn’t up more
– Improvements in investor behavior
– The auto insurance crisis
– Why home insurance is rising
– Why rich people don’t feel rich
– Millennials and Boomers powering the economy
– Higher for longer mortgage rates
– Customer service nightmares, and much more!

Talk Your Book: Diversifying Away From the Magnificent 7

On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss:
– Flows into bullish and bearish levered funds
– Diversifying away from large-cap tech
– Utilizing the Nasdaq equal-weight ETF
– The appropriate time period to hold leveraged products, and much more!

Animal Spirits: Enjoy the Bull Market While it Lasts

On today’s show, we discuss:
– How we prioritize our spending
– 1987 vs. the Covid crash
– Crazy index fund flows
– Stock market concentration
– Panic about government debt
– The tech recession in California
– Will Millennials move to Florida in retirement
– The most streamed shows, and much more!

Talk Your Book: Emerging Market Fundamentals

On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director of Schafer Cullen Capital Management to discuss:
– China’s affect on Emerging Markets
– Avoiding value-traps in EM
– Strong macro trends in India
– Passive vs. active management in Emerging Markets, and much more!