On today’s show, we are joined by Kay Herr and Rick Figuly of JP Morgan’s Global Fixed Income, Currency, and Commodities Group to discuss:
– JP Morgan’s newest bond ETF offering
– Why JP Morgan chose the NYSE over other exchanges
– What a securitized bond is, and how they work
– Thoughts on interest rates, and much more!
How often does the stock market crash?
If Jerome Powell and Paul Tudor Jones can’t forecast the economy why would you?
How to think about investing at all-time highs.
On today’s show, we discuss:
– Concentration risk in the US stock market
– Economic dominance from the United States
– When the Fed will cut rates
– Competing takes on the Apple Vision Pro
– Macro is hard
– Wage growth won’t quit
– Why there are so many realtors
– Another investing book from Tony Robbins, and much more!
My thoughts on the Apple Vision Pro.
On today’s show, we are joined again by Bob Long, CEO of StepStone to discuss:
– What investments StepStone is making within Infrastructure
– How liquidity works with infrastructure investments
– The inner workings of interval funds, StepStones fees, and much more!
The U.S. economy is killing it.
One of the reasons the current housing market is so frustrating for homebuyers is how quickly things have changed. For years, housing prices were reasonable (in most places) while mortgage rates were low. Housing was affordable for most buyers. It’s not anymore. I updated the growth of housing prices and disposable income going back to…
Why housing and transportation are by far your most important expenses.
