Some theories about the crazy move in bond yields.
Why Are Interest Rates Spiking?
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!
How Prepared Are Consumers For a Recession?
An update on the state of the U.S. consumer.
Three Things Investment People Hate to Admit
There are three things people in the finance world hate to admit: I don’t know. I was wrong. I didn’t expect that to happen. A master-of-the-universe mentality is pervasive in finance because it’s a group of highly educated, competitive people. They see it as a sign of weakness if you admit you don’t know what’s…
The 3 Types of Jobs
Would you rather make a lot of money in a high-stress job or live out your dream job for lower pay?
Animal Spirits: House Poor
On todays show, we discuss:
– Higher for longer
– Soft landings
– Why nothing has broken yet in the economy
– Where the housing bubbles are
– Why its harder than ever to outperform the market
– Gambling vs. day trading
– NFTs are worthless, and much more!
Where the Housing Bubbles Are
Why the U.S. is not in another housing bubble but other countries cannot make the same claim.
