On today’s show, we are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss:
– Reasons for the valuation discrepancies between international stocks and US stocks
– How the dollar affects international investments
– Understanding cultural differences when investing outside the US
– Position sizing within a concentrated portfolio, and much more!

On today’s show, we discuss:
– Mission accomplished from the Fed
– What comes after a soft landing
– New highs in the stock market
– Small caps breaking out
– The best thing we’ve built in America
– More people own stocks than ever
– The economic chart of the year
– The best movie of the 2020s (so far), and much more!

On today’s show, we are joined by Marco Hanig, Managing and Founding Principal of Alternative Fund Advisors and former Principal at AQR to discuss:
– The basics to Private Credit
– The differences between a loan and a bond
– Why Private Credit is earning a premium yield, and much more!