Talk Your Book: The “Tech Heavy” Nasdaq

On today’s show, we are live from the Exchange ETF conference in Miami with Phil Mackintosh, Chief Economist and Senior Vice President at Nasdaq to discuss where interest rates may go this year, if we’re in a recession, IPO performance, and much more!

Trade-Offs in The Economy, Markets & Life

Three thoughts on the trade-offs involved in the economy, markets and life: 1. There is no such thing as a perfect economy. This was the general environment for the 2010s: Low GDP growth Low inflation Stagnating wages A slow labor market High(ish) unemployment rate 0% interest rates A booming stock market This is the post-pandemic…

Talk Your Book: Investing in Quality Growth

On today’s show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss how return on equity works, dealing with changing moats, setting expectations for returns, and much more!