Animal Spirits: Things Are Getting Stupid Again

On today’s show, we talk about:
– Why the markets continue moving higher
– Why buy and hold is the best (and worst) strategy
– How 401ks impact the stock market
– Billionaires can’t complain about inflation
– Consumers keep consuming
– Th richest generation in history
– Crypto just won’t die
– Why we keep seeing so many booms & busts
– The best new shows of 2024, and much more.

Talk Your Book: Private Investing for Fiduciaries

On today’s show, we are joined by Jacob Miller, Co-Founder of Opto Investments to discuss:
– How difficult it is for RIAs to get private market exposure
– The growth of private credit, and why that may be an issue
– Opto’s screening process for private investments, and much more!

Animal Spirits: Now Show Japan

On today’s show, we discuss:
– Where to stay in the Florida Keys
– The Eli Manning podcast
– The market needs a healthy correction
– Japanese equities making a come back
– Good news for homebuyers
– The new Costner trailer, and much more!

Talk Your Book: Investing for Income

On today’s show, we are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss:
– Asset allocation decisions within multi-asset funds
– How rate changes affect portfolio yield
– Investors overallocation to cash
– Understanding convertible bonds, and much more!