On today’s show, we discuss:
– The cooling labor market
– Why the 60/40 portfolio looks more attractive now
– Why the Fed is in a tough spot
– Why everyone hates this economy
– How to become a millionaire
– Realtor commissions
– Reclining your seat on a plane, and much more!
Cognitive dissonance in the economic discourse.
On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!
Building wealth slowly works.
Small cap stocks look cheap.
It’s hard to be greedy when others are fearful.
On today’s show, we discuss:
– Why so many people hate this economy
– Anecdotes vs. data
– A depression in the mortgage industry
– The good news about falling stock prices
– Small caps look cheap
– Consumers need a recession, and much more!
Recessions don’t happen nearly as often as they used to. Maybe we’ve become complacent about econmic volatility.
On today’s show, we are joined by Brendan Ahern, CIO of Kraneshares to discuss:
– The creation of Kraneshares Luxury ETF
– Demographic trends and utilizing the wealth affect
– Challenges in investing in international markets
– Luxury dynamics in a recession, and much more!
Consider yourself lucky if you locked in a low price and mortgage rate on your house.
