On today’s show, we are joined by Joe Mallen, CIO of Helios to discuss what he’s hearing from advisors in this environment, insourced vs outsourced CIOs, bond and equity attractiveness going forward, and much more!
Talk Your Book: Insourced CIO
Some Thoughts About Investing
Some random thoughts about markets and investing I’ve been thinking about lately: The fear of missing out and the joy of missing out are two sides of the same coin. In bull markets, you feel like an idiot for not going all-in on the highest of high fliers. In bear markets, that FOMO quickly turns…
What Happens If Housing Prices Fall 20%?
Nationwide price declines in the housing market are relatively rare. Since 1987, there have been just three times when the Case-Shiller National Home Price Index has been in a state of drawdown: The first was in the early-1990s when housing prices fell a little more than 2% nationally. Then you have the housing crash at…
What Is the Bond Market Saying About the Economy?
Is the bond market a reliable indicator of the economy?
Animal Spirits: A Bear Market in Housing
On today’s show, we discuss continued strength in the labor market, sticky high inflation, why the market isn’t listening to the Fed anymore, the case for a 20% decline in housing prices, why Netflix rules streaming, sending back a drink at the bar, and much more.
Don’t Try to Get Rich Twice
Building wealth vs. conserving wealth.
Talk Your Book: An Update on Private Markets
On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to discuss timing private markets, how valuations have held up in private markets, an update on venture capital, and much more!
This Year Could Have Been Worse For Investors
2022 hasn’t been great for investors but it could have been a lot worse.
Some Thoughts on Active vs. Passive, Bear Markets vs. Recessions, Inverted Yield Curves & Holiday Weight Gain
Some thoughts on some charts.
Is Real Estate a Better Investment Than the Stock Market?
The pros & cons of owning rental properties.
