Animal Spirits: A Healthy Pullback

On today’s show, we discuss:
– Why the stock market needed a correction
– Why the 1990s is an outlier (in more ways than one)
– Economic growth is a policy choice
– Gen Z is doing better than you think
– Living in the U.S. vs. Europe
– The number of households with a paid off mortgage
– The renovation boom, and much more!

Talk Your Book: The Bull Case for India

On today’s show, we are joined by Anupam Ghose, Managing Partner at System Two Advisors to discuss:
– Why the China story is different than the India of today
– India’s macro tailwinds
– How GDP growth translates to higher stock prices
– Risks involved when investing in India, and much more!

Animal Spirits: The Yeah But Bull Market

On today’s show, we discuss:
– Why the stock market isn’t down more
– Why the price of oil isn’t up more
– Improvements in investor behavior
– The auto insurance crisis
– Why home insurance is rising
– Why rich people don’t feel rich
– Millennials and Boomers powering the economy
– Higher for longer mortgage rates
– Customer service nightmares, and much more!

Talk Your Book: Diversifying Away From the Magnificent 7

On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss:
– Flows into bullish and bearish levered funds
– Diversifying away from large-cap tech
– Utilizing the Nasdaq equal-weight ETF
– The appropriate time period to hold leveraged products, and much more!