On today’s show, we spoke with Matt Middleton, Founder and CEO of Future Proof to discuss changes and updates to Future Proof 2024, breakthru meetings and experiences, the updated fintech demo alley, who should attend Future Proof, Third Eye Blind, and much more!
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The Best Investment I Ever Made (the Pros & Cons of Owning a Vacation Home)
Some thoughts about out experience owning a second home.
Animal Spirits: Fast Food Inflation
On today’s show, we discuss the two types of Fed rate cuts, a positive outcome from high inflation, the stock market was right again, the number of millionaires worldwide, Wingstop vs. Chipotle, how many renters could afford to buy a home, how much it costs to build a new house, why private markets aren’t in a bubble, Kevin Bacon movies and much more.
Talk Your Book: Trend Following with Eric Crittenden
On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss adjusting for bias within data analysis, defining holding periods for trend following strategies, multi-asset strategies vs managed futures, simplifying the trading process when trend following, and much more!
The Stock Market Never Changes
Whatever happens in the stock market today has happened before and will happen again.
How Much Money You Need For Retirement
Helping some readers figure out how much is enough for retirement planning purposes.
Animal Spirits: Buying a House at the Top of the Market
On today’s show, we discuss why the stock market never really changes, why this is the hardest it’s ever been to beat the market, the travel boom rolls on, Boomers are having fun in retirement, young people are making money, the economy is slowing, Bitcoin ETFs are like 401k plans, people love guaranteed income, the new season of The Bear and much more.
Talk Your Book: Public and Private Market Credit Opportunities
On today’s show, we are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital’s Credit Opportunities Strategy to discuss how interval funds work, navigating interest rate increases within your bond allocation, how Polen Capital is actively managing bonds, the biggest risk to high yield bonds, how Polen Capital values businesses, thoughts on why spreads have remained tight, and much more!
Why Don’t We Build More Housing?
Minneapolis and Austin are the models of making housing more affordable.
Talk Your Book: Why We Don’t Build Enough Houses
On today’s show, we are joined by Coby Lefkowitz, Partner at Backyard to discuss why homebuilding has slowed, why building houses has become such a complex process, thoughts on start-up cities, Private Equity is not buying up all single family units, solutions to the housing crisis, and much more!