Why money doesn’t make you content.
The Perfect Level of Wealth
The Advisor Cheat Code
My talk with Fred Barstein about how financial advisors can become more profitable.
Is This a Bubble?
A deep dive with some help from Howard Marks on bubble talk in the markets.
Does Buy the Dip Work?
A closer look at the pros and cons of a buy the dip strategy.
Animal Spirits: Your Budget Sucks
On today’s show we discuss Future Proof Citywide in Miami, the DeepSeek rug pull on Nvidia, what this means for the Mag 7 stocks, the most beloved bear market of all-time, Howard Marks on why this isn’t a bubble (yet), hedge fund fees, leveraged ETFs, the price of eggs, hiring a private chef, a young couple’s monthly budget in Brooklyn and more.
Some Things I’m Never Going To Do
Some thoughts on AI and a bunch of other stuff.
Talk Your Book: The Private Credit Opportunity Set
On today’s show, we are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss valuations in the VC market, what advisors should be asking about when investing in this space, issues with crowding within the private credit space, and much more!
Margin of Too Much Safety
Why Seth Klarman has underperformed.
CFA vs. CFP
A deep dive into the difference between getting your CFA and CFP designations.
Is It Time To Lock in 5% Yields?
What’s the best way to lock in 5% bond yields?
