A historical look at valuations by interest rate and inflation levels.
How Interest Rates & Inflation Impact Stock Market Valuations
Talk Your Book: CLOs – The Providers of Leverage
On today’s show, we are joined by Thomas Majewski, Founder and Managing Partner of Eagle Point Credit Management to discuss what a CLO is, the differences between a CLO and a CDO, the 2023 banking crisis, and much more!
Find the Torture You’re Comfortable With
How Jerry Seinfeld’s jokes relate to investing.
Some Thoughts on Youth Sports
We need more kids playing sports.
Are You Spending Too Much Money?
How to tell if you’re spending or saving too much.
Animal Spirits: Millennials Will Buy All the Stocks
On today’s show, we discuss what happens to stocks after a bad year, why foreign stocks are outperforming, why any recession should be mild, how millennials will impact stock market valuations, generational homeownership rates, and much more.
The Problem With Being House Rich
Housing prices are up a ton over the past 10 years.
Talk Your Book: Diversify Your Diversifiers
On today’s show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss how rising yields affect alternative strategies, Simplify’s interest rate hedge strategy, utilizing VIX strategies, and much more!
What Happens After a Bad Year in the Stock Market?
What happens after a double-digit down year for the stock market?
Demographics vs. Inflation
Will millennials and boomers put a floor under the inflation rate?
