Animal Spirits: Powell Wants You to Lose Your Job

On today’s show, we discuss is the Fed making a huge mistake, why it’s so difficult to predict the economy, why it’s so easy to be bearish right now, breaking the housing market, why we’ve turned on Jerome Powell, the bullish case for a 60/40 portfolio and much more.

Animal Spirits: Is a Recession Bullish?

On today’s episode, we recap our experience at Future Proof, interest rates vs. inflation for the stock market, a blow-off top in short-term rates, what could cause international stocks to outperform, housing inflation, why the housing market is broken, George Clooney’s best movie and much more.

Talk Your Book: Portfolio Premortem

On today’s show, we spoke to Fabric Risk Co-Founder, Rick Bookstaber about identifying risks for advisors, lifestyle characteristics and risks, the MSCI factor model, scenario testing, and much more.