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.
Expected Returns For Bonds Are Finally Attractive
Bonds look a lot more attractive today then they did a year ago.
Talk Your Book: I Need To Do Some Hedging Trades
On today’s show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about tax-loss harvesting, replicating exchange funds, and de-concentrating portfolios using managed option strategies.
What is the Fed Doing?
WTF is the Fed thinking?
Luck & Timing in the Housing Market
Why luck plays such a large role in your financial success or failure.
Navigating the Pain of Your First Bear Market
How to navigate your first painful bear market.
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.
Don’t Take Financial Advice From Kanye West
“I’m not going to argue with people that are broker than me about money.”
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.
We’re Still in a Bear Market You Know
My all-time favorite stock market analogy.