Should you change your portfolio to account for 5% T-bill yields?
Market Timing & Interest Rates
Animal Spirits: How Much Do You Need to Make to be Rich?
On today’s show, we discuss reaction to Powell’s testimony, richsession in chart form, Silvergate drama, Michael’s humble brags, Karen-Batnick, and much more!
Talk Your Book: A Bull Market in Tickers
On today’s show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss how to use leveraged ETFs, the cost of leverage, exciting thematics in 2023, and much more!
How Much Do Americans Have Saved For Retirement?
A deep dive into how much people save for retirement at Fidelity and Vanguard.
Talk Your Book: Lifetime Income
On today’s show, we are joined by David Blanchett, Managing Director and Head of Retirement Research at Prudential to discuss how advisors should think about incorporating annuities, what annuities make sense for clients, income strategies within 401Ks, and much more!
Why Aren’t Housing Prices Crashing?
What’s taking so long for housing prices to fall?
A Short History of Interest Rate Cycles
Long-term bonds vs. short-term bonds.
Animal Spirits: Are Bonds Competition For Stocks?
On today’s show, we discuss Michael’s trip to Disney, the economy is too hot to not go into a recession, why inflation remains elevated, the junk stock rally, why housing prices aren’t falling faster, an appreciation for streaming, and much more.
Will High Risk-Free Rates Derail the Stock Market?
High short-term rates vs. the stock market.
Talk Your Book: The “Tech Heavy” Nasdaq
On today’s show, we are live from the Exchange ETF conference in Miami with Phil Mackintosh, Chief Economist and Senior Vice President at Nasdaq to discuss where interest rates may go this year, if we’re in a recession, IPO performance, and much more!
