
Is the bond market a reliable indicator of the economy?
Is the bond market a reliable indicator of the economy?
On today’s show, we discuss continued strength in the labor market, sticky high inflation, why the market isn’t listening to the Fed anymore, the case for a 20% decline in housing prices, why Netflix rules streaming, sending back a drink at the bar, and much more.
Building wealth vs. conserving wealth.
On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to discuss timing private markets, how valuations have held up in private markets, an update on venture capital, and much more!
2022 hasn’t been great for investors but it could have been a lot worse.
Some thoughts on some charts.
The pros & cons of owning rental properties.
On today’s show we discuss the round trip in oil prices, why predicting the future is so difficult, how we define a bubble, why interest rates didn’t go higher, active outflows are speeding up, Black Friday deals we found, crypto prices got out of hand, the downside of technology and more.
Why aren’t oil prices higher right now?
On today’s show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss writing call options, buying growth at a reasonable price, earnings in 2023, and much more!