On today’s show, we talk about why the first 6 months of the year were one of the worst ever for financial markets, why it’s so difficult to gauge the economy right now, what’s priced into the stock market, the worst earnings call ever, the psychology behind inflation and much more.
On today’s Talk Your Book, we spoke with Michael Grant of Calamos about today’s macro-environment, how the Fed can guide us to a soft landing, short selling the past 18 months, and much more.
The first 6 months of 2022 were dreadful for financial markets. In fact, you could argue we just lived through one of the worst 6 month periods EVER for stocks and bonds. This isn’t hyperbole. The data backs it up. Here’s a look at the rolling six month returns1 for the S&P 500 going back…
Can the stock market predict a recession?
Answering questions about credit card rewards points, airlines, spending and more.
On today’s show we discuss stock market return expectations, the sell-off in commodities, the back and forth on recession predictions, fighting the last war on the economy, why crypto crashed so bad, negotiating your cable bill down, and much more.
Consumer balance sheets are as strong as they’ve ever been heading into a recession.
On today’s Talk Your Book, we spoke with Bob Long of Conversus about giving financial advisors access to investments in private markets.
Will higher inflation and rates crush financial assets?
Rates rule everything around me.
