Animal Spirits: The Roaring Twenties

On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!

Talk Your Book: Finding a Bottom in China

On today’s show, we are joined again by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss:
– An economic update on China
– China’s buyer of last resort
– What happened in Chinese real estate, and much more!

How Bad is Wealth Inequality in America?

Last week I wrote about how the collective net worth of Americans is at a new all-time high. A reader asked a fair follow-up question: I’d be interested in seeing the concentration of that net worth though…I’m guessing it’s an inverted direction. Just because many households are richer than ever doesn’t mean all of them…

Animal Spirits: This is a Good Thing

On today’s show, we discuss:
– Thoughts on Italy
– Consumers wall of cash
– Inflation at the grocery store
– Real estate agent commissions in trouble
– The best airplane movie of all time
– Thoughts on Dune 2, and much more!

Talk Your Book: The Mount Rushmore of ETFs

On today’s show, we are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss:
– The creation of the Nasdaq 100
– Where the QQQ ticker comes from
– The Nasdaq 100 special rebalance in 2023, and much more!