The biggest risks to the stock market right now.
What’s the Worst Case Scenario For Stocks?
Animal Spirits: A Tough Break
On today’s show, we discuss a late-night trip to the ER for a broken leg, good news is bad news in the labor market, the last time the Fed sent us into a recession, earnings vs. stock market performance, the inflation burp, what happens to housing prices from here, and much more.
The Last Time the Fed Created a Recession
Differences between now and the 1970s.
Talk Your Book: Investing in Private Credit
On today’s show, we speak with Michael Reisner, Co-CEO of CION Investments about investing in private credit in this environment, how CION can be publicly traded, how a recession may affect floating rate credit investments, and much more.
Some Questions I Have About Stocks, the Economy & Other Stuff
6 questions I’m pondering at the moment.
Will the Stock Market Fall if Earnings Fall?
Earnings growth vs. stock market returns.
Timing the Stock Market vs. Timing the Bond Market
Why it’s harder to time the bond market than you think.
Animal Spirits: Long-Term Bullish
On this week’s show we discuss why we’re getting more excited about stock prices as they fall, why expected returns are rising, where investors will move their money with higher yields, Credit Suisse vs. Lehman Brothers, how the Fed is breaking things across the globe, why the Bank of England stepped in to buy bonds and much more.
Could We See Another Lost Decade in the U.S. Stock Market?
Could we see another lost decade in the U.S. stock market?
Talk Your Book: Investing in Science Fiction
On today’s show, we are joined by Kevin Kelly, CEO and Founder of Kelly Intelligence to discuss what CRISPR technology is, use cases, and investing in the future of Healthcare 2.0.
