On today’s show, we are joined by Jon Maier, Chief ETF Strategist and Shayan Hussain, Head of U.S. Investment Specialists at J.P. Morgan Asset Management to discuss the growth of ETF products, asset flows in and out of thematic ETFs, fixed income benchmarking, active investing with fixed income, and much more!
The positive externalities of bubbles.
Isaac Newton vs. Bitcoin.
On today’s show, we discuss great stock market returns so far for 2024, Bluesky vs X, the impact of tariffs on the U.S. economy, when to sell Bitcoin, money in college athletics, a lightning round of vacation thoughts, and much more!
I’m on vacation for Thanksgiving this week. Here’s one of the most popular posts on the blog from the past year. ******* I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn…
On today’s show, we are live from Chicago with Alex Morris, Chief Investment Officer of F/m Investments to discuss why investors are still crowded on the short end of the curve, thoughts on why rates went up following a Fed cut, why credit spreads have remained so tight, not taking advice from hedge fund managers, and much more!
Why I’m selling half of my Bitcoin position.
“The market might be crazy, but that doesn’t make you a psychologist.” -Meir Statman
Timing the housing market is a bad idea.
On today’s show we discuss 7 years of Animal Spirits, the miracle of US equities, the wall of worry has fallen, S&P 10,000, massive ETF flows, vibes rule everything around me, are crypto winters a thing of the past, where the low housing price are, becoming a grandparent and much more.
