On today’s show we discuss rich people everywhere, why this isn’t like the dot-com bubble, the markets don’t care about bad vibes, junk bonds are on a tear, there are more ETFs than stocks, Reddit loss porn, American exceptionalism, what would actually fix housing, the S&P 500 is outperforming private equity, 7 year auto loans, the 9-9-6 lifestyle and more.

On today’s Talk Your Book we speak with Don Casturo and Kristof Gleich about how to invest more thoughtfully in a broad basket of commodities, how investors typically allocate to commodities as an asset class, why the index doesn’t make sense anymore and how commodities can hedge more traditional portfolios.

On today’s show we discuss what happens to the stock market after Fed rate cuts, is this 1996 or 1999, why value stocks need a recession, investors love options, how people invested before the Internet, why we need a correction and much more.