How the 401k plan is impacting the stock market and beyond.
Why I Remain Bullish on the United States of America
USA! USA! USA!
Animal Spirits: Living Paycheck-to-Paycheck
On today’s show we discuss U.S. domination of the world stock market, how credit spreads work, how the 401k revolution changed the stock market, Americans are rich, an economic slowdown is here, the U.S. labor force is huge, everyone wants to travel, the $5 meal deal inflation indicator and much more.
How Bull Markets Work
How volatility works in bull and bear markets.
Talk Your Book: Income Outcome Investing
On today’s show, we are joined by Hamilton Reiner, Managing Director, Portfolio Manager, and Head of US Equity Derivatives at JPM Asset Management to discuss active strategies combined with option overlays, why limiting outcomes improves investor experience, how J.P. Morgan constructs option strategies, how volatility affects yield for income strategies, and much more!
The U.S. Real Estate Market in Charts
An update on housing data.
Is Europe a Buy Here?
The contrarian case for Europe.
Is the Small Cap Premium Dead?
Are small cap stocks dead money?
Animal Spirits: Who Owns the Stock Market?
On today’s show, we discuss the biggest difference between bull and bear markets, cyclical vs. secular bull markets, what’s wrong with Europe, Gen Z is obsessed with the stock market, spending on concerts, everyone is moving to the south, how the Fed can help the housing market, when to honk your horn, spending on groceries and much more.
Bull Market Headlines
Gen-Z vs. millennials attitudes when it comes to the stock market.