On today’s show, we are joined by Alex Morris, President and Chief Investment Officer of F/m Investments to discuss
– What duration, maturity, and convexity mean to a bond
– The psychology of bond bear markets
– Why TIPS did not perform as expected in 2022
– Differences between yield to maturity and the 30-day SEC yield, and much more!
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Hedging Against World War III
Hedging against geopolitical risk.
Animal Spirits: When Will Houses Be Affordable Again?
On today’s show, we discuss:
– Pullbacks in bull markets
– The legend of Jim Simons
– If 401k’s were a mistake
– What a car says about its driver
– Hotel movies vs airplane movies, and much more!
Talk Your Book: Defining Risk with Structured Protection ETFs
On today’s show, we spoke with Matt Kaufman, SVP and Head of ETFs at Calamos Investments to discuss:
– Why embedding options within ETF wrappers has gotten so popular
– How Calamos structures protection ETFs
– Why timing can matter with structured protection ETFs
– Demographic tailwinds for structured protection products, and much more!
Is Social Security Going Bankrupt?
What does insolvancy mean for Social Security?
Animal Spirits: Fighting Inflation
On today’s show, we discuss:
– The suffocating bull market
– The other side of government debt
– Jerry Seinfeld on when money changed everything
– Consumers are finally fighting back against inflation
– Wall Street translations
– Who is buying Bitcoin ETFs
– The bear case against housing, and much more!
Seinfeld on When Money Became Everything
If your work is unfullfilling, the money will be too.
Talk Your Book: Bitcoin Flows
On today’s show, we are joined by Christopher Jensen, Director of Digital Assets Research for Franklin’s Digital Asset Investment Strategies Group to discuss:
– The resiliency of Bitcoin
– The global casino vs global computer use-case theories
– Understanding the Bitcoin halving, and much more!
What’s the Right Savings Rate?
How to determine if you are saving enough money.
Animal Spirits: Negative Arbitrage
On today’s show, we discuss:
– Michael vs. StubHub
– Inflation at Disney is undefeated
– 30 years of stock market returns
– The bond market correction rolls on
– ARKK is finally seeing an exodus
– Corporations are taking advantage of consumers
– The biggest AI winners
– The new normal of housing prices, and much more!