On today’s Talk Your Book, we spoke with Nuveen Portfolio Manager Nick Travaglino about:
– The bond market in 2023
– The Fed
– Fixed income yields
– An update on interest rates, and much more!
Talk Your Book: Strategic Income
How The Market Shapes Your Portfolio
The many things you don’t control as an investor.
My 4 Anti-Personal Finance Expert Beliefs
Four personal finance ideas I’ve changed my mind about over the years.
Animal Spirits: You Can’t Quantify Happiness
On today’s show, we discuss:
– The blowout year for the Nasdaq 100
– How experience shapes investment decisions
– Transitory inflation arguments
– Where prices have risen the most
– Who got the biggest wage gains
– Why housing prices refuse to crash
– Where to find affordable houses
– Why you can’t trust sentiment surveys, and much more!
How the Demographics Are Shaping the Housing Market
How the baby boomers will shape the housing market for years to come.
When Will We See New Highs Again in the Stock Market?
Why new all-time highs in the stock marke don’t happen all the time.
4 Charts That Explain the Stock Market
My investing philosophy in chart form.
Power Laws in the Stock Market
Concentrated gains in the stock market are nothing new.
Animal Spirits: People Love to Complain
On today’s show, we discuss:
– The Feds victory over inflation
– What Americans get wrong about inflation
– The price of iPhones is actually going down
– When we get the first Fed rate cut
– The rising unemployment rate
– Housing prices vs. recessions
– Netflix movies
– Vests are overrated, and much more!
Inflation is the Lesser of Two Evils
Inflation is the lesser of two evils.
