Advertising goes before anything else
Animal Spirits: The Biggest Rug Pull of Our Lives
On today’s show, we discuss:
– Why so many people hate this economy
– Anecdotes vs. data
– A depression in the mortgage industry
– The good news about falling stock prices
– Small caps look cheap
– Consumers need a recession, and much more!
Correction Territory
Stocks are in a correction 36% of the time. No pain, no gain.
Talk Your Book: Investing in Luxury
On today’s show, we are joined by Brendan Ahern, CIO of Kraneshares to discuss:
– The creation of Kraneshares Luxury ETF
– Demographic trends and utilizing the wealth affect
– Challenges in investing in international markets
– Luxury dynamics in a recession, and much more!
These Are the Goods
Here’s what I chewed on last week
Why Things Feel Worse Than They Are
The economy is fine. People think it’s awful.
The Compound and Friends: The Trillion Dollar Question
On today’s show, we are joined by Rick Brink, Senior VP and Market Strategist for the Client Group at Alliance Bernstein to discuss:
– How economists have gotten the past 3 years all wrong
– Q3s GDP print
– How the effective interest rate is affecting the economy
– The biggest risks for 2023, and much more!
Why Aren’t Stocks Down More?
Higher interest rates and soaring consumer prices should have killed the stock market. Why didn’t they?
Animal Spirits: Higher For Longer
On today’s show, we discuss:
– Higher growth and higher rates vs. lower growth and lower rates
– Why there is so much focus on 60/40 portfolios
– Bears vs. doomers
– The annoyance economy
– Why no one is happy about the economy right now (or ever)
– A record jump in net worth
– Renting vs. buying, and much more!
Facts Can Be Misleading
Facts can be misleading