On today’s show, we discuss regional bank failures, confidence in the Fed, international diversification, the V-shaped recovery in the labor market, vibes vs. data in the economy, the best company in the world, middle age, and much more!
Here’s what I chewed on last week
On today’s show, we are joined by Ian Dunlap from Market Mondays with Earn Your Leisure and Leanna Haakons, Founder of Black Hawk Financial to discuss Apple earnings, the VIX, creating financial content, Coinbase lawsuits, and much more!
On today’s show, we discuss never shorting junk food, a purgatory market, why spending isn’t slowing down, our first mortgage rates, the First Republic takeover, and much more!
On today’s show, we are joined by Thomas Majewski, Founder and Managing Partner of Eagle Point Credit Management to discuss what a CLO is, the differences between a CLO and a CDO, the 2023 banking crisis, and much more!
On today’s show, we were joined by Brian Shannon, Founder of Alphatrends.net to discuss technical analysis, where the S&P could go from here, big tech earnings, Coinbase v the SEC, and much more!
It’s incredible how much we’ve been through over the past few years.
On today’s show, we discuss what happens to stocks after a bad year, why foreign stocks are outperforming, why any recession should be mild, how millennials will impact stock market valuations, generational homeownership rates, and much more.
On today’s show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss how rising yields affect alternative strategies, Simplify’s interest rate hedge strategy, utilizing VIX strategies, and much more!
The age of surplus, prooductive bubbles, the horror genre, and more things I chewed on this week
