On today’s show, we are joined by Ric Edelman, best-selling author and founder of Edelman Financial Engines to discuss where crypto goes from here, what’s going on with the dollar, why the 60/40 is not dead, the AI race, and much more!
Scale up, Scale Down
The cloud is changing how businesses do business
Animal Spirits: The Crockpot Recession
On today’s show we discuss why the bond market is so confused, why consumers are so confused, why Vanguard continues to dominate, why inflation is finally heading lower, why millennials aren’t as broke as you think, why first-time homebuyers are out of luck and much more.
Talk Your Book: Hidden Pricing Power
On today’s show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss finding wide moats, discovering hidden pricing power, using movie anecdotes to invest, and much more!
These Are the Goods
here’s what I chewed on last week
The Compound and Friends: Somebody’s gonna be wrong
On today’s show, we are joined by Liz Young, Head of Investment Strategy at SoFi to discuss the March CPI report, a constructive market, issues in commercial real estate, the latest Netflix movie, Josh’s trip to Paris, and much more!
Lucky in Life
Your life is the roll of a hundred dice each with a dozen numbers.
Animal Spirits: The Year of Disappointment
On today’s show, we discuss corrections during election years, rich boomers, how great AirBNB is, more issues at Twitter, Successions last season, and much more!
No Sellers, No Buyers
Sellers are anchored to 2021, and buyers are anchored to their checking accounts.
Talk Your Book: Defining the Downside
On today’s show, we are joined again by Bruce Bond to discuss Innovators latest fixed-income focused barrier ETFs, how rate volatility affects ETF yield, risk-reward in fixed-income, and much more!