On today’s show, we are joined by Liz Young, Head of Investment Strategy at SoFi to discuss:
– The FOMC meeting in March
– The rate-cut trade
– Investors getting more bullish
– Bitcoin ETF flows, and much more!
The coming wave of artificial intelligence is unstoppable.
On today’s show, we discuss:
– Thoughts on Italy
– Consumers wall of cash
– Inflation at the grocery store
– Real estate agent commissions in trouble
– The best airplane movie of all time
– Thoughts on Dune 2, and much more!
Have stocks earned a monetary premium?
On today’s show, we are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss:
– The creation of the Nasdaq 100
– Where the QQQ ticker comes from
– The Nasdaq 100 special rebalance in 2023, and much more!
Here’s what I chewed on last week
On today’s show, we are joined by Dan Greenhaus of Solus Alternative Asset Management and Peter Boockvar of Bleakley Financial Group to discuss:
– Inflation ticking up
– A weak bubble in 2024
– Investing in China, Japan, and India
– The possible banning of Tik Tok
– Tesla underperformance, and much more!
On today’s show, we discuss:
– One of the most resilient stock rallies ever
– Money market funds vs. crypto
– Americans are rich
– The stock market has always been concentrated
– Inflation at the grocery store
– The biggest reason the Fed needs to cut rates
– Some good news for first-time homebuyers, and much more.
What we’re doing in Los Angeles, and how we’re growing our business.
Nvidia has earned this run. Maybe not all of it, but certainly a lot of it.
