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.
On today’s show, we are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss:
– The new Bitcoin ETFs
– How much news is priced into Bitcoin price
– What the Bitcoin halving is
– How crypto and macro economics fit together
– Institutional adoption of Bitcoin, and much more!
I added to the endless pile of articles that argue about the merits of index funds, and what impact they’re having on the market.
Here’s what I chewed on last week
On today’s show, we are joined by Todd Sohn, ETF and Technical Strategist at Strategas Securities to discuss:
– The top ETFs to gauge market conditions
– Cash and money market fund flows
– What a low VIX could mean for markets
– A broadening vs concentrated rally
– Robinhood is back, and much more!
On today’s show, we talk about:
– Why the markets continue moving higher
– Why buy and hold is the best (and worst) strategy
– How 401ks impact the stock market
– Billionaires can’t complain about inflation
– Consumers keep consuming
– Th richest generation in history
– Crypto just won’t die
– Why we keep seeing so many booms & busts
– The best new shows of 2024, and much more.
I can’t believe we’re doing this again
On today’s show, we are joined by Jacob Miller, Co-Founder of Opto Investments to discuss:
– How difficult it is for RIAs to get private market exposure
– The growth of private credit, and why that may be an issue
– Opto’s screening process for private investments, and much more!
