On today’s show, we discuss:
– Why McDonalds is getting more expensive
– The prospects for another bear market this year
– Fundamentals that drive stock returns
– Concentration in the S&P 500
– Nvidia vs. China
– Tail risk strategies
– Consumer credit
– Commercial real estate
– Youth sports, and more!
On today’s show, we are joined by Kay Herr and Rick Figuly of JP Morgan’s Global Fixed Income, Currency, and Commodities Group to discuss:
– JP Morgan’s newest bond ETF offering
– Why JP Morgan chose the NYSE over other exchanges
– What a securitized bond is, and how they work
– Thoughts on interest rates, and much more!
Here’s what I chewed on last week
On today’s show, we are joined by Michael Cembalest of JP Morgan to discuss:
– How equities tend to bottom first
– Antitrust and Mag 7 stocks
– Valuations in China
– Elections and market returns, and much more!
On today’s show, we discuss:
– Concentration risk in the US stock market
– Economic dominance from the United States
– When the Fed will cut rates
– Competing takes on the Apple Vision Pro
– Macro is hard
– Wage growth won’t quit
– Why there are so many realtors
– Another investing book from Tony Robbins, and much more!
We got ourselves a hit!
On today’s show, we are joined again by Bob Long, CEO of StepStone to discuss:
– What investments StepStone is making within Infrastructure
– How liquidity works with infrastructure investments
– The inner workings of interval funds, StepStones fees, and much more!
Here’s what I chewed on last week
All-time highs after a prolonged period without them has historically been very bullish. Past performance does not guarantee future results, etc, etc.
On today’s show, we are joined again by Warren Pies, to discuss:
– If the Fed will hike or not
– The biggest causes of inflation
– Stocks near all time highs
– The Presidential cycle, and much more!
