On today’s show, we are joined by Dan Davidowitz to discuss:
– The SBF sentencing
– S&P 500s best start to the year since 2019
– Streaming stocks
– Amazon and Apple performance
– Healthcare GLP stocks booming, and much more!
Animal Spirits: The Roaring Twenties
On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!
Talk Your Book: Finding a Bottom in China
On today’s show, we are joined again by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss:
– An economic update on China
– China’s buyer of last resort
– What happened in Chinese real estate, and much more!
The Compound and Friends: If You’re Not Bullish Now…
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!
A Big Week for Big Tech
The coming wave of artificial intelligence is unstoppable.
Animal Spirits: This is a Good Thing
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!
Why Are U.S. Stocks So Expensive?
Have stocks earned a monetary premium?
Talk Your Book: The Mount Rushmore of ETFs
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!
These Are the Goods
Here’s what I chewed on last week
The Compound and Friends: Inflation in Plain English
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!