On today’s show, we discuss:
– Why the stock market isn’t down more
– Why the price of oil isn’t up more
– Improvements in investor behavior
– The auto insurance crisis
– Why home insurance is rising
– Why rich people don’t feel rich
– Millennials and Boomers powering the economy
– Higher for longer mortgage rates
– Customer service nightmares, and much more!
The Thing that Doesn’t Mix Well With Investing
Geopolitics, what happens when rates cross 5%, and much more on tonight’s What Are Your Thoughts?
Talk Your Book: Diversifying Away From the Magnificent 7
On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss:
– Flows into bullish and bearish levered funds
– Diversifying away from large-cap tech
– Utilizing the Nasdaq equal-weight ETF
– The appropriate time period to hold leveraged products, and much more!
These Are the Goods
Here’s what I chewed on last week
The Shrinking Investor Behavior Gap
Investors are settling in
The Compound and Friends: Rates Might Go Higher
On today’s show, we are joined by Callie Cox and Dion Rabouin to discuss:
– March’s hot CPI report
– Manufacturing is back
– A new meme stock in the making
– A bull market in lottery tickets, and much more!
Don’t Be Afraid
Are all-time highs a good time to buy stocks?
Animal Spirits: Enjoy the Bull Market While it Lasts
On today’s show, we discuss:
– How we prioritize our spending
– 1987 vs. the Covid crash
– Crazy index fund flows
– Stock market concentration
– Panic about government debt
– The tech recession in California
– Will Millennials move to Florida in retirement
– The most streamed shows, and much more!
Everything I Am
Thinking about life
Mike Francesa on my Podcast
MIKE FRANCESA