Animal Spirits: A Bear Market in Housing

On today’s show, we discuss continued strength in the labor market, sticky high inflation, why the market isn’t listening to the Fed anymore, the case for a 20% decline in housing prices, why Netflix rules streaming, sending back a drink at the bar, and much more.

The Compound and Friends: The Game Has Changed

On today’s show, we are joined by Jeff deGraaf, Chairman and Head of Technical Research at Renaissance Macro Research to discuss the markets recent bounce, huge bond outflows, the difference between investing in oil and oil companies, and much more!

Animal Spirits: Getting Rich Quick

On today’s show we discuss the round trip in oil prices, why predicting the future is so difficult, how we define a bubble, why interest rates didn’t go higher, active outflows are speeding up, Black Friday deals we found, crypto prices got out of hand, the downside of technology and more.

Talk Your Book: The Buy-Write Strategy

On today’s show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss writing call options, buying growth at a reasonable price, earnings in 2023, and much more!

Animal Spirits: A Confusing Year

On today’s show, we discuss the impact of interest rates on business formation, the opposite of stagflation, why there was no spillover from the crypto crash, why the S&P 500 is not the economy, why remote work might bring down rental inflation, and much more.