On today’s show, we are joined again by Brian Belski, Chief Investment Strategist at BMO Capital Markets to discuss:
– Higher for longer is no longer base case
– The Streets 2024 outlook for stocks
– Should you T-Bill and chill, and much more!
On today’s episode, we discuss:
– Charlie Munger
– The Fed doesn’t matter as much as you think
– Negativity bias in America
– The blame game for inflation
– Why you don’t invest based on the headlines
– Narratives on bond yields
– Doom spending in the economy
– A quiet crypto boom, and much more!
On today’s Talk Your Book, we are joined again by Sal Gilbertie, CEO of Teucrium to discuss:
– The golden grain cycle
– The cost of production and expected long term returns for commodities
– How everyone got the oil market wrong
– How the US dollar affects the commodity market. and much more!
Here’s what I chewed on last week
What happens when only a few giant stocks massively outperform the rest of the market?
On today’s show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for JP Morgan Asset Management to discuss:
– Strategist predictions for 2024
– JPMs prediction for 2024
– Magnificent 7 performance vs the S&P 493
– A massive bond rally, and much more!
On today’s show, we discuss:
– Why people keep spending so much money
– Long droughts between new highs in the stock market
– The best upside AI hedge
– Intelligence vs. pessimism
– Denominator blindness with inflation
– Most Americans are better off
– Why people are unhappy at work
– When it will be a good time to buy a house again, and much more!
Taking a closer look at the advisor’s tech stack
On today’s Talk Your Book, we spoke with Nuveen Portfolio Manager Nick Travaglino about:
– The bond market in 2023
– The Fed
– Fixed income yields
– An update on interest rates, and much more!
Here’s what I chewed on last week
