Animal Spirits: Yolo Spenders

On today’s show, we discuss:
– Crazy moves in US Treasuries
– How prepared the consumer is for a recession
– More positive data on inflation
– Michael Lewis and the SBF situation
– Dark meat chicken
– The best 80s movies, and much more!

Talk Your Book: Compounding Machine

On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss:
– The creation and use of trend following
– Market changes over time
– Understanding what investors need vs. what they want
– Utilizing a mutual fund wrapper instead of an ETF, and much more!

The Compound and Friends: Is Amazon a Monopoly?

On today’s show, we are joined by Perth Tolle, Founder of the Life +Liberty Indexes and Gunjan Banerji, Lead Writer for the Wall Street Journal’s live markets coverage to discuss:
– Amazons antitrust issues
– a coming secular rotation in equities
– Investing in Emerging Markets and China,
– Meme stocks are back, and much more!

Animal Spirits: House Poor

On todays show, we discuss:
– Higher for longer
– Soft landings
– Why nothing has broken yet in the economy
– Where the housing bubbles are
– Why its harder than ever to outperform the market
– Gambling vs. day trading
– NFTs are worthless, and much more!

Is this Really a Bull Market?

559 days ago, the fed began a rate hiking cycle that would be unlike anything the modern investor had ever seen. The stock market saw this coming. When they finally decided they needed to fight inflation, micro-cap stocks were in a 19% drawdown. The Nasdaq-100 had fallen 16% from its peak. The indices would fall…