Here’s what I chewed on last week
This is What the Bottom Sounds Like
On this week’s so
Why Everyone’s Bearish
Why sentiment fell off a cliff
Animal Spirits: Obvious Signs of the Top
On today’s show, we discuss why markets are so confusing right now, the different kinds of recessions, inflation expectations, how to survive a bear market, the best movie sequels ever, and much more.
Where Are We in the Cycle?
Things will get better, but first they’re going to get worse.
Talk Your Book: Investing in the Carbon Transformation
On today’s show, we talk with Roger Mortimer, Portfolio Manager of KraneShares newest climate transition ETF about current energy supply constraints, identifying climate transformative companies, and much more.
Talk Your Book: Locking In Higher Yields on Your Portfolio
On today’s show, we talk about the ins and outs of structured notes, replacing bonds within your portfolio, Halos exotic product suite, and much more with Jason Barsema, Co-Founder and President of Halo Investing.
How Low Can Stocks Go?
If we get a soft landing, stocks are a screaming buy. If inflation doesn’t cool off, we’re giving it all back.
Twenty Lessons Learned
Never let a bad market go to waste
Animal Spirits: The End of V-Shaped Recoveries
On today’s Animal Spirits we discuss the growth stock crash getting worse, the speed of market declines, how long bear markets last, Liam Neeson, and much more.
