On today’s show, we discuss is the Fed making a huge mistake, why it’s so difficult to predict the economy, why it’s so easy to be bearish right now, breaking the housing market, why we’ve turned on Jerome Powell, the bullish case for a 60/40 portfolio and much more.
On today’s show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about tax-loss harvesting, replicating exchange funds, and de-concentrating portfolios using managed option strategies.
On today’s episode, we recap our experience at Future Proof, interest rates vs. inflation for the stock market, a blow-off top in short-term rates, what could cause international stocks to outperform, housing inflation, why the housing market is broken, George Clooney’s best movie and much more.
On today’s show, we spoke to Fabric Risk Co-Founder, Rick Bookstaber about identifying risks for advisors, lifestyle characteristics and risks, the MSCI factor model, scenario testing, and much more.
On today’s show, we discuss the worst first 8 months ever, the illiquidity premium, Q2 earnings, The Robinhood Investor Index, and much more!
On today’s show, we had David Mazza, Head of Product at Direxion to talk about the use cases and risks of investing in single stock, leveraged, and inverse ETFs.
On today’s Talk Your Book, we spoke to Russell Feldman from IMTC on innovating the fixed income investment process, differences between trading stocks vs. bonds, risk management within fixed income, and much more.
On today’s show, we discuss Jeremy Grantham’s super bubble call, how “don’t fight the Fed” has evolved, why all opinions are extreme today, how the bottom 50% are making the biggest financial progress, how the Fed screwed up the housing market and much more.
On today’s show, we spoke with Jason Barsema about the ins and outs of structured notes, how downside protection works, when it makes sense to use structured notes, and much more.
On today’s show, we discuss the pros and cons of student loan forgiveness, why the Fed has the ability to talk tough about inflation (for now), the difference between being bearish and being realistic, record high corporate profits, why we’re never going to get enough homes built and much more.