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!

On today’s show, we discuss:
– The blowout year for the Nasdaq 100
– How experience shapes investment decisions
– Transitory inflation arguments
– Where prices have risen the most
– Who got the biggest wage gains
– Why housing prices refuse to crash
– Where to find affordable houses
– Why you can’t trust sentiment surveys, and much more!

On today’s show, we are joined by Kevin Simpson, Founder and CIO of Capital Wealth Planning to discuss:
– Possible rate cuts next year
– If investors allocated to too much cash in 2023
– Earnings for 2024
– Small caps are looking cheap
– Investing in private credit, and much more!

On today’s show, we discuss:
– The Feds victory over inflation
– What Americans get wrong about inflation
– The price of iPhones is actually going down
– When we get the first Fed rate cut
– The rising unemployment rate
– Housing prices vs. recessions
– Netflix movies
– Vests are overrated, and much more!

On today’s show, we are joined by Callie Cox of eToro and Malcolm Ethridge of CIC Wealth to discuss:
– Robinhood earnings
– Berkshire’s horde of cash
– What assets to buy if rates peaked
– Weight-loss drugs as an investment, and much more!

On today’s show, we are joined by Cam Harvey, the godfather of the yield curve indicator to discuss:
– Using the yield curve indicator in 2023
– What a steepening yield curve means for investors
– Can higher rates actually stimulate the economy?
– The new era of systematic investing, and much more!

On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!