On today’s show, we are joined by Art Hogan, Chief Market Strategist at B. Riley Financial to discuss:
– Ignoring geopolitics when investing
– The theory that higher rates are causing higher inflation
– Earnings thus far for Q1 earnings season
– Bonds looking more attractive, and much more!
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Animal Spirits: The Yeah But Bull Market
On today’s show, we discuss:
– Why the stock market isn’t down more
– Why the price of oil isn’t up more
– Improvements in investor behavior
– The auto insurance crisis
– Why home insurance is rising
– Why rich people don’t feel rich
– Millennials and Boomers powering the economy
– Higher for longer mortgage rates
– Customer service nightmares, and much more!
Talk Your Book: Diversifying Away From the Magnificent 7
On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss:
– Flows into bullish and bearish levered funds
– Diversifying away from large-cap tech
– Utilizing the Nasdaq equal-weight ETF
– The appropriate time period to hold leveraged products, and much more!
The Compound and Friends: Rates Might Go Higher
On today’s show, we are joined by Callie Cox and Dion Rabouin to discuss:
– March’s hot CPI report
– Manufacturing is back
– A new meme stock in the making
– A bull market in lottery tickets, and much more!
Animal Spirits: Enjoy the Bull Market While it Lasts
On today’s show, we discuss:
– How we prioritize our spending
– 1987 vs. the Covid crash
– Crazy index fund flows
– Stock market concentration
– Panic about government debt
– The tech recession in California
– Will Millennials move to Florida in retirement
– The most streamed shows, and much more!
Talk Your Book: Emerging Market Fundamentals
On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director of Schafer Cullen Capital Management to discuss:
– China’s affect on Emerging Markets
– Avoiding value-traps in EM
– Strong macro trends in India
– Passive vs. active management in Emerging Markets, and much more!
The Compound and Friends: Salt of the Earth
On today’s show, we are joined by Meb Faber, Co-Founder and CIO of Cambria Investment Management to discuss:
– The rally and fundamentals are broadening out
– Why markets trend
– The valuation gap between US Stocks and Foreign Stocks
– Beer tasting, and much more!
Animal Spirits: The Never-Ending Travel Boom
On today’s show, we discuss:
– Inflation helping corporate profits
– What’s going on with chocolate
– Airport traffic hitting all-time highs
– The new Robinhood credit card
– The downfall of Jack Daniels, and much more!
Talk Your Book: Preserving Your Capital
On today’s show, we are joined again by Jason Barsema, Co-Founder and President of Halo Investing to discuss:
– Investing in notes structured around single stocks
– The difference between hard and soft protection
– What the Catapult Note is
– Halos annuity and annuity servicing capabilities for advisors, and much more!
The Compound and Friends: High Conviction Stocks
On today’s show, we are joined by Dan Davidowitz to discuss:
– The SBF sentencing
– S&P 500s best start to the year since 2019
– Streaming stocks
– Amazon and Apple performance
– Healthcare GLP stocks booming, and much more!