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Animal Spirits: Americans Love Borrowing Money

On today’s show, we discuss:
– Future Proof
– How markets have changed over the past 70 years
– Why allocations to stocks are higher than they were in the past
– Small caps vs. large caps
– Trading options vs. gambling on sports
– Why people spend more money then they earn
– Why the vibes are off in the economy
– Starter homes, and much more!

Talk Your Book: Customizing Alternatives

On today’s show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss:
– Wealth managers vs. institutions investing in alternatives
– How advisors are utilizing GLASfunds
– Investing in alts in a rising-rate environment
– How private investments could be improved, and much more!

The Compound and Friends: Big Market Delusions

On today’s show, we are joined by Rob Arnott, Founder and Chairman of Research Affiliates to discuss:
– The aftermath of the dot-com bubble
– If starting valuations matter
– Big tech dominance in 2023
– Investing in AI and NVDA, and much more!

Animal Spirits: Is Apple the Next IBM?

On today’s show, we are live at Future Proof to discuss:
– What we actually do at RWM
– If Apple is the next IBM
– Canadian real estate
– Issues at ESPN
– Traveling to California, and much more!

Talk Your Book: The Macro Case for Crypto

On today’s show, we are joined by Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets, and Ramine Bigdeliazari, Director of Product at Fidelity Digital Assets to discuss:
– What the SEC ruling means for digital assets
– How an ETF may affect the crypto ecosystem
– The migration of talent within crypto
– Macro changes and digital asset reactions, and much more!

Animal Spirits: The Market Cap of Taylor Swift

On today’s show we discuss:
– One of the best years ever for the Nasdaq 100
– People who want to see the financial system burn
– Getting back on trend with economic data
– What if housing prices were just undervalued before the pandemic
– Canada vs. Miami housing prices
– Why married people are happier, and much more!

Animal Spirits: Are You on Track For Retirement?

On Today’s Show we discuss:
– The outlook for the 60/40 portfolio
– Dollar cost averaging into a bear market
– The evolution of retirement
– The best age for making good financial decisions
– The Fed cannot fix the housing market
– How HGTV ruined housing prices
– Hedging climate change risk, and more!

Talk Your Book: The Largest Active ETF

On today’s show, we had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss:
– How $JEPI is constructed
– How volatility affects yield
– Why $JEPI has been so popular, and much more!