On today’s show, we are joined by Chris Shuba, Founder and CEO of Helios to discuss:
– ETFs vs. Direct Indexing
– Why differentiation matters for advisors
– Utilizing content to drive business
– Where the wealth management business goes from here, and much more!

On today’s show, we are joined by Mark Newton, Managing Director and Head of Technical Strategy at Fundstrat Global Advisors to discuss:
– Market cap vs. Equal weighted indices
– Market breadth in 2023
– Apple’s strength
– International buying opportunities
– The comeback of baseball
– Elon vs. Mark, and much more!

On today’s show, we discuss:
– Investor behavior in a bull market
– How Boomers fell in love with stocks
– How the unemployment rate impacts stock market returns
– Why Americans love spending money so much
– Why down payments for houses are falling
– How credit cards ruined the airport lounge, and much more!

On today’s show, we are joined by Jonathan Shelon, COO of KraneShares to discuss internet growth in China, how to get exposure to China, how the KLIP ETF is able to generate high yields, risks involved with covered call strategies, cash flow rebalancing with KWEB, and much more!

On today’s show, we discuss:
– an update on alternatives
– struggles at Goldman Sachs
– losses at Vision Fund
– a big week for Serbia, and much more!

On today’s show we discuss the greatest company in history, why the bear market is over, why this might not be a new bull market, why the economy keeps humming along, what falling inflation means for the markets, why martinis are overrated, how much you should pay for a kids meal at a restaurant and more.

On today’s show, we are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!

On today’s show, we are joined by Jill Schlesinger, Business Analyst for CBS News and host of the Jill On Money Platform to discuss a possible new bull market, Apples WWDC product unveil, an update on banks, extravagant intern pay, and much more!

On today’s show, we discuss the beginning of a new bull market, increased concentration in the stock market, the worst housing market ever for buyers, a worrying trend in demographics, the biggest momentum investors on the planet, Brad Pitt, and much more.

On today’s show, we spoke with Alex Morris, Founder and CIO of F/m Investments on how Treasury ETFs work, why the 1mo is yielding so much, how government defaults could affect treasuries, and much more!