On today’s show, we discuss never shorting junk food, a purgatory market, why spending isn’t slowing down, our first mortgage rates, the First Republic takeover, and much more!
sean
Talk Your Book: CLOs – The Providers of Leverage
On today’s show, we are joined by Thomas Majewski, Founder and Managing Partner of Eagle Point Credit Management to discuss what a CLO is, the differences between a CLO and a CDO, the 2023 banking crisis, and much more!
The Compound and Friends: VWAP-er’s Delight
On today’s show, we were joined by Brian Shannon, Founder of Alphatrends.net to discuss technical analysis, where the S&P could go from here, big tech earnings, Coinbase v the SEC, and much more!
Animal Spirits: Millennials Will Buy All the Stocks
On today’s show, we discuss what happens to stocks after a bad year, why foreign stocks are outperforming, why any recession should be mild, how millennials will impact stock market valuations, generational homeownership rates, and much more.
Talk Your Book: Diversify Your Diversifiers
On today’s show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss how rising yields affect alternative strategies, Simplify’s interest rate hedge strategy, utilizing VIX strategies, and much more!
The Compound and Friends: Ric Edelman Unplugged
On today’s show, we are joined by Ric Edelman, best-selling author and founder of Edelman Financial Engines to discuss where crypto goes from here, what’s going on with the dollar, why the 60/40 is not dead, the AI race, and much more!
Animal Spirits: The Crockpot Recession
On today’s show we discuss why the bond market is so confused, why consumers are so confused, why Vanguard continues to dominate, why inflation is finally heading lower, why millennials aren’t as broke as you think, why first-time homebuyers are out of luck and much more.
Talk Your Book: Hidden Pricing Power
On today’s show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss finding wide moats, discovering hidden pricing power, using movie anecdotes to invest, and much more!
The Compound and Friends: Somebody’s gonna be wrong
On today’s show, we are joined by Liz Young, Head of Investment Strategy at SoFi to discuss the March CPI report, a constructive market, issues in commercial real estate, the latest Netflix movie, Josh’s trip to Paris, and much more!
Animal Spirits: The Year of Disappointment
On today’s show, we discuss corrections during election years, rich boomers, how great AirBNB is, more issues at Twitter, Successions last season, and much more!
