On today’s show, we are joined by Dion Rabouin, reporter for the WSJ to discuss the latest CPI report, a banking crisis update, detained WSJ reporters, and much more!
Animal Spirits: Business Optimism Crashes
On today’s show, we discuss regional bank failures, confidence in the Fed, international diversification, the V-shaped recovery in the labor market, vibes vs. data in the economy, the best company in the world, middle age, and much more!
The Compound and Friends: Responsibly Reckless
On today’s show, we are joined by Ian Dunlap from Market Mondays with Earn Your Leisure and Leanna Haakons, Founder of Black Hawk Financial to discuss Apple earnings, the VIX, creating financial content, Coinbase lawsuits, and much more!
Animal Spirits: Bear Market Lessons
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!
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.