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!
Talk Your Book: Defining the Downside
On today’s show, we are joined again by Bruce Bond to discuss Innovators latest fixed-income focused barrier ETFs, how rate volatility affects ETF yield, risk-reward in fixed-income, and much more!
The Compound and Friends: That Wasn’t the Bottom
On today’s show, we are joined by Tony Dwyer, Head of the US Macro Group and Chief Market Strategist at Canaccord Genuity Group to discuss if we are in a recession, if inflation will make a comeback, Q1 stock market performance, the AI race, and much more!
Animal Spirits: The 3 Levels of Wealth
On today’s show we discuss why investors are always looking to catch a falling knife, a reversal in the markets since last year, why European stocks are outperforming, how money market funds became the biggest market story of the year, de-dollarization, some vacation thoughts from spring break and much more.
Talk Your Book: No Bank Runs in Commercial Real Estate
On today’s show, we spoke with Tom Miller, CEO and CIO of USQ to discuss real estate in Manhattan, the hottest sectors of commercial real estate, office space investing in the next few years, and much more!
Talk Your Book: Car Dealership Guy
On today’s show, we are joined by CarDealershipGuy to discuss buying a car in 2023, buying v leasing, the downfall of Carvana, the electric car market, and much more!
The Compound and Friends: Bearish But Priced In
On today’s show, we are joined by Jurrien Timmer, Director of Global Macro for Fidelity Investments to discuss tightening financial conditions, when the Fed will cut rates, where the S&P goes from here, Bitcoin v Gold, and much more!
Animal Spirits: The Worst Chart in Finance
On today’s show, we discuss why investing is so hard, the time between all-time highs in a bear market, why the Fed is in such a tough spot, ramifications from the banking crisis, low supply in the housing market, why people think their children will be worse off, the psychology behind the AI boom and much more.