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!

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.

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.