On today’s show, we discuss:
– Why McDonalds is getting more expensive
– The prospects for another bear market this year
– Fundamentals that drive stock returns
– Concentration in the S&P 500
– Nvidia vs. China
– Tail risk strategies
– Consumer credit
– Commercial real estate
– Youth sports, and more!

On today’s show, we are joined by Kay Herr and Rick Figuly of JP Morgan’s Global Fixed Income, Currency, and Commodities Group to discuss:
– JP Morgan’s newest bond ETF offering
– Why JP Morgan chose the NYSE over other exchanges
– What a securitized bond is, and how they work
– Thoughts on interest rates, and much more!

On today’s show, we are joined by Michael Cembalest of JP Morgan to discuss:
– How equities tend to bottom first
– Antitrust and Mag 7 stocks
– Valuations in China
– Elections and market returns, and much more!

On today’s show, we discuss:
– Concentration risk in the US stock market
– Economic dominance from the United States
– When the Fed will cut rates
– Competing takes on the Apple Vision Pro
– Macro is hard
– Wage growth won’t quit
– Why there are so many realtors
– Another investing book from Tony Robbins, and much more!

On today’s show, we are joined again by Bob Long, CEO of StepStone to discuss:
– What investments StepStone is making within Infrastructure
– How liquidity works with infrastructure investments
– The inner workings of interval funds, StepStones fees, and much more!

On today’s show, we are joined again by Warren Pies, to discuss:
– If the Fed will hike or not
– The biggest causes of inflation
– Stocks near all time highs
– The Presidential cycle, and much more!

On today’s show, we discuss:
– The types of people you see on every flight in America
– Why new highs in the stock market are perfectly normal
– Why the Fed should cut rates even in a strong economy
– This is more like the 1990s than the 1970s
– Young people are wealthier than you think
– The biggest story about the economy no one is talking about, and much more!

On today’s show, we are joined again by Alex Morris, CIO of F/m Investments to discuss:
– 2024 rate cut possibilities
– The difficulty of forecasting, and why everyone got 2023 so wrong
– Utilizing spreads as a forecasting tool
– Why solving for corporate duration can be a useful risk management tool, and much more!

On today’s show, we are joined by Neil Dutta, Partner and Head Economist at Renaissance Macro Research to discuss:
– Neil’s 2023 non-recession call
– If the post-Covid economy broke all indicators
– Consumer sentiment coming back
– The Feds next move
– The election and the economy, and much more!

On today’s show, we discuss:
– The average length of bull and bear markets
– What’s up with Small Cap stocks
– $8.8T in cash
– No show China
– The vibesession is over
– The softening labor market
– Airline credit cards
– 0% rate loans
– The Bitcoin ETF, and much more!