On today’s show, we discuss:
– Setting return expectations moving forward
– US Large Cap stocks generating a ton of cash
– A bear market in used cars
– An update on Bitcoin ETFs
– Great Quarter Guys
– Driving in a blizzard, and much more!

On today’s show, we are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss:
– The experience of a diversified investor in 2023
– Utilizing AI to build portfolios for advisors
– Helios’ latest trading service offering, and much more!

On today’s show, we are joined by Dan Ives, Senior Equity Research Analyst covering the tech sector at Wedbush to discuss:
– Apple valuations
– The Magnificent 7’s outlook for 2024
– Dan’s best investment ideas
– An AI roadmap for investors
– Recent tech layoffs heating up, and much more!

On today’s show, we discuss:
– The biggest winners and losers of 2023 in the markets
– Short-term vs. long term returns for stocks
– Why the U.S. dominates financial markets
– The problem with being right once in a row
– Bitcoin ETF fees
– Americans are richer than you think, and much more!

On today’s show, we are joined by JC Parets and Joe Fahmy to discuss:
– JCs chart storm
– Bull and bear market definitions
– Signs of a healthy market
– What’s to come in 2024, and much more!

On today’s show, we discuss:
– 2023 market performance
– A bunch of 2024 predictions
– Our favorite historical stock market return series
– The high quality of restaurants
– Paying off your mortgage early
– The downsides of behavioral finance
– Bens most cynical take of the year, and much more!

On today’s show, we are joined by George Kurtz, CEO of CrowdStrike to discuss:
– Tech performance post-pandemic
– AI spending in 2024
– CRWD performance in 2023, and much more!

On today’s show, we discuss:
– Christmas arguments
– Green shoots in prices
– 1940s vs. 1970s inflation
– Why we’re not worried about index funds
– How to save and invest in middle age
– Why Bitcoin is the most extreme asset
– Celebrating no recession in 2023
– Why the U.S. economy is more resilient
– Some Christmas movie recommendations, and much more!

On today’s show, we are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss:
– Reasons for the valuation discrepancies between international stocks and US stocks
– How the dollar affects international investments
– Understanding cultural differences when investing outside the US
– Position sizing within a concentrated portfolio, and much more!

On today’s show, we are joined again by Dan Nathan of RiskReversal Advisors to discuss:
– What a risk reversal is
– 2023 chart of the year
– Playing with Googles Ai tool
– 12 reasons to be bullish in 2024, and much more!