On today’s show, we are joined by Cam Harvey, the godfather of the yield curve indicator to discuss:
– Using the yield curve indicator in 2023
– What a steepening yield curve means for investors
– Can higher rates actually stimulate the economy?
– The new era of systematic investing, and much more!

On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!

On today’s show, we discuss:
– Why so many people hate this economy
– Anecdotes vs. data
– A depression in the mortgage industry
– The good news about falling stock prices
– Small caps look cheap
– Consumers need a recession, and much more!

On today’s show, we are joined by Brendan Ahern, CIO of Kraneshares to discuss:
– The creation of Kraneshares Luxury ETF
– Demographic trends and utilizing the wealth affect
– Challenges in investing in international markets
– Luxury dynamics in a recession, and much more!

On today’s show, we are joined by Rick Brink, Senior VP and Market Strategist for the Client Group at Alliance Bernstein to discuss:
– How economists have gotten the past 3 years all wrong
– Q3s GDP print
– How the effective interest rate is affecting the economy
– The biggest risks for 2023, and much more!

On today’s show, we discuss:
– Higher growth and higher rates vs. lower growth and lower rates
– Why there is so much focus on 60/40 portfolios
– Bears vs. doomers
– The annoyance economy
– Why no one is happy about the economy right now (or ever)
– A record jump in net worth
– Renting vs. buying, and much more!

On today’s show, we had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management back on the show to discuss:
– How hedging ladders provide downside protection
– The goal of the HELO ETF
– Hedged equity strategies vs traditional 60/40 portfolios
– The impact of volatility on the strategy, and much more!

On today’s show, we spoke with Samir Kaji, CEO, President, and Co-Founder of Allocate to discuss:
– What start-up prices look like today
– If the free money era is gone forever
– VC return dynamics and the power law, and much more!

On today’s show, we are joined again by Tom Lee to discuss:
– Toms thoughts for the rest of 2023
– The 2024 playbook
– Granny shots
– An analysis of the current bull market, and much more!