On today’s show, we discuss:
– Inflation coming down
– The continued strength of the US consumer
– Howard Marks on investing for a sea of change
– The risk-reward in bonds
– What would happen if the US government paid off its debts
– EMH in crypto
– The worst case scenario for the housing market, and much more.
sean
Talk Your Book: The All-In-One Home Equity Loan
On today’s show, we are joined by Jason Anderson, NMLS# 243209, Regional Vice President of Northpointe Bank to discuss:
– The All-In-One Loan
– How interest rates affect home equity lines of credit
– Who this product may or may not benefit
– The dangers of financial engineering, and much more!
The Compound and Friends: The New Kings of Wall Street
On today’s show, we discuss:
– September CPI
– Chaos in the Bond market
– The worst bear market in history for fixed income
– The SBF trial, and much more!
Animal Spirits: The Worst Bear Market Ever
On today’s show, we discuss:
– Why long term bond yields are rising
– The worst bond market sell-off in history
– When good news is bad news for the economy
– Continued strength in the labor market
– Boomers are holding up the economy
– Michael Lewis book review
– Why Millennials are more prepared for retirement, and much more!
Talk Your Book: Investing in Music
On today’s show, we spoke with David Schulhof, Founder and CEO of MUSQ to discuss:
– What the $MUSQ ETF is comprised of
– How the music industry is mispriced
– The affect Taylor Swift is having on the economy
– How music can be changed with AI and blockchain, and much more!
The Compound and Friends: Zuckerberg Vs OpenAI
On today’s show, we are joined again by Alex Kantrowitz, Author, CNBC contributor, and Founder of the Big Technology podcast and newsletter to discuss:
– An update on the metaverse
– The Sphere sensation
– Overbuilding AI
– Michael Lewis and SBF, and much more!
Animal Spirits: Yolo Spenders
On today’s show, we discuss:
– Crazy moves in US Treasuries
– How prepared the consumer is for a recession
– More positive data on inflation
– Michael Lewis and the SBF situation
– Dark meat chicken
– The best 80s movies, and much more!
Talk Your Book: Compounding Machine
On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss:
– The creation and use of trend following
– Market changes over time
– Understanding what investors need vs. what they want
– Utilizing a mutual fund wrapper instead of an ETF, and much more!
The Compound and Friends: Is Amazon a Monopoly?
On today’s show, we are joined by Perth Tolle, Founder of the Life +Liberty Indexes and Gunjan Banerji, Lead Writer for the Wall Street Journal’s live markets coverage to discuss:
– Amazons antitrust issues
– a coming secular rotation in equities
– Investing in Emerging Markets and China,
– Meme stocks are back, and much more!
Animal Spirits: House Poor
On todays show, we discuss:
– Higher for longer
– Soft landings
– Why nothing has broken yet in the economy
– Where the housing bubbles are
– Why its harder than ever to outperform the market
– Gambling vs. day trading
– NFTs are worthless, and much more!
