Articles Netflix’s perception as largely a “subscriber story” completely missed the boat (By Alex Morris, paid) As debt increases, you narrow the range of outcomes you can endure in life. (By Morgan Housel) It is the largest private equity fund ever raised (By Marc Rubinstein, paid) There’s no one on this list (or anywhere in…
On todays show, we are joined by Jeff deGraaf, Chairman and CEO of Renaissance Macro Research to discuss:
– Apple’s earnings report
– The May FOMC meeting and rate cut predictions
– Murmurs of stagflation
– Starbucks’ 3rd worst day ever
– A bottom in China equities, and much more!
On today’s show, we discuss:
– Michael vs. StubHub
– Inflation at Disney is undefeated
– 30 years of stock market returns
– The bond market correction rolls on
– ARKK is finally seeing an exodus
– Corporations are taking advantage of consumers
– The biggest AI winners
– The new normal of housing prices, and much more!
On today’s show, we are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss:
– The pending acquisition by BlackRock
– Covered call performance in a bull market
– Tax benefits when utilizing options
– What’s driving option-overlay growth in todays market, and much more!
On today’s show, we discuss:
– Why the stock market needed a correction
– Why the 1990s is an outlier (in more ways than one)
– Economic growth is a policy choice
– Gen Z is doing better than you think
– Living in the U.S. vs. Europe
– The number of households with a paid off mortgage
– The renovation boom, and much more!
On today’s show, we are joined by Anupam Ghose, Managing Partner at System Two Advisors to discuss:
– Why the China story is different than the India of today
– India’s macro tailwinds
– How GDP growth translates to higher stock prices
– Risks involved when investing in India, and much more!
Here’s what I chewed on last week
On today’s show, we are joined by Art Hogan, Chief Market Strategist at B. Riley Financial to discuss:
– Ignoring geopolitics when investing
– The theory that higher rates are causing higher inflation
– Earnings thus far for Q1 earnings season
– Bonds looking more attractive, and much more!
On today’s show, we discuss:
– Why the stock market isn’t down more
– Why the price of oil isn’t up more
– Improvements in investor behavior
– The auto insurance crisis
– Why home insurance is rising
– Why rich people don’t feel rich
– Millennials and Boomers powering the economy
– Higher for longer mortgage rates
– Customer service nightmares, and much more!
Geopolitics, what happens when rates cross 5%, and much more on tonight’s What Are Your Thoughts?
