Looking back on the predictions from an unpredictable year.
Talk Your Book: International Growth Investing
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!
These Are the Goods
Articles It felt like my momentum hit a wall in 2023. (By Packy McCormick) This is the story of an investment I never made. (By Marc Rubinstein, paid) It seems some people are in the we-go-back-to-2019 camp (By Allison Schrager) Even Goldman Sachs, which boasts one of the most seasoned and sophisticated research departments on…
Stocks Are on Fire
It’s been a tough year. A great year, but a tough year.
The Compound and Friends: 12 Reasons to Be Bullish
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!
Animal Spirits: The Most Crowded Trade on Wall Street
On today’s show, we discuss:
– Mission accomplished from the Fed
– What comes after a soft landing
– New highs in the stock market
– Small caps breaking out
– The best thing we’ve built in America
– More people own stocks than ever
– The economic chart of the year
– The best movie of the 2020s (so far), and much more!
Now What?
Stocks have been on a tear as the soft landing becomes consensus. The question, as always, is what happens next?
Talk Your Book: What is Private Credit?
On today’s show, we are joined by Marco Hanig, Managing and Founding Principal of Alternative Fund Advisors and former Principal at AQR to discuss:
– The basics to Private Credit
– The differences between a loan and a bond
– Why Private Credit is earning a premium yield, and much more!
These Are the Goods
Here’s what I chewed on last week
This is Howie Dewitt
All-time highs are part of the process