On today’s Talk Your Book, we are joined again by Sal Gilbertie, CEO of Teucrium to discuss:
– The golden grain cycle
– The cost of production and expected long term returns for commodities
– How everyone got the oil market wrong
– How the US dollar affects the commodity market. and much more!
Here’s what I chewed on last week
What happens when only a few giant stocks massively outperform the rest of the market?
On today’s show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for JP Morgan Asset Management to discuss:
– Strategist predictions for 2024
– JPMs prediction for 2024
– Magnificent 7 performance vs the S&P 493
– A massive bond rally, and much more!
On today’s show, we discuss:
– Why people keep spending so much money
– Long droughts between new highs in the stock market
– The best upside AI hedge
– Intelligence vs. pessimism
– Denominator blindness with inflation
– Most Americans are better off
– Why people are unhappy at work
– When it will be a good time to buy a house again, and much more!
Taking a closer look at the advisor’s tech stack
On today’s Talk Your Book, we spoke with Nuveen Portfolio Manager Nick Travaglino about:
– The bond market in 2023
– The Fed
– Fixed income yields
– An update on interest rates, and much more!
Here’s what I chewed on last week
On today’s show, we are joined by Morgan Housel to discuss his latest book Same as Ever: A Guide to What Never Changes
On today’s show, we discuss:
– The blowout year for the Nasdaq 100
– How experience shapes investment decisions
– Transitory inflation arguments
– Where prices have risen the most
– Who got the biggest wage gains
– Why housing prices refuse to crash
– Where to find affordable houses
– Why you can’t trust sentiment surveys, and much more!
