I deserve a 20% raise. I don’t deserve for my bills to go up 20%.
These Are the Goods
Here’s what I chewed on last week
The Compound and Friends: The Fed’s Gonna Cut
On today’s show, we are joined by Kevin Simpson, Founder and CIO of Capital Wealth Planning to discuss:
– Possible rate cuts next year
– If investors allocated to too much cash in 2023
– Earnings for 2024
– Small caps are looking cheap
– Investing in private credit, and much more!
Animal Spirits: People Love to Complain
On today’s show, we discuss:
– The Feds victory over inflation
– What Americans get wrong about inflation
– The price of iPhones is actually going down
– When we get the first Fed rate cut
– The rising unemployment rate
– Housing prices vs. recessions
– Netflix movies
– Vests are overrated, and much more!
Trees Grow to the Sky (Top)
The giants today make the giants from ten years ago look tiny in comparison
Talk Your Book: Bitcoin Fundamentals
On today’s show, we are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to discuss:
– Fundamental reasons Bitcoin is outperforming in 2023
– Illiquid Bitcoin values and supply/demand affects on digital assets
– What Ethereum’s different layers represent, and much more!
These Are the Goods
Here’s what I chewed on last week
The Compound and Friends: The Recession We Deserve
On today’s show, we are joined by Callie Cox of eToro and Malcolm Ethridge of CIC Wealth to discuss:
– Robinhood earnings
– Berkshire’s horde of cash
– What assets to buy if rates peaked
– Weight-loss drugs as an investment, and much more!
Animal Spirits: Finally, A Slowdown
On today’s show, we discuss:
– The cooling labor market
– Why the 60/40 portfolio looks more attractive now
– Why the Fed is in a tough spot
– Why everyone hates this economy
– How to become a millionaire
– Realtor commissions
– Reclining your seat on a plane, and much more!
The Compound and Friends: The Credit Crunch is Just Beginning
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!