On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!
Here’s what I chewed on last week
Just when everyone was getting all beared up.
On today’s show, we are joined again by Eric Jackson, Founder, President, and Portfolio Manager of EMJ Capital, to discuss:
– Market breadth
– Magnificent seven outperformance
– NVDA and investing in AI
– The covered call ETF boom, and much more!
Advertising goes before anything else
On today’s show, we discuss:
– Why so many people hate this economy
– Anecdotes vs. data
– A depression in the mortgage industry
– The good news about falling stock prices
– Small caps look cheap
– Consumers need a recession, and much more!
Stocks are in a correction 36% of the time. No pain, no gain.
On today’s show, we are joined by Brendan Ahern, CIO of Kraneshares to discuss:
– The creation of Kraneshares Luxury ETF
– Demographic trends and utilizing the wealth affect
– Challenges in investing in international markets
– Luxury dynamics in a recession, and much more!
Here’s what I chewed on last week
The economy is fine. People think it’s awful.
