On today’s show, we are joined by GMO Co-Founder and Investment Strategist Jeremy Grantham to discuss:
– The beginnings of GMO
– Investing in quality
– The magnificent 7 and the beginnings of indexing
– Investing through bubbles
– The current bull market, and much more!
On today’s show, we discuss:
– Future Proof
– How markets have changed over the past 70 years
– Why allocations to stocks are higher than they were in the past
– Small caps vs. large caps
– Trading options vs. gambling on sports
– Why people spend more money then they earn
– Why the vibes are off in the economy
– Starter homes, and much more!
On today’s show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss:
– Wealth managers vs. institutions investing in alternatives
– How advisors are utilizing GLASfunds
– Investing in alts in a rising-rate environment
– How private investments could be improved, and much more!
Finding balance in life
Here’s what I chewed on last week
On today’s show, we are joined by Rob Arnott, Founder and Chairman of Research Affiliates to discuss:
– The aftermath of the dot-com bubble
– If starting valuations matter
– Big tech dominance in 2023
– Investing in AI and NVDA, and much more!
I’m lucky to be able to do what I love to do
On today’s show, we are live at Future Proof to discuss:
– What we actually do at RWM
– If Apple is the next IBM
– Canadian real estate
– Issues at ESPN
– Traveling to California, and much more!
On today’s show, we are joined by Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets, and Ramine Bigdeliazari, Director of Product at Fidelity Digital Assets to discuss:
– What the SEC ruling means for digital assets
– How an ETF may affect the crypto ecosystem
– The migration of talent within crypto
– Macro changes and digital asset reactions, and much more!
Here’s what I chewed on last week
