The Compound and Friends: The Magnificent 7 is a Bubble

On today’s show, we are joined by Richard Bernstein, CEO and CIO of Richard Bernstein Advisors to discuss:
– A possible Magnificent 7 bubble, and US equities moving forward
– Bitcoin ETF Fund flows and Bitcoin usage
– Politics vs fundamentals
– Checking in on New York sports, and much more!

Animal Spirits: Passive is Eating the Market

On today’s show, we discuss:
– Why McDonalds is getting more expensive
– The prospects for another bear market this year
– Fundamentals that drive stock returns
– Concentration in the S&P 500
– Nvidia vs. China
– Tail risk strategies
– Consumer credit
– Commercial real estate
– Youth sports, and more!

Talk Your Book: Talking Bonds at the New York Stock Exchange

On today’s show, we are joined by Kay Herr and Rick Figuly of JP Morgan’s Global Fixed Income, Currency, and Commodities Group to discuss:
– JP Morgan’s newest bond ETF offering
– Why JP Morgan chose the NYSE over other exchanges
– What a securitized bond is, and how they work
– Thoughts on interest rates, and much more!

Animal Spirits: The Holy Grail of Investing

On today’s show, we discuss:
– Concentration risk in the US stock market
– Economic dominance from the United States
– When the Fed will cut rates
– Competing takes on the Apple Vision Pro
– Macro is hard
– Wage growth won’t quit
– Why there are so many realtors
– Another investing book from Tony Robbins, and much more!

Talk Your Book: Investing in Infrastructure

On today’s show, we are joined again by Bob Long, CEO of StepStone to discuss:
– What investments StepStone is making within Infrastructure
– How liquidity works with infrastructure investments
– The inner workings of interval funds, StepStones fees, and much more!