On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director of Schafer Cullen Capital Management to discuss:
– China’s affect on Emerging Markets
– Avoiding value-traps in EM
– Strong macro trends in India
– Passive vs. active management in Emerging Markets, and much more!
Here’s what I chewed on last week
The world is about to change in a big way.
On today’s show, we are joined by Meb Faber, Co-Founder and CIO of Cambria Investment Management to discuss:
– The rally and fundamentals are broadening out
– Why markets trend
– The valuation gap between US Stocks and Foreign Stocks
– Beer tasting, and much more!
On today’s show, we discuss:
– Inflation helping corporate profits
– What’s going on with chocolate
– Airport traffic hitting all-time highs
– The new Robinhood credit card
– The downfall of Jack Daniels, and much more!
On today’s show, we are joined again by Jason Barsema, Co-Founder and President of Halo Investing to discuss:
– Investing in notes structured around single stocks
– The difference between hard and soft protection
– What the Catapult Note is
– Halos annuity and annuity servicing capabilities for advisors, and much more!
On today’s show, we are joined by Dan Davidowitz to discuss:
– The SBF sentencing
– S&P 500s best start to the year since 2019
– Streaming stocks
– Amazon and Apple performance
– Healthcare GLP stocks booming, and much more!
On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!
On today’s show, we are joined again by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss:
– An economic update on China
– China’s buyer of last resort
– What happened in Chinese real estate, and much more!
On today’s show, we are joined by Liz Young, Head of Investment Strategy at SoFi to discuss:
– The FOMC meeting in March
– The rate-cut trade
– Investors getting more bullish
– Bitcoin ETF flows, and much more!
