On today’s show, we are joined by Phil Huber of Savant Wealth and Doug Boneparth of Bone Fide Wealth to discuss the probability of a recession, bonds vs stocks, WWE’s sale, The Last of Us, and much more.
The Compound and Friends: Fat Privilege
Is This a New Bull Market?
The jury is out
Animal Spirits: Is a Soft Landing Inflationary?
On today’s show, we discuss why people still invest in stocks even when bond rates are high, international stocks are on a tear, the 60/40 argument that never dies, the Fed vs. the bond market, record high dividends in the stock market, why it’s so hard to predict bottoms, Michael’s NY Giants playoff game experience & much more.
Talk Your Book: Investing in Fallen Angels
On today’s show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck to discuss rising stars vs fallen angels, how to be tactical with fixed income, what a fallen angel is, and much more!
These Are the Goods
Buying a house, being a bank, and some questions about the future of media
The Compound and Friends: We Just Might Pull This Off
On todays show, we are joined by Callie Cox to discuss the December CPI print, the Fed vs the Market, healthy signs in the economy, UNC basketball, and much more!
Animal Spirits: What’s the Negative Catalyst?
On today’s show, we discuss Michael becoming famous for a Bezos prediction, the case for no recession in 2023, the bullish case for stocks, the bearish case for stocks, false signals from an inverted yield curve, why this is not 1970s-like inflation, 2023 movies and much more.
Talk Your Book: What Makes an Index Fund Work
On today’s show, we are joined by Rodney Comegys, Head of Vanguards Equity Investment Group to discuss how indexing works, what makes Vanguard so special, active investing vs passive investing, and much more!
No Recession
There are reasons to be optimistic about the economy
These Are the Goods
Buffett’s reinsurance, getting ahead by working, the case for gold, and much more
