Geopolitics, what happens when rates cross 5%, and much more on tonight’s What Are Your Thoughts?
Talk Your Book: Diversifying Away From the Magnificent 7
On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss:
– Flows into bullish and bearish levered funds
– Diversifying away from large-cap tech
– Utilizing the Nasdaq equal-weight ETF
– The appropriate time period to hold leveraged products, and much more!
These Are the Goods
Here’s what I chewed on last week
The Shrinking Investor Behavior Gap
Investors are settling in
The Compound and Friends: Rates Might Go Higher
On today’s show, we are joined by Callie Cox and Dion Rabouin to discuss:
– March’s hot CPI report
– Manufacturing is back
– A new meme stock in the making
– A bull market in lottery tickets, and much more!
Don’t Be Afraid
Are all-time highs a good time to buy stocks?
Animal Spirits: Enjoy the Bull Market While it Lasts
On today’s show, we discuss:
– How we prioritize our spending
– 1987 vs. the Covid crash
– Crazy index fund flows
– Stock market concentration
– Panic about government debt
– The tech recession in California
– Will Millennials move to Florida in retirement
– The most streamed shows, and much more!
Everything I Am
Thinking about life
Mike Francesa on my Podcast
MIKE FRANCESA
Talk Your Book: Emerging Market Fundamentals
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!