On today’s show, we discuss:
– Bull market corrections
– Why valuations don’t matter all that much
– Why people were so wrong about the stock market
– Why we haven’t gotten a recession yet
– $1 trillion in credit card debt
– Robinhood’s results
– Tipping at a hotel, and much more!
On today’s show, we are joined by John Neff, Partner and Portfolio Manager of AKRE Capital Management to discuss:
– The AI investing craze
– The creation of fundamental analysis
– Compounding returns with Warren Buffett
– Running a highly concentrated portfolio, and much more!
Here’s what I chewed on last week
On today’s show, we are joined by Mark Fisher, Founder and CEO of MBF Trading and Joe Terranova, Chief Market Strategist and Senior Managing Director for Virtus Investment Partners to discuss:
– Commodities in 2023
– Ackmans US Treasury short position
– US debt downgrade
– Investing during election cycles, and much more!
On today’s show, we discuss:
– The biggest behavioral bias in investing
– The number of IPOs that survive
– Rolling the dice on the stock market
– Why the consumer doesn’t care about higher rates
– Fiscal vs. monetary policy
– Some good news for first time home buyers, and much more!
Stocks are no longer the only game in town.
Things are looking good, except for that indicator with a perfect track record. Asterisk, asterisk.
On today’s show, we are joined again by Bruce Bond, Founder and CEO of Innovator ETFs to discuss:
– How 100% downside protection works
– What upside you can earn with complete downside protection
– Who this product makes the most sense for
– How rates and option premiums affect the strategy, and much more!
Here’s what I chewed on this week
On today’s show, we are once again joined by J.C. Parets to discuss:
– J.C.’s chart storm
– The new bull market
– Earnings beats in Q2
– Messi playing for Inter Miami, and much more!
