On today’s show we discuss:
– The two types of bear markets
– Why everyone was wrong but the Stock Market was right about a recession
– Speculation vs. interest rates
– Real estate as an investment
– Why everyone underestimated the consumer
– The unhealthy housing market rolls on, and much more!
Talk Your Book: Future Proof Festival
On today’s show, we are joined by Matt Middleton, CEO and Co-Founder of Advisor Circle to discuss:
– How Advisor Circle was started
– Why conferences needed to change
– Future Proof in 2022, and changes coming for 2023
– What value an advisor can get out of Future Proof, and much more!
These Are the Goods
Here’s what I chewed on last week
The Compound and Friends: We Have Lost All Sense of Decorum
On today’s show, we are joined by Sam Ro of TKer and Jack Raines of Litquidity to discuss:
– The content business
– 2023 price targets
– Why traditional valuation techniques aren’t working
– NFLX earnings, and much more!
Polar Opposites
This year is a complete 180 from the year prior
Animal Spirits: Recession Not Required
On today’s show, we discuss:
– The stock market vs. the Fed’s balance sheet
– Why expectations matter more than fundamentals in the short-run
– The cruel irony of investing
– How to hedge hyperinflation
– Why no one can claim victory on a soft landing
– Why the US economy is so much bigger than the Eurozone
– Dwight Schrute and the human condition
– Movies are back, and much more!
Talk Your Book: The Impact of a Bitcoin ETF
On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss:
– Knock-on affects of a Bitcoin Spot ETF
– The Grayscale discount
– Bitcoin in Bear Markets vs Bull Markets
– If inflation falling is actually good for crypto, and much more!
The Cruel Irony of Investing
The day the stock market bottomed
These Are the Goods
Here’s what I chewed on last week
The Compound and Friends: Michael Cembalest Takes Us to School
On today’s show, we are joined by Michael Cembalest of JP Morgan to discuss:
– Cooling inflation
– Mega-cap earnings and dominance
– A thawing IPO market
– Wall Street Strategists’ view for the second half of the year, and much more!