On today’s show, we are joined by Cathie Wood, CEO and CIO of ARK Invest to discuss the move in Nvidia, the tech trade, AI as an investment, the SPAC bust, the next meme movement, Tesla stock, and much more!
Animal Spirits: Something Has to Break
On today’s show, we discuss Ben’s guiding philosophy on life and markets, why people buy and sell stocks at the wrong times, Nvidia’s crazy run, why the economy remains so resilient, historic income gains at the bottom, greedflation, The Succession finale, and more.
Talk Your Book: Upside and Downside Customization For Your Portfolio
On today’s show, we are joined by Jason Barsema, Co-Founder and President of Halo Investing to discuss how structured notes are made, counterparty risk during banking crises, customizing structured notes, and much more!
These Are the Goods
Here’s what I chewed on last week
The Compound and Friends: Nvidia Breaks Away
On today’s show, we are joined by Dror Poleg, economic historian and author to discuss Nvidia’s earnings report, the AI surge, if AI will take all of our jobs, the remote work revolution, changes in social media, and much more!
Animal Spirits: Tech Stocks Are Back
On today’s show, we discuss the now-available Animal Spirits x Tropical Bros shirts, a great year for stocks (so far), Japan and Germany making new decade highs, US Government interest payments at all time highs, a postmortem on iBuyers, the end of the cable bundle, AirBnb for cars, and much more!
Talk Your Book: Streamlining Alternative Investments
On today’s show, we are joined by Brett Hillard, CIO of GLASfunds to discuss advisor pain points when investing in alts, the fund manager due diligence process, how interest rates affect the alternatives market, and much more!
Living a Rich Life with Ramit Sethi
On today’s show, we are joined by Ramit Sethi to discuss what a rich life is, spending money on things you love, filming a show with Netflix, handing relationships and money, and much more!
These Are the Goods
What happens if we default, the best long-term investment, a great TCAF, and more things I chewed on last week
The Compound and Friends: Where is the Crash
On today’s show, we are joined by Chris Davis of Davis Advisors and Morgan Housel of The Collaborative Fund to discuss CPI readings, the most important chart in finance right now, an update on WeWork, SVB executives selling, and much more!