Animal Spirits: Finally, A Slowdown

On today’s show, we discuss:
– The cooling labor market
– Why the 60/40 portfolio looks more attractive now
– Why the Fed is in a tough spot
– Why everyone hates this economy
– How to become a millionaire
– Realtor commissions
– Reclining your seat on a plane, and much more!

The Compound and Friends: The Credit Crunch is Just Beginning

On today’s show, we are joined by Cam Harvey, the godfather of the yield curve indicator to discuss:
– Using the yield curve indicator in 2023
– What a steepening yield curve means for investors
– Can higher rates actually stimulate the economy?
– The new era of systematic investing, and much more!

Talk Your Book: Betting on Duration

On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!

Animal Spirits: The Biggest Rug Pull of Our Lives

On today’s show, we discuss:
– Why so many people hate this economy
– Anecdotes vs. data
– A depression in the mortgage industry
– The good news about falling stock prices
– Small caps look cheap
– Consumers need a recession, and much more!

Talk Your Book: Investing in Luxury

On today’s show, we are joined by Brendan Ahern, CIO of Kraneshares to discuss:
– The creation of Kraneshares Luxury ETF
– Demographic trends and utilizing the wealth affect
– Challenges in investing in international markets
– Luxury dynamics in a recession, and much more!