It’s incredible how much we’ve been through over the past few years.
Animal Spirits: Millennials Will Buy All the Stocks
On today’s show, we discuss what happens to stocks after a bad year, why foreign stocks are outperforming, why any recession should be mild, how millennials will impact stock market valuations, generational homeownership rates, and much more.
Talk Your Book: Diversify Your Diversifiers
On today’s show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss how rising yields affect alternative strategies, Simplify’s interest rate hedge strategy, utilizing VIX strategies, and much more!
These Are the Goods
The age of surplus, prooductive bubbles, the horror genre, and more things I chewed on this week
The Compound and Friends: Ric Edelman Unplugged
On today’s show, we are joined by Ric Edelman, best-selling author and founder of Edelman Financial Engines to discuss where crypto goes from here, what’s going on with the dollar, why the 60/40 is not dead, the AI race, and much more!
Scale up, Scale Down
The cloud is changing how businesses do business
Animal Spirits: The Crockpot Recession
On today’s show we discuss why the bond market is so confused, why consumers are so confused, why Vanguard continues to dominate, why inflation is finally heading lower, why millennials aren’t as broke as you think, why first-time homebuyers are out of luck and much more.
Talk Your Book: Hidden Pricing Power
On today’s show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss finding wide moats, discovering hidden pricing power, using movie anecdotes to invest, and much more!
These Are the Goods
here’s what I chewed on last week
The Compound and Friends: Somebody’s gonna be wrong
On today’s show, we are joined by Liz Young, Head of Investment Strategy at SoFi to discuss the March CPI report, a constructive market, issues in commercial real estate, the latest Netflix movie, Josh’s trip to Paris, and much more!