Economic noise, a hard reckoning, building a winning culture, and more things I chewed on last week
Why So Bearish?
Everyone is bearish on the stock market except the stock market itself
Talk Your Book: Lifetime Income
On today’s show, we are joined by David Blanchett, Managing Director and Head of Retirement Research at Prudential to discuss how advisors should think about incorporating annuities, what annuities make sense for clients, income strategies within 401Ks, and much more!
The Compound and Friends: Dan Nathan Predicts Recession
On today’s show, we are joined by Guest Host Nick Maggiulli and Principal and Co-Founder of RiskReversal Advisors and Media, Dan Nathan to discuss buybacks, Salesforce earnings, more crypto failures, and much more!
Animal Spirits: Are Bonds Competition For Stocks?
On today’s show, we discuss Michael’s trip to Disney, the economy is too hot to not go into a recession, why inflation remains elevated, the junk stock rally, why housing prices aren’t falling faster, an appreciation for streaming, and much more.
Talk Your Book: The “Tech Heavy” Nasdaq
On today’s show, we are live from the Exchange ETF conference in Miami with Phil Mackintosh, Chief Economist and Senior Vice President at Nasdaq to discuss where interest rates may go this year, if we’re in a recession, IPO performance, and much more!
These Are the Goods
Inflation comes in hot, Buffett on buybacks, finding your mission, and more things I chewed on last week
Too Hot For Comfort
The economy is too strong to avoid a recession
Talk Your Book: Investing in Quality Growth
On today’s show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss how return on equity works, dealing with changing moats, setting expectations for returns, and much more!
These Are the Goods
Bloat at Google, a good income, regulation in crypto, and more things I chewed on last week
