The Compound and Friends: Adam Parker Returns

On today’s show, we are joined by Adam Parker, Founder and CEO of Trivariate Research to discuss:
– The 2024 economic outlook
– The companies with the strongest earnings growth
– Technology stock picks for 2024
– The affect of buybacks on stock performance, and much more!

Animal Spirits: The Cash-Returning Machine

On today’s show, we discuss:
– Setting return expectations moving forward
– US Large Cap stocks generating a ton of cash
– A bear market in used cars
– An update on Bitcoin ETFs
– Great Quarter Guys
– Driving in a blizzard, and much more!

Talk Your Book: Building Portfolios with AI

On today’s show, we are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss:
– The experience of a diversified investor in 2023
– Utilizing AI to build portfolios for advisors
– Helios’ latest trading service offering, and much more!

The Compound and Friends: Man On Fire

On today’s show, we are joined by Dan Ives, Senior Equity Research Analyst covering the tech sector at Wedbush to discuss:
– Apple valuations
– The Magnificent 7’s outlook for 2024
– Dan’s best investment ideas
– An AI roadmap for investors
– Recent tech layoffs heating up, and much more!

Animal Spirits: The Fee War Comes to Crypto

On today’s show, we discuss:
– The biggest winners and losers of 2023 in the markets
– Short-term vs. long term returns for stocks
– Why the U.S. dominates financial markets
– The problem with being right once in a row
– Bitcoin ETF fees
– Americans are richer than you think, and much more!

Talk Your Book: Reliable Monthly Payouts to Age 100

On today’s show, we are joined by Nate Conrad, Head of LifeX to discuss:
– How LifeX can earn higher yields than US Treasuries
– How payoffs differ depending on investor age
– Utilizing the LifeX income fund within a portfolio, and much more!