Bloat at Google, a good income, regulation in crypto, and more things I chewed on last week
The Compound and Friends: High Conviction
On today’s show, we are joined by Dan Russo of the Potomac Fund and Jay Woods, a CMT Board Member to discuss Elons tweets, who’s right: the bulls or the bears, the Super Bowl, and much more!
Animal Spirits: When Money Becomes a Liability
On today’s show, we discuss if inflation is behind us, the AI bubble, popular strategies during a bear market, Fleishman in real life, parking spaces, and much more!
Talk Your Book: Bitcoin Doesn’t Know It’s Price
On today’s show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss a sentiment check with Bitcoin, use cases, a year in review for 2022, how Bitcoin has held up better than expected, and much more.
These Are the Goods
A healthy relationship with money, why the stock market won’t fall this year, dealing with regret, and more things I chewed on last week
The Compound and Friends: Belski the Bull
On today’s show, we are joined by Brian Belski, Chief Investment Strategist at BMO Capital Markets to discuss sector rotation, earnings, Iger returning to Disney, and much more!
Animal Spirits: Ready to Pop
On today’s show, we discuss the psychology behind big gains and losses, why retail traders are buying again, entertainment vs. advice with Jim Cramer, new bull market vs. bear market rally, value vs. growth. vs. rates, the strongest labor market of our lifetimes, tales from Miami, and much more.
Talk Your Book: The Prophet of Capital Preservation
On today’s show, we had Darren Schuringa, CEO and Founder of ASYMmetric ETFs on to discuss market volatility, how leverage works within leveraged ETFs, how ASYMmetric utilizes leverage and trend following, and much more!
These Are the Goods
The broken Vix, soft versus hard data, a big regime change, and more things I chewed on last week
The Compound and Friends: Sentiment Rally
On today’s show, we are joined by Jason Hsu, Founder and CIO of Rayliant Global Advisors to discuss FOMC meeting fallout, big tech earnings reports, market sentiment, China reopening, and much more!
