Here’s what I chewed on last week
The Compound and Friends: Inflation in Plain English
On today’s show, we are joined by Dan Greenhaus of Solus Alternative Asset Management and Peter Boockvar of Bleakley Financial Group to discuss:
– Inflation ticking up
– A weak bubble in 2024
– Investing in China, Japan, and India
– The possible banning of Tik Tok
– Tesla underperformance, and much more!
Animal Spirits: The Richest Country in the World
On today’s show, we discuss:
– One of the most resilient stock rallies ever
– Money market funds vs. crypto
– Americans are rich
– The stock market has always been concentrated
– Inflation at the grocery store
– The biggest reason the Fed needs to cut rates
– Some good news for first-time homebuyers, and much more.
We’re Coming to California
What we’re doing in Los Angeles, and how we’re growing our business.
And One More Thing About Nvidia
Nvidia has earned this run. Maybe not all of it, but certainly a lot of it.
Talk Your Book: The Bitcoin Halving
On today’s show, we are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss:
– The new Bitcoin ETFs
– How much news is priced into Bitcoin price
– What the Bitcoin halving is
– How crypto and macro economics fit together
– Institutional adoption of Bitcoin, and much more!
Are Index Funds Breaking the Stock Market?
I added to the endless pile of articles that argue about the merits of index funds, and what impact they’re having on the market.
These Are the Goods
Here’s what I chewed on last week
The Compound and Friends: Will It End Badly?
On today’s show, we are joined by Todd Sohn, ETF and Technical Strategist at Strategas Securities to discuss:
– The top ETFs to gauge market conditions
– Cash and money market fund flows
– What a low VIX could mean for markets
– A broadening vs concentrated rally
– Robinhood is back, and much more!
Animal Spirits: Things Are Getting Stupid Again
On today’s show, we talk about:
– Why the markets continue moving higher
– Why buy and hold is the best (and worst) strategy
– How 401ks impact the stock market
– Billionaires can’t complain about inflation
– Consumers keep consuming
– Th richest generation in history
– Crypto just won’t die
– Why we keep seeing so many booms & busts
– The best new shows of 2024, and much more.