Have stocks earned a monetary premium?
Talk Your Book: The Mount Rushmore of ETFs
On today’s show, we are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss:
– The creation of the Nasdaq 100
– Where the QQQ ticker comes from
– The Nasdaq 100 special rebalance in 2023, and much more!
These Are the Goods
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