Maybe things aren’t that bad after all
Talk Your Book: Fixing Fixed Income
On today’s Talk Your Book, we spoke to Russell Feldman from IMTC on innovating the fixed income investment process, differences between trading stocks vs. bonds, risk management within fixed income, and much more.
Animal Spirits: The Super Bubble
On today’s show, we discuss Jeremy Grantham’s super bubble call, how “don’t fight the Fed” has evolved, why all opinions are extreme today, how the bottom 50% are making the biggest financial progress, how the Fed screwed up the housing market and much more.
The Worst Year Ever
The last time interest rates had this sort of move was in January 2000
Talk Your Book: Interest Rates and Volatility
On today’s show, we spoke with Jason Barsema about the ins and outs of structured notes, how downside protection works, when it makes sense to use structured notes, and much more.
These Are the Goods
Here’s what I chewed on this week
Animal Spirits: Why So Bearish?
On today’s show, we discuss the pros and cons of student loan forgiveness, why the Fed has the ability to talk tough about inflation (for now), the difference between being bearish and being realistic, record high corporate profits, why we’re never going to get enough homes built and much more.
It’s Different This Time
Stocks are going lower
Buyers Are on the Sidelines
The housing market is all messed up
Talk Your Book: Investing in China
On today’s show, we spoke with Brendan Ahern to give us an update on China, Chinese stock listing issues, investing in China’s largest companies, and much more.