On today’s show, we talk about why the first 6 months of the year were one of the worst ever for financial markets, why it’s so difficult to gauge the economy right now, what’s priced into the stock market, the worst earnings call ever, the psychology behind inflation and much more.
We just got punched in the mouth
On today’s Talk Your Book, we spoke with Michael Grant of Calamos about today’s macro-environment, how the Fed can guide us to a soft landing, short selling the past 18 months, and much more.
Here’s what I chewed on last week
Tell people that everything is going to be fine and nobody will listen. Tell people that things are bad and getting worse and you can build a large audience.
The stock market thinks a recession is coming
On today’s show we discuss stock market return expectations, the sell-off in commodities, the back and forth on recession predictions, fighting the last war on the economy, why crypto crashed so bad, negotiating your cable bill down, and much more.
Clues to look for that the stock market is bottoming
On today’s Talk Your Book, we spoke with Bob Long of Conversus about giving financial advisors access to investments in private markets.
Inflation is the only thing that matters right now
