On today’s show, we spoke with Allen Bond from Jensen Investment Management about finding high-quality growth stocks and investing during a bear market.
Talk Your Book: High Quality Growth Stocks
What Happens When Prices Fall
Investors all across the risk spectrum are experiencing different degrees of pain
Coming in Hot
The question now is how quickly will inflation change consumer spending and how quickly will that cool off inflation.
Animal Spirits: Good News is Bad News
On today’s show we discuss why everyone thinks we’re already in a recession, living paycheck to paycheck on $250k a year, why crypto makes more sense in a bull market, why it feels like the stock market should be down way more, Top Gun: Maverick and much more.
How’s the Consumer?
How is the American consumer? That depends on who you ask and what they’re looking at. Today we got some grim news out of Target for the second time in the last couple of weeks. The CEO said “We were chasing hard in 2021 to get more of the inventory that our guest was looking…
Talk Your Book: Hedging the Different Types of Inflation
On today’s Talk Your Book, we spoke with Don Casturo from Quantix Commodities and Kristof Gleich from Harbor Capital to discuss how to hedge inflation with commodities and ongoing market dynamics within real assets.
These Are the Goods
Here’s what I chewed on last week
The Real Estate Frenzy is Over
Finally, some relief in the housing market
Animal Spirits: The Round Trip
On today’s show we discuss what the narrative would be if we went back to new highs, why high oil prices are so worrisome, why the housing market is more important than the stock market, some good news about the U.S. economy, the new Top Gun and much more.
A New Narrative
What will the headlines say if the S&P 500 hits a new all-time high?
