Animal Spirits: Gen Z is on Fire

On today’s show, we discuss:
– The types of people you see on every flight in America
– Why new highs in the stock market are perfectly normal
– Why the Fed should cut rates even in a strong economy
– This is more like the 1990s than the 1970s
– Young people are wealthier than you think
– The biggest story about the economy no one is talking about, and much more!

Talk Your Book: What’s Going on in the Bond Market?

On today’s show, we are joined again by Alex Morris, CIO of F/m Investments to discuss:
– 2024 rate cut possibilities
– The difficulty of forecasting, and why everyone got 2023 so wrong
– Utilizing spreads as a forecasting tool
– Why solving for corporate duration can be a useful risk management tool, and much more!

The Compound and Friends: How Neil Dutta Predicted “No Landing”

On today’s show, we are joined by Neil Dutta, Partner and Head Economist at Renaissance Macro Research to discuss:
– Neil’s 2023 non-recession call
– If the post-Covid economy broke all indicators
– Consumer sentiment coming back
– The Feds next move
– The election and the economy, and much more!

Animal Spirits: New All-Time Highs

On today’s show, we discuss:
– The average length of bull and bear markets
– What’s up with Small Cap stocks
– $8.8T in cash
– No show China
– The vibesession is over
– The softening labor market
– Airline credit cards
– 0% rate loans
– The Bitcoin ETF, and much more!

Talk Your Book: Live at FARMCON

On today’s show, we are live at FARMCON to discuss:
– The macro economy and inflation in 2023 and 2024
– Commodity trading with legendary trader Andy Daniels
– How behavioral finance affects investment decisions, and much more!