On today’s show, we talk about:
– Why the markets continue moving higher
– Why buy and hold is the best (and worst) strategy
– How 401ks impact the stock market
– Billionaires can’t complain about inflation
– Consumers keep consuming
– Th richest generation in history
– Crypto just won’t die
– Why we keep seeing so many booms & busts
– The best new shows of 2024, and much more.
The Fear of Missing Out
I can’t believe we’re doing this again
Talk Your Book: Private Investing for Fiduciaries
On today’s show, we are joined by Jacob Miller, Co-Founder of Opto Investments to discuss:
– How difficult it is for RIAs to get private market exposure
– The growth of private credit, and why that may be an issue
– Opto’s screening process for private investments, and much more!
These Are the Goods
Here’s what I chewed on this week
The Compound and Friends: Warren Buffett’s Margin of Safety
On today’s show, we are joined by Larry Cunningham, Author of The Essays of Warren Buffett, to discuss:
– Saying goodbye to Charlie Munger
– Nine stock tips hiding in Warren Buffett’s letter
– Berkshire Hathaway’s succession plan
– The Disney proxy fight, and much more!
Animal Spirits: Now Show Japan
On today’s show, we discuss:
– Where to stay in the Florida Keys
– The Eli Manning podcast
– The market needs a healthy correction
– Japanese equities making a come back
– Good news for homebuyers
– The new Costner trailer, and much more!
Top 10 Day of My Life
I spent the afternoon with my favorite athlete of all-time.
Talk Your Book: Investing for Income
On today’s show, we are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss:
– Asset allocation decisions within multi-asset funds
– How rate changes affect portfolio yield
– Investors overallocation to cash
– Understanding convertible bonds, and much more!
These Are the Goods
Here’s what I chewed on this week
The Compound and Friends: The One With Ryan Detrick
On today’s show, we are joined by Ryan Detrick, Chief Market Strategist at Carson Group to discuss:
– NVDAs dominance, earnings, and tech performance moving forward
– Reasons to be bullish
– The healthiest consumer we’ve ever seen
– Returns and elections, and much more!