Animal Spirits: Dunking on Doomers

On today’s episode, we discuss:
– Good news on the economy
– Why the stock market loves lower inflation
– Did Elon Musk help lower inflation
– Getting bullish on consumer sentiment
– Netflix won the streaming war
– Rich Dad/Poor Readers
– Timing the the housing market, and much more!

Talk Your Book: The Companies Are Fine

On today’s show, we are joined by Alex Morris, CIO and President of F/m Investments to discuss:
– F/m Investments Opportunistic Income ETF
– Interest rate risk vs. credit risk
– Market cap weighting bonds
– Knowing when to sell a bond, and much more!

Animal Spirits: The Ben Carlson Top

On today’s episode, we discuss:
– Charlie Munger
– The Fed doesn’t matter as much as you think
– Negativity bias in America
– The blame game for inflation
– Why you don’t invest based on the headlines
– Narratives on bond yields
– Doom spending in the economy
– A quiet crypto boom, and much more!

Talk Your Book: High Prices Cure High Prices

On today’s Talk Your Book, we are joined again by Sal Gilbertie, CEO of Teucrium to discuss:
– The golden grain cycle
– The cost of production and expected long term returns for commodities
– How everyone got the oil market wrong
– How the US dollar affects the commodity market. and much more!

The Compound and Friends: It Turns Out the Fed Doesn’t Matter

On today’s show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for JP Morgan Asset Management to discuss:
– Strategist predictions for 2024
– JPMs prediction for 2024
– Magnificent 7 performance vs the S&P 493
– A massive bond rally, and much more!

Animal Spirits: $525k To Be Happy

On today’s show, we discuss:
– Why people keep spending so much money
– Long droughts between new highs in the stock market
– The best upside AI hedge
– Intelligence vs. pessimism
– Denominator blindness with inflation
– Most Americans are better off
– Why people are unhappy at work
– When it will be a good time to buy a house again, and much more!