The Compound and Friends: Hall of Fame Bull Market

On today’s show, we are joined by Brian Belski, Chief Investment Strategist and leader of the Investment Strategy Group for BMO to discuss:
– Price Targets and S&P 500 earnings
– The real estate sector being oversold
– Data on initial unemployment claims
– Utilities heating up, and much more!

Animal Spirits: Fighting Inflation

On today’s show, we discuss:
– The suffocating bull market
– The other side of government debt
– Jerry Seinfeld on when money changed everything
– Consumers are finally fighting back against inflation
– Wall Street translations
– Who is buying Bitcoin ETFs
– The bear case against housing, and much more!

Talk Your Book: Bitcoin Flows

On today’s show, we are joined by Christopher Jensen, Director of Digital Assets Research for Franklin’s Digital Asset Investment Strategies Group to discuss:
– The resiliency of Bitcoin
– The global casino vs global computer use-case theories
– Understanding the Bitcoin halving, and much more!

These Are the Goods

Articles Netflix’s perception as largely a “subscriber story” completely missed the boat (By Alex Morris, paid) As debt increases, you narrow the range of outcomes you can endure in life. (By Morgan Housel) It is the largest private equity fund ever raised (By Marc Rubinstein, paid) There’s no one on this list (or anywhere in…

The Compound and Friends: Priced to Perfection

On todays show, we are joined by Jeff deGraaf, Chairman and CEO of Renaissance Macro Research to discuss:
– Apple’s earnings report
– The May FOMC meeting and rate cut predictions
– Murmurs of stagflation
– Starbucks’ 3rd worst day ever
– A bottom in China equities, and much more!

Animal Spirits: Negative Arbitrage

On today’s show, we discuss:
– Michael vs. StubHub
– Inflation at Disney is undefeated
– 30 years of stock market returns
– The bond market correction rolls on
– ARKK is finally seeing an exodus
– Corporations are taking advantage of consumers
– The biggest AI winners
– The new normal of housing prices, and much more!

Talk Your Book: Hedging Your Portfolio with Options

On today’s show, we are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss:
– The pending acquisition by BlackRock
– Covered call performance in a bull market
– Tax benefits when utilizing options
– What’s driving option-overlay growth in todays market, and much more!

Animal Spirits: A Healthy Pullback

On today’s show, we discuss:
– Why the stock market needed a correction
– Why the 1990s is an outlier (in more ways than one)
– Economic growth is a policy choice
– Gen Z is doing better than you think
– Living in the U.S. vs. Europe
– The number of households with a paid off mortgage
– The renovation boom, and much more!

Talk Your Book: The Bull Case for India

On today’s show, we are joined by Anupam Ghose, Managing Partner at System Two Advisors to discuss:
– Why the China story is different than the India of today
– India’s macro tailwinds
– How GDP growth translates to higher stock prices
– Risks involved when investing in India, and much more!