Episodes
April 19, 2023
The Crockpot Recession (EP.304)
On today's show we discuss why the bond market is so confused, why consumers are so confused, why Vanguard continues to dominate, why inflation is finally heading lower, why millennials aren't as broke as you think, why first-time homebuyers are...
April 17, 2023
Talk Your Book: Hidden Pricing Power
On today's show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss finding wide moats, discovering hidden pricing power, using movie anecdotes to invest, and much more! ...
April 12, 2023
The Year of Disappointment (EP.303)
On today's show, we discuss corrections during election years, rich boomers, how great AirBNB is, more issues at Twitter, Successions last season, and much more! Find complete shownotes on our blogs... Ben Carlson’s Michael...
April 10, 2023
Talk Your Book: Defining the Downside
On today's show, we are joined again by Bruce Bond to discuss Innovators latest fixed-income focused barrier ETFs, how rate volatility affects ETF yield, risk-reward in fixed-income, and much more! Find complete shownotes on our blogs... ...
April 5, 2023
The 3 Levels of Wealth (EP.302)
On today's show we discuss why investors are always looking to catch a falling knife, a reversal in the markets since last year, why European stocks are outperforming, how money market funds became the biggest market story of the year,...
April 3, 2023
Talk Your Book: No Bank Runs in Commercial Real Estate
On today's show, we spoke with Tom Miller, CEO and CIO of USQ to discuss real estate in Manhattan, the hottest sectors of commercial real estate, office space investing in the next few years, and much more! Find complete shownotes on our...
April 1, 2023
Talk Your Book: Car Dealership Guy
On today's show, we are joined by CarDealershipGuy to discuss buying a car in 2023, buying v leasing, the downfall of Carvana, the electric car market, and much more! Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s ...
March 29, 2023
The Worst Chart in Finance (EP.301)
On today's show we discuss why investing is so hard, the time between all-time highs in a bear market, why the Fed is in such a tough spot, ramifications from the banking crisis, low supply in the housing market, why people think their children will...
March 27, 2023
Talk Your Book: Startups in a Crisis
On today's show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, the CEO and CIO of DFD Partners to discuss tools for business owners and treasury cash management, and distribution solutions for advisors and asset...
March 22, 2023
The Lender of Last Resort (EP.300)
On today's show we discuss the latest from the banking crisis, the market's reaction to bank runs, what the Fed should do next, why service inflation is higher than goods inflation, why crypto is rallying this year, how much money it takes to be rich...
March 20, 2023
Talk Your Book: How to Buy Treasuries
On today's show, we are joined by Alex Morris, Co-Founder and CIO of F/m Investments and the US Benchmark Series to discuss yield volatility, why it's so hard to buy single treasuries, the 2023 banking crisis, and much more! Find complete...
March 15, 2023
The Panic of 2023 (EP.299)
On today's show we discuss Silicon Valley Bank, the psychology of bank runs, how the Fed broke stuff, FDIC insurance, why the banking industry is forever changed, tech is the new Wall Street, why the bank crisis could be bullish for the stock market...
March 13, 2023
Talk Your Book: The Carrying Cost of Crazy
On today's show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management about the SVB drama, interest rates moving forward, a slowdown of consumer spending, and...
March 8, 2023
How Much Do You Need to Make to be Rich? (EP.298)
On today's show, we discuss reaction to Powells testimony, richsession in chart form, Silvergate drama, Michaels humble brags, Karen-Batnick, and much more! Find complete shownotes on our blogs... Ben Carlson’s Michael...
March 6, 2023
Talk Your Book: A Bull Market in Tickers
On today's show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss how to use leveraged ETFs, the cost of leverage, exciting thematics in 2023, and much more! Find complete shownotes on our...
March 4, 2023
Talk Your Book: Lifetime Income
On today's show, we are joined by David Blanchett, Managing Director and Head of Retirement Research at Prudential to discuss how advisors should think about incorporating annuities, what annuities make sense for clients, income strategies within...
March 1, 2023
Are Bonds Competition For Stocks (EP.297)
On today's show we discuss Michael's trip to Disney, the economy is too hot to not go into a recession, why inflation remains elevated, the junk stock rally, why housing prices aren't falling faster, an appreciation for streaming and much more. ...
Feb. 27, 2023
Talk Your Book: The "Tech Heavy" Nasdaq
On today's show, we are live from the Exchange ETF conference in Miami with Phil Mackintosh, Chief Economist and Senior Vice President at Nasdaq to discuss where interest rates may go this year, if we're in a recession, IPO performance, and much more!...
Feb. 20, 2023
Talk Your Book: Investing in Quality Growth
On today's show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss how return on equity works, dealing with changing moats, setting expectations for returns, and much more! Find complete shownotes on...
Feb. 15, 2023
When Money Becomes a Liability (EP.296)
On today's show, we discuss if inflation is behind us, the AI bubble, popular strategies during a bear market, Fleishman in real life, parking spaces, and much more! Find complete shownotes on our blogs... Ben Carlson’s Michael...
Feb. 13, 2023
Talk Your Book: Bitcoin Doesn't Know It's Price
On today's show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss a sentiment check with Bitcoin, use cases, a year in review for 2022, how Bitcoin has held up better than expected, and much more. Find...
Feb. 8, 2023
Ready to Pop (EP.295)
On today's show we discuss the psychology behind big gains and losses, why retail traders are buying again, entertainment vs. advice with Jim Cramer, new bull market vs. bear market rally, value vs. growth. vs. rates, the strongest labor market of our...
Feb. 6, 2023
Talk Your Book: The Prophet of Capital Preservation
On today’s show, we had Darren Schuringa, CEO and Founder of ASYMmetric ETFs on to discuss market volatility, how leverage works within leveraged ETFs, how ASYMmetric utilizes leverage and trend following, and much more! Find complete shownotes on...
Feb. 1, 2023
Benjamin Graham Disciple (EP.294)
On today's show we discuss the stock and bond market rallies in 2023, why certain investors are so pessimistic all the time, housing market activity bottoming, the most hated economic expansion of all-time, context around tech layoffs, consumer...