Episodes

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...

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 show...

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 A We...

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 t...

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 a...

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 ...

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! ...

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 bull...

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 o...

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 A Wealth of Co...

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 shown...

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, inc...

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 strea...

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...