Episodes

The Only Game in Town (EP.308)
May 17, 2023

The Only Game in Town (EP.308)

On today's show we discuss debt ceiling drama, the best long-term investment, money market funds, catching a falling knife, 24 hour trading, why workers are happier than ever, the greatest wealth transfer in history, why weal...
Talk Your Book: Fidelity Digital Assets Mailbag
May 15, 2023

Talk Your Book: Fidelity Digital Assets Mailbag

On today's show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss what drives the price of Bitcoin, where to store Bitcoin, Bitcoin staying out of the headlines, and much more! Find comp...
Business Optimism Crashes (EP.307)
May 10, 2023

Business Optimism Crashes (EP.307)

On today's show we discuss regional bank failures, confidence in the Fed, international diversification, the V-shaped recovery in the labor market, vibes vs. data in the economy, the best company in the world, middle age and ...
Bear Market Lessons (EP.306)
May 3, 2023

Bear Market Lessons (EP.306)

On today's show, we discuss never shorting junk food, a purgatory market, why spending isn't slowing down, our first mortgage rates, the First Republic takeover, and much more! This episode is sponsored by Simplify. Learn mor...
Talk Your Book: CLOs – The Providers of Leverage
May 1, 2023

Talk Your Book: CLOs – The Providers of Leverage

On today's show, we are joined by Thomas Majewski, Managing Partner of Eagle Point Credit Management to discuss what a CLO is, differences between a CLO and a CDO, how Eagle Point Credit is able to pay these yields, the 2023 ...
Millennials Will Buy All the Stocks (EP.305)
April 26, 2023

Millennials Will Buy All the Stocks (EP.305)

On today's show we discuss what happens to stocks after a bad year, why foreign stocks are outperforming, why any recession should be mild, how millennials will impact stock market valuations, generational homeownership rates...
Talk Your Book: Diversify Your Diversifiers
April 24, 2023

Talk Your Book: Diversify Your Diversifiers

On today's show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss how rising yields affect alternative strategies, Simplify's interest rate hedge strategy, utilizing VIX strategies, and much more! Fin...
The Crockpot Recession (EP.304)
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...
Talk Your Book: Hidden Pricing Power
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 inve...
The Year of Disappointment (EP.303)
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 A Wealth ...
Talk Your Book: Defining the Downside
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 ...
The 3 Levels of Wealth (EP.302)
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...
Talk Your Book: No Bank Runs in Commercial Real Estate
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...
Talk Your Book: Car Dealership Guy
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...
The Worst Chart in Finance (EP.301)
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...
Talk Your Book: Startups in a Crisis
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...
The Lender of Last Resort (EP.300)
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 ...
Talk Your Book: How to Buy Treasuries
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! ...
The Panic of 2023 (EP.299)
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...
Talk Your Book: The Carrying Cost of Crazy
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...
How Much Do You Need to Make to be Rich? (EP.298)
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...
Talk Your Book: A Bull Market in Tickers
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...
Talk Your Book: Lifetime Income
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...
Are Bonds Competition For Stocks (EP.297)
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...