On today's show we discuss continued strength in the labor market, sticky high inflation, why the market isn't listening to the Fed anymore, the case for a 20% decline in housing prices, why Netflix rules streaming, sending …
On today's show, we are joined by Bob Long, CEO of StepStone Private Wealth to discuss timing private markets, how valuations have held up in private markets, an update on venture capital, and much more! Find complete show…
On today's show we discuss the round trip in oil prices, why predicting the future is so difficult, how we define a bubble, why interest rates didn't go higher, active outflows are speeding up, Black Friday deals we found, c…
On today's show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss writing call options, buying growth at a reasonable price, earnings in 2023, and much more! Find complete show…
On today's show we discuss the impact of interest rates on business formation, the opposite of stagflation, why there was no spillover from the crypto crash, why the S&P 500 is not the economy, why remote work might bring do…
On today's show we discuss inflation is finally falling, will the stock market wait for the Fed's all-clear, the FTX saga, how SBF fooled everyone, what comes next for crypto, why streaming stocks are struggling, 5 years of …
On today's show, we have Bruce Bond, CEO of Innovator ETFs give us an update on the buffered ETFs, how buffers and caps behave during high-volatility environments, how advisors are using these products, and much more! Find…
On today's episode we discuss the Fed sending us into a recession, our only chance for a soft landing, why predicting inflation is so difficult, why there is no such thing as a normal market, the biggest risk in crypto, why …
On today's show we discuss why most people don't care about the bear market, the relationship between wages and inflation, why we won't see a repeat of the 1970s, why Apple is the best company in the world, the revenge of th…
Ben and Michael are joined by Jack Neureuter, Fidelity Digital Assets Research Analyst, and Ramine Bigdeliazari, Director of Product for Fidelity Digital Assets to discuss Fidelity's relationship and interest in crypto, proo…
On today's show we discuss the slowing housing market, taking Animal Spirits on the road, why consumers keep spending money, how the stock market moves during a bear market, some optimism for a 60/40 portfolio, why the 4% ru…
On today's show we discuss the trouble with nailing the bottom in a bear market, why money continues flowing into ARK, why the VIX isn't higher, sticky inflation, why the bottom 50% has seen their net worth double since the …
On today's show we discuss a late-night trip to the ER for a broken leg, good news is bad news in the labor market, the last time the Fed sent us into a recession, earnings vs. stock market performance, the inflation burp, w…
On today's show, we speak with Michael Reisner, Co-CEO of CION Investments about investing in private credit in this environment, how CION can be publicly traded, how a recession may affect floating rate credit investments, …
On this week's show we discuss why we're getting more excited about stock prices as they fall, why expected returns are rising, where investors will move their money with higher yields, Credit Suisse vs. Lehman Brothers, how…
On today's show, we are joined by Kevin Kelly, CEO and Founder of Kelly Intelligence to discuss what CRISPR technology is, use cases, and investing in the future of Healthcare 2.0. Find complete shownotes on our blogs... …
On today's show we discuss is the Fed making a huge mistake, why it's so difficult to predict the economy, why it's so easy to be bearish right now, breaking the housing market, why we've turned on Jerome Powell, the bullish…
On today's show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about tax-loss harvesting, replicating exchange funds, and de-concentrating portfolios using managed option strategies. Find complete shown…
On today's episode we recap our experience at Future Proof, interest rates vs. inflation for the stock market, a blow-off top in short-term rates, what could cause international stocks to outperform, housing inflation, why t…
On today's show, we spoke to Fabric Risk Co-Founder, Rick Bookstaber about identifying risks for advisors, lifestyle characteristics and risks, the MSCI factor model, scenario testing, and much more. Find complete shownotes …
On today's show, we discuss the worst first 8 months ever, the illiquidity premium, Q2 earnings, The Robinhood Investor Index, and much more! Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Lik…
On today's show, we had David Mazza, Head of Product at Direxion to talk about the use cases and risks of investing in single stock, leveraged, and inverse ETFs Find complete shownotes on our blogs... Ben Carlson’s Michae…
On today's Talk Your Book, we spoke to Russell Feldman from IMTC on innovating the fixed income investment process, differences between trading stocks vs. bonds, risk management within fixed income, and much more. Find com…
On today's show we discuss Jeremy Grantham's super bubble call, how "don't fight the Fed" has evolved, why all opinions are extreme today, how the bottom 50% are making the biggest financial progress, how the Fed screwed up …