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!
The post Animal Spirits: Fighting Inflation appeared first on A Wealth of Common Sense.
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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!
The post Talk Your Book: Bitcoin Flows appeared first on A Wealth of Common Sense.
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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!
The post Animal Spirits: Negative Arbitrage appeared first on A Wealth of Common Sense.
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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!
The post Talk Your Book: Hedging Your Portfolio with Options appeared first on A Wealth of Common Sense.
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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!
The post Animal Spirits: A Healthy Pullback appeared first on A Wealth of Common Sense.
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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!
The post Talk Your Book: The Bull Case for India appeared first on A Wealth of Common Sense.
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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!
The post Talk Your Book: The Bull Case for India appeared first on A Wealth of Common Sense.
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On today’s show, we discuss:
– Why the stock market isn’t down more
– Why the price of oil isn’t up more
– Improvements in investor behavior
– The auto insurance crisis
– Why home insurance is rising
– Why rich people don’t feel rich
– Millennials and Boomers powering the economy
– Higher for longer mortgage rates
– Customer service nightmares, and much more!
The post Animal Spirits: The Yeah But Bull Market appeared fir…
On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss:
– Flows into bullish and bearish levered funds
– Diversifying away from large-cap tech
– Utilizing the Nasdaq equal-weight ETF
– The appropriate time period to hold leveraged products, and much more!
The post Talk Your Book: Diversifying Away From the Magnificent 7 appeared firs…
On today’s show, we discuss:
– How we prioritize our spending
– 1987 vs. the Covid crash
– Crazy index fund flows
– Stock market concentration
– Panic about government debt
– The tech recession in California
– Will Millennials move to Florida in retirement
– The most streamed shows, and much more!
The post Animal Spirits: Enjoy the Bull Market While it Lasts appeared first on A Wealth of Common Sense.
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On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director of Schaffer Cullen Capital Management to discuss:
– China’s affect on Emerging Markets
– Avoiding value-traps in EM
– Strong macro trends in India
– Passive vs. active management in Emerging Markets, and much more!
The post Talk Your Book: Emerging Market Fundamentals appeared first on A Wealth of Common Sense.
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On today’s show, we discuss:
– Inflation helping corporate profits
– What’s going on with chocolate
– Airport traffic hitting all-time highs
– The new Robinhood credit card
– The downfall of Jack Daniels, and much more!
The post Animal Spirits: The Never-Ending Travel Boom appeared first on A Wealth of Common Sense.
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