Gesamtlänge aller Episoden: 17 days 9 hours 36 minutes
On today's show, we are joined by Joe Mallen, CIO of Helios to discuss what he's hearing from advisors in this environment, insourced vs outsourced CIOs, bond and equity attractiveness going forward, and much more! Find complete shownotes on...
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 back a drink at the bar and...
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 shownotes on our...
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, crypto prices got out of...
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 shownotes on our...
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 down rental inflation and...
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 Animal Spirits and much...
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 complete shownotes on...
On today's show, Ben and Michael are live from Fayetteville, Arkansas with AcreTrader Founder and CEO carter Malloy to discuss how ActreTrader is modernizing the farmland asset class, how macro-economic factors are affecting farmland, how Carter is...
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 Chevy Chase was a one of...