Roger Silk joins us to discuss TIPs, treasuries, and inflation, and more! He explains the nuances of the repo market, potential risks, and its role in the broader financial system. Silk also touches on the impact of interest rates on asset values and the banking sector from his time at World Bank. Silk also discusses complex financial products like treasury inflation-protected securities! Join us today as we discuss... Roger discusses his background, including his PhD in applied economics and fo...
Aug 23, 2024•57 min
A lot of volatility exists in the stock market right now, but did you know you can actually benefit from it? Today we talk about how market reactions are driven by expectations versus reality, with surprises like unexpected Fed actions causing significant volatility. Political uncertainty certainly has an impact on the market and you can't even rely on Wall Street predictions. That's why it's crucial to understand market sentiment and how everyone’s collective behavior influences market trends o...
Aug 21, 2024•51 min•Ep. 635
Do you have proper protection for your portfolio? If not, gold might be the solution for you. Rich Checkan is here today to discuss the "stealth gold market." He delves into the cultural differences in gold ownership between Eastern and Western investors. He also touches on the distinct dynamics of the silver market and the industrial uses and market behavior of platinum and palladium. We also discuss the manipulation of gold prices and the broader implications of the massive money printing and ...
Aug 16, 2024•54 min•Ep. 634
There's new investing framework you need to be aware of! Join us today as we discuss what it is. Today we chat about the recent performance of the S&P 500, the current economic system, which is reliant on money printing by the Federal Reserve, and the lack of viable alternatives to this system. We need to be able to adapt to new information and market conditions, even when it challenges previous assumptions. Investors to be flexible in their thinking and strategy. Join us as we discuss... Th...
Aug 14, 2024•42 min•Ep. 633
Bob Elliott discusses how investing in hedge funds can be for everyone! Elliott highlighted the traditional "two-and-twenty" fee structure, common in hedge funds, private equity, and other alternative assets, which can significantly erode investor returns. His firm aims to replicate these strategies, including equity long-short and global macro, using advanced machine learning to infer hedge fund positions from return data, making them accessible at lower fees for the average investor. Today we ...
Aug 09, 2024•1 hr 2 min•Ep. 632
In the financial markets, it's common to spurious correlations based on historical data. However, the economic landscape has evolved, and banks now invest more in treasuries and borrow from the Fed rather than traditional lending. This shift questions the yield curve's predictive power. Additionally, spurious correlations show absurd links between unrelated data points, emphasizing the need for critical analysis of data to avoid misleading narratives. Today we discuss... Financial markets often ...
Aug 07, 2024•51 min•Ep. 631
The crypto trade continues to stay strong! Do you know where to invest? Join us for an interesting conversation with Paul Rosenberg as he shares some tips and current insights on the crypto space. Paul discusses the state of Bitcoin and Ethereum, the challenges they face, and the implications of their integration into mainstream financial systems through ETFs. He also highlights the geopolitical and economic shifts impacting the global financial landscape. Today we discuss... Paul's background i...
Aug 02, 2024•1 hr 7 min•Ep. 630
Did you know ice baths can help you keep a cool head when the markets experience a small pullback? They have so many additional benefits you may never thought of! In this weeks episode we discuss ice baths, the market, housing data, and more. We talk about confusing and contradictory signals in current trends, the importance of being cautious during a statistically weak period in the stock market, and watching market trends closely to make informed decisions. Today we discuss... Morning routines...
Jul 31, 2024•23 min•Ep. 629
Join us today as Blake Christian reveals the secrets of Opportunity Zone funds. He's here to explain the flexibility and tax benefits of these funds. He highlights the program's role in encouraging investments in underserved communities. He also shares the challenges in navigating the rules and compares OZ funds with other tax deferral strategies like 1031 exchanges. Prepare to learn everything you've ever needed to know about OZ funds! We discuss... How OZ funds allow deferring capital gains if...
Jul 26, 2024•56 min•Ep. 628
We reveal the next hot trend and cover all the hot topics. We discuss free speech, political violence, and how bad ideas are necessary to recognize good ones. Additionally, we talk discuss energy consumption, the increasing demand driven by AI and the need for clean energy solutions like nuclear power. We also discuss the growth in data centers and the importance of investing in energy and technology sectors to address these trends. Today we discuss... Recent events including a Trump rally and a...
Jul 24, 2024•50 min•Ep. 627
Nelson Chu joins us today to discuss the rise of private credit! He's here to share how private credit emerged as a significant player post-2008 financial crisis when banks scaled back their lending. Despite his initial lack of experience in credit, Nelson was drawn to private credit for its potential to offer shorter durations, lower minimum investments, and attractive yields compared to traditional bank loans. Today we discuss... How Nelson started his career in finance, working at Merrill Lyn...
Jul 19, 2024•49 min•Ep. 626
Are you losing out on good investments due to confirmation bias? We often want clear, definitive answers to how to invest, but in financial markets and social media, this can be tricky. We tend to look for information that supports what we already believe, known as confirmation bias, and social media makes this worse by feeding us content that aligns with our views, creating echo chambers. The takeaway is that while data can guide us, it doesn't provide absolute certainty, and we need to stay aw...
Jul 17, 2024•54 min•Ep. 625
Join us for a fascinating episode as we welcome Barry Martin, a seasoned expert in covered call option strategy. Barry shares his insights into the growing popularity of covered call writings, discussing how they have surged from $7 billion to $75 billion in just a few years. Whether you're an experienced trader or new to options, this episode offers valuable perspectives on managing risk and generating income through covered calls. Today we discuss... How the popularity of covered option writin...
Jul 12, 2024•1 hr 1 min•Ep. 624
We are here to celebrate your independence from bad investing. Today we discuss investing, political commentary, and of course the U.S. debate. Listen in for investment insights and how politics often have little impact on stock market performance. The focus is on understanding market trends, with a detailed analysis of current market performance across various sectors, highlighting that a few high-performing stocks are driving overall market gains and more. Today we discuss... The UK's new prim...
Jul 10, 2024•26 min•Ep. 623
Patricia Roberts joins us today to discuss how to give the gift of college with a 529 plan. She has spent over two decades guiding parents on how to prepare for the high costs of higher education and avoid the burden of student loan debt. Patricia played a pivotal role in launching a nonprofit program in New York City, providing seed money for college to 200,000 public school kindergartners. Now, Patricia works with Gift of College, bringing 529 education and student loan repayment benefits to w...
Jul 05, 2024•1 hr 2 min•Ep. 622
Did you know your food choices effect your investing? Take the time to think about investing and the importance of knowing what you're getting into. Just like you should understand the food you eat, you should understand your investments. Our brains look for shortcuts, but skipping the details can lead to poor decisions. Whether it's food or stocks, doing the homework is crucial. This week we discuss... The differences in food ingredients in the US, which use artificial dyes and corn syrup, comp...
Jul 03, 2024•35 min•Ep. 621
Today we welcome Jason Crawshaw from Polaris to talk about investing in international markets. Originally from South Africa, he is now a portfolio manager here. His journey's been a rollercoaster, from business school in the US to cutting my teeth in Johannesburg's equity market. Now, for over a decade, he's called Polaris home, focusing on global value. Lately, he is locked on international plays, whether it's established or emerging markets. Learn more about the future of investing in internat...
Jun 28, 2024•58 min•Ep. 620
Did you know that Willie Mayes can teach us a lot about the stock market? Baseball and investing may have more in common than you think! We talk market statistics, market inefficiencies and arbitrage -- once a profitable strategy is widely known, it loses effectiveness due to widespread adoption (think the short squeeze on GameStop). We also discuss the potential decline of the US dollar's dominance as the world's reserve currency and the direction energy sources may go in the future. It's impor...
Jun 26, 2024•51 min•Ep. 619
Today we discuss the financial industry and the cycles of business. We have Liz Young from SoFi here to discuss her role in producing investment-related content across various platforms. The strategist shares insights into her career journey, emphasizing the importance of being open to unexpected opportunities. Liz advises young professionals to explore different roles to discover their interests. We also talk market dynamics, Fed policies, and inflation! Join us as we discuss... Investment-rela...
Jun 21, 2024•1 hr 14 min•Ep. 618
Today’s markets have been quite uneventful, but consumer sentiment leads the way! Consumer confidence is down, potentially influenced by upcoming election concerns and negative economic rhetoric. The breadth of stocks above their 50-day moving averages is low, indicating a bearish tone, despite strong performance in the tech sector, particularly semiconductors, driven largely by Nvidia. This uneven performance highlights the importance of staying agile and adaptable in investment strategies, as ...
Jun 19, 2024•50 min•Ep. 617
Do you think there are conspiracies in common financial practices? I do. Michael Edesess thinks so too. He thinks there may be some conspiracies with pensions as well. He explains why strategies like rebalancing, diversification, mean variance optimization, and tax loss harvesting might not be as beneficial as they seem. Michael sheds light on how institutions like Ivy League endowments and public pension funds waste billions on active management that underperforms simple market indices, driven ...
Jun 14, 2024•1 hr 5 min•Ep. 616
Mr. Roaring Kitty and stonks are back! Today we have a discussion about GameStop's recent stock movements and the role of individual investors in market volatility. We also talk about asset allocation, the current disparity between large-cap and small-cap stocks, and the potential implications of rising interest rates. Today we discuss... Mr. Roaring Kitty's return and his influence on GameStop's stock. The importance of mindset in success, regardless of external circumstances. Challenges to the...
Jun 12, 2024•50 min•Ep. 615
Do you think that Bitcoin can reshape the economy for a better future? Today Jeff Booth is here to discuss the future here sees for the economy and Bitcoin's role in it. Jeff believes that inflation, caused by governments manipulating money supply, is unsustainable. He sees Bitcoin as a decentralized solution. Despite challenges, he's optimistic about Bitcoin's potential to reshape the global economy. Today we discuss... The idea that the natural state of a free market is deflation, where prices...
Jun 07, 2024•1 hr 16 min•Ep. 614
Nuclear energy is coming sooner than you think! Today we discuss the sudden shift in media coverage around energy, where negative talk about nuclear power has vanished, and the hype around wind, solar, and other green technologies has faded. Recently, the White House announced support for large-scale nuclear reactors, emphasizing their necessity for climate goals, marking a significant policy shift. This change in media and government stance indicates a growing recognition of nuclear energy's pr...
Jun 05, 2024•44 min•Ep. 613
Oliver gives us the scoop on Truflation, the solution to finding alternative data on all the economic data. Forget CPI and PCE—Truflation offers a fresh perspective, scooping up real-time data from various sources. Oliver dives into why traditional metrics miss the mark, explaining how Truflation tackles these issues using multiple data sources. Oliver urges us to think beyond the usual metrics and consider real-world factors shaping our economic outlook. Today we discuss... How Truflation offer...
May 31, 2024•1 hr 10 min•Ep. 612
Crypto Week was a double header. ETH ETFs are approved but not yet live. CBDC's area dead... or just sleeping... Don't count them out, but we can party today. Also in the news... US tax trends can get tricky! No matter where you fall on the political spectrum, I think we can all agree, no one wants to pay higher taxes. Today we also discuss the nature of markets. Managing risk is crucial, especially during downturns. Success in investing requires understanding your emotions and personal risk tol...
May 29, 2024•48 min•Ep. 611
Stan "The Annuity Man" Haithcock shares annuity truths and how to make informed decisions. Stan's all about cutting through the fog of annuities, giving it to you straight. We've had him on before, and it's always a good time. With a background in major finance firms, he ditched Wall Street to focus on annuity truths. His motto? Annuities are about what they'll actually do, not what they might. Stan's here to clear up the misconceptions and help you make informed decisions for your financial fut...
May 24, 2024•1 hr 15 min•Ep. 610
Let's talk about the meme stock craze and how it impacted Jim Simons! Today we also highlight rising credit card and auto loan delinquencies, the depletion of post-pandemic savings, and financial strains from higher costs of essentials amid high interest rates. And did you know there was also brief resurgence of meme stocks like GameStop and AMC? Join us as we discuss... Jim Simons' investment success using mathematical models. "The Man Who Solved the Market" book by Greg Zuckerman. The Renaissa...
May 22, 2024•47 min•Ep. 609
Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs. Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey. Today we discuss: Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011 Chad's clientele, f...
May 17, 2024•47 min•Ep. 608
There are so many different narratives of investing that it's important to know when you need to think twice. Today we delve into the murky waters of legislative bills and how they're often loaded with hidden surprises. We also navigate the labyrinth of regulatory standards and keep a keen eye on broader economic trends, like shifts in commodities such as gold and natural gas. Ultimately, it's about staying sharp, questioning the mainstream narrative, and making informed decisions in both politi...
May 15, 2024•51 min•Ep. 607
