On today's show we discuss new all-time highs in the stock market, AI is the only thing that matters, emerging markets are cheap, 1987 crash calls, things rich people and poor people have in common, day trading is hard, how often you should check your portfolio, early retirement, housing market recessions and much more.
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On today's show we speak with John Lewis from Nasdaq Dorsey Wright about how the momentum factor works, why it works, how to implement it correctly and where the diversification benefits can help.
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All the things you had to survive to make it to new all-time highs in the stock market.
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Obsession is one of the best movies of the decade. It’s also one of the best stories in recent film history. Writer-director Curry Barker is 26 years old. The budget for the movie was just $750k. It’s made almost $500 million in worldwide box office. I love that fact that a low-budget indie flick can...
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Why you shouldn't use leverage when investing, even if you're young.
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On today's show we discuss a crazy month in the stock market, Situational Awareness, leverage always gets you, the semiconductor crash, 60/40 will never die, the behavior gap lives, One Wish Willow for the economy, a theory about the Fed, the economy is still booming, apathy for Bitcoin, the biggest movie weekend ever and much more.
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On today's show we discuss a good sign for the bull market, semiconductor stocks crashing, why valuations keep falling, everyone is bearish about bonds, South Korea traders, how big SpaceX could get, why people keep spending money, Netflix is still dominating streaming, why there aren't more IMAX theaters and more.
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On today's Talk Your Book we speak with Grayscale's Krista Lynch we discuss the current sentiment surrounding crypto, Hyperliquid, building out the crypto infrastructure, what happened to Ethereum, stablecoins and more.
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Today’s Animal Spirits is brought to you by YCharts and Vanguard: This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit https://go.ycharts.com/animal-spirits This episode is sponsored by Vanguard. To learn more about Vanguard bonds, visit https://vanguard.com/audio On...
The post Animal Spirits: Say Bubble O...
On today's Talk Your Book we speak with Alona Gornick from Churchill from Nuveen about credit market cycles, an update on private credit, investing in the middle market and more.
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Why the best and worst days cluster in the stock market.
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On today's show we discuss hyperscalers vs. semiconductors, 10 reasons to be bearish, Nvidia is cheap, analysts are good at forecasting earnings, why small caps are booming, investors still chase performance, why the stock market is more important now, the AI doomers are wrong (for now), bond yields are higher, what makes you rich, Dave Matthews Band and more.
The post Animal Spirits: Will the Fed Buy Stocks? appeared fir...
On today's Talk Your Book we speak with Alex Morris from F/m Investments about the Fed, what the bond market is telling us, the debasement trade, Kevin Warsh and more.
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On today's show we discuss why the vibecession is over, experience vs. expertise, reasons to be bullish, reasons to be bearish, small caps on are fire, market concentration, Samsung's ridiculous profits, retail investors are moving markets, owning the biggest stock, it's expensive to live in San Francisco, the gambling boom, why car payments are rising and more.
The post Animal Spirits: 10 Reasons to be Bullish appeared f...
Sometimes the stock market goes down but most of the time it goes up.
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On today's Talk Your Book we speak with Invesco's Paul Schroeder about the Nasdaq 100, index methodology, tech fundamentals, fast entry timelines for IPOs and more.
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On today's show we discuss all-time highs in margin debt, the small cap rally, the hyperscaler dilemma, why Micron is up so much, everything is outperforming the Mag 7, concentration is normal, no signs of a recession, rich people everywhere, the pizza bear market and more.
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On today's Talk Your Book, we speak with Ryan Issakainen fro, First Trust about investing in the buildout of a new power grid, AI bottlenecks, data centers, thematic ETFs and more.
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Some thoughts on lump sum investing, diversification, retirement needs and risk.
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On today's show we discuss why diversification is working again, how AI is creating more winners and losers in the stock market, why the Mag 7 is underperforming, the triple-digit club, why investors are holding more cash, rich people who complain too much, what makes America great, AI is disrupting self help books, the World Cup and more.
The post Animal Spirits: Everything is Outperforming the S&P 500 This Year app...
On today's Talk Your Book we speak with Dr. Ankur Crawford from Alger about what everyone is getting wrong about the AI trade, why this technology is different, letting the market tell you if you're wrong or right and how to manage a concentrated portfolio of stocks.
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How a once-in-a-lifetime housing market is still impacting the economy.
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On today's show we discuss the desire to call an AI top, the SpaceX IPO frenzy, taking profits, why value is beating growth, why EM is beating the US, the markets were right about the war, agentic trading, 3% mortgages vs. 4% inflation, the politics of AI, the Rule of 55, a Knicks title for Michael and more.
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A look at market history through the lens of Wall Street comics.
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On today's Talk Your Book we speak with Eric Fine from VanEck about how emerging markets have changed, geopolitical risk, currencies, AI and more.
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Why bull markets make you feel smarter and bear markets make you feel dumber.
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Two things happening at once with investing and wealth.
The post $1 Trillion ETFs, Wealth Inequality and the Shrinking Middle Class appeared first on A Wealth of Common Sense.
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On today's show we discuss NBA Finals ticket prices, AI's lack of impact on the labor market, one day of carnage in the stock market, prices drive the narrative, the Mag 7 is underperforming, tech is eating the stock market, the SpaceX IPO, the first $1 trillion ETF, the retail trading boom, the crypto winter, sticker shock on new car prices and more.
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On today's Talk Your Book we speak with Danielle Singer and Ben Linder from Invesco about investing in private markets, portfolio construction, illiquidity and more.
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On today's show we discuss peak FOMO, chip stocks going nuclear, 1990s stock market flashbacks, trillion dollar IPOs, the AI trade is global, the bear case, a tale of two bull markets, bad luck in the real estate industry, South Korea's boom, movies are back and much more.
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On today's Talk Your Book we speak with Ben Barber from Franklin Templeton about investing in municipal bonds, how to think about rising rates, misunderstandings of the muni bond market and more.
The post Talk Your Book: Why Rising Rates Won’t Hurt You Anymore appeared first on A Wealth of Common Sense.
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On today's show we discuss the SpaceX IPO, index fund bagholders, the pros and cons of rising bond yields, the markets got the war right, how consumer sentiment broke, the Bezos tax plan, AI optimism, did crypto miss its moment, the coming renovation boom, dad books and more.
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On today's Talk Your Book we speak with Derek Yan from Kraneshares about the investment opportunity in humanoid robots, how far away we are from a more robotic world, the implications for investors, workers, an aging population and more.
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Does it make sense for someone in their 20s to hold a 60/40 portfolio?
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On today's show we discuss what can stop the stock market, Nvidia is too big, the boy who cried wolf predictions, market timing reminders, Michael Burry crash calls, AI portfolio strategies, AI is the new Netflix, the robots are coming, rich people who aren't happy, Harrison Ford, Martin Short and more.
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On today's Talk Your Book we speak with Mark Marex from Nasdaq about the differences between now and the dot-com bubble, the fundamentals of the Nasdaq 100, AI's impact on the stock market and more.
The post Talk Your Book: Is the Nasdaq 100 in Another Bubble? appeared first on A Wealth of Common Sense.
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Why studying market history is so important.
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On today's show we discuss Ben's new book Risk & Reward, an epic melt-up in the stock market, semiconductor stocks going berserk, why this isn't a bubble (yet), South Korean stocks, AI portfolios & advisors, why young people are so angry, soccer dads & crypto, longevity risk and more.
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On today's Talk Your Book we speak with Mike Laughlin from Janus Henderson Investors about how securitization works, investing in CLOs, the size of the securitized market, how fixed income investing has changed and much more.
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"The market might be crazy, but that doesn't make you a psychologist." -Meir Statman
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On today's show we discuss Paul Tudor Jones on market valuations, how many people own stocks, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why higher gas prices sting, some macro prediction rules, government debt levels, Jevon's Paradox, prediction market winners and losers and much more.
The post Animal Spirits: The Stock Market Is Doing Something We’ve Never See...
Hyperinflation, The Wizard of Oz, wealth inequality and energy gains.
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On today's Talk Your Book we have a live show we recorded in Washington D.C. with Alex Morris from F/m Investments that covers inflation, the Fed, AI, tax alpha and much more
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On today's show we discuss how AI will impact wealth management, a stock market boom for the ages, why the Fed never created a financial crisis, an ode to Tim Cook, the world's biggest ETF, ridiculous car payments, AI job market winners and losers, surveys are broken, the dreaded mid-life crisis and more.
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Why didn't 0% rates from the Fed cause a financial crisis?
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On today's Talk Your Book we speak to State Street's Michael Arone about the origin story of SPY, what's driving ETF adoption, geopolitics vs. AI, potential economic risks and more.
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On today's show we discuss why the stock market feels like it makes no sense, stocks are the smart money, the speed of market moves, an epic bull market run, a new inflation regime, Hyperliquid, what Austin got right on housing, consumers are still spending, Michael's number one rule of investing and more.
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On today's Talk Your Book we speak with Matt Kaufman from Calamos about how autocallable ETFs work, the structured products boom and a new way to target growth in your portfolio.
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A reader asks: What is consumer debt doing? All this bad news and people are still spending like drunken sailors?! Where is the canary in the coalmine? Fair question. This entire decade people have wondered how the consumer remains so resilient in the face of higher inflation, gas price spikes (twice now), tariffs, a slowing...
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On today's show we discuss Tax Day, the benefits of writing, energy vs. tech, a confusing labor market, a rite of passage for younger generations, millennials vs. boomers, AI uncertainty, Bitcoin vs. software stocks, the downfall of Nike and more.
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