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.
The post Talk Your Book: Investing in the Power Grid appeared first on A Wealth of Common Sense.
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Some thoughts on lump sum investing, diversification, retirement needs and risk.
The post $150,000 or $1.5 Million or $5 Million appeared first on A Wealth of Common Sense.
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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.
The post Talk Your Book: AI Is Not a Bubble appeared first on A Wealth of Common Sense.
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How a once-in-a-lifetime housing market is still impacting the economy.
The post The K-Shaped Housing Market appeared first on A Wealth of Common Sense.
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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.
The post Animal Spirits: How Much is $1 Trillion appeared first on A Wealth of Common Sense.
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A look at market history through the lens of Wall Street comics.
The post The Greatest Wall Street Comic of All-Time appeared first on A Wealth of Common Sense.
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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.
The post Talk Your Book: The Case For Investing in Emerging Market Bonds appeared first on A Wealth of Common Sense.
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Why bull markets make you feel smarter and bear markets make you feel dumber.
The post Smart Investors vs. Dumb Investors appeared first on A Wealth of Common Sense.
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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.
The post Animal Spirits: The Teflon Economy appeared first on A Wealth ...
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.
The post Talk Your Book: Diversification in Private Assets appeared first on A Wealth of Common Sense.
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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.
The post Animal Spirits: The Biggest Short Squeeze of All-Time appeared first on A Wealth of Common Sense.
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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.
The post Animal Spirits: A Fire Alarm For Interest Rates appeared first on A Wealth of Common Sense.
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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.
The post Talk Your Book: Investing in the Rise of the Robots appeared first on A Wealth of Common Sense.
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Does it make sense for someone in their 20s to hold a 60/40 portfolio?
The post Creating The Perfect Portfolio appeared first on A Wealth of Common Sense.
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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.
The post Animal Spirits: The Fat Pitch For Bears appeared first on A Wealth of Common Sense.
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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.
The post The 4 Abilities Every Investor Needs to be Successful appeared first on A Wealth of Common Sense.
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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.
The post Animal Spirits: This Won’t End Well appeared first on A Wealth of Common Sense.
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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.
The post Talk Your Book: Investing in Securitization appeared first on A Wealth of Common Sense.
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"The market might be crazy, but that doesn't make you a psychologist." -Meir Statman
The post The Melt-Up appeared first on A Wealth of Common Sense.
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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.
The post Some Things I’ve Learned Lately appeared first on A Wealth of Common Sense.
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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
The post Talk Your Book: Animal Spirits Live with F/m Investments appeared first on A Wealth of Common Sense.
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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.
The post Animal Spirits: Paycheck-to-Paycheck on $500,000 appeared first on A Wealth of Common Sense.
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Why didn't 0% rates from the Fed cause a financial crisis?
The post The Financial Crisis That Didn’t Happen appeared first on A Wealth of Common Sense.
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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.
The post Talk Your Book: Consternation About Concentration appeared first on A Wealth of Common Sense.
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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.
The post Animal Spirits: Investing Isn’t Supposed to be Fun appeared first on A Wealth of Common Sense.
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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.
The post Talk Your Book: Juicing Your Returns appeared first on A Wealth of Common Sense.
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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...
The post How Are Consumers Still Spending So Much? appeared first on A Wealth of Common Sense.
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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.
The post Animal Spirits: Everyone Back in the Boat appeared first on A Wealth of Common Sense.
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What if you invested at the bottom of a bear market? What about the top before a bear market?
The post Tops and Bottoms appeared first on A Wealth of Common Sense.
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On today's Talk Your Book we speak to JP Morgan's Hamilton Reiner about creating income via options and how covered call strategies work.
The post Talk Your Book: The Biggest Active ETF appeared first on A Wealth of Common Sense.
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Balancing out longevity risk with a desire to die with zero.
The post The Business of Life is the Acquisition of Memories appeared first on A Wealth of Common Sense.
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On today's show we discuss the psychology of stock market losses, the Mag 7 impact on returns this year, value is beating growth, the upper middle class is growing, why rich people don't feel rich, the impact of higher gas prices, houses in America are getting older, Airbnb's economic impact and more.
The post Animal Spirits: $1 Million is The Worst Amount of Money appeared first on A Wealth of Common Sense.
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On today's Talk Your Book we have two guests. First up is Bill Mann from Motley Fool Asset Management to talk about the momentum factor. Next is Kevin Lynyak from Morgan Stanley to discuss preferred securities.
The post Talk Your Book: Income and Momentum appeared first on A Wealth of Common Sense.
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On today's show we discuss recession fears, the stock market is bad at recession predictions, why this is an orderly sell-off, earnings are still rising, stocks rarely finish the year down, there are so many rich people, wealth inequality vs. socialism, house money pits, private credit redemptions and more.
The post Animal Spirits: Home Buyer’s Remorse appeared first on A Wealth of Common Sense.
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Why more people are investing in the stock market and starting new businesses.
The post Barriers to Entry appeared first on A Wealth of Common Sense.
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On today's Talk Your Book we speak with Invesco's Stephanie Larosiliere about how to diversify your bonds, AI's impact on the economy, hedging higher inflation and more.
The post Talk Your Book: Navigating Fixed Income in a Crazy World appeared first on A Wealth of Common Sense.
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How does the stock market perform after it's down 10%, 20% or 30%?
The post How the Stock Market Performs After a Correction appeared first on A Wealth of Common Sense.
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On today's show we discuss how markets are controlling the war, the cost of higher energy prices, why the stock market isn't falling more, why the Fed shouldn't raise rates, the Forrest Gump market, why gold is down 20%, the not-so-K-shaped economy, AI is making us work more, accidental landlords, how to create a good business and more.
The post Animal Spirits: The Best Stocks in History appeared first on A Wealth of Comm...
On today's Talk Your Book, we talk to Krista Lynch from Grayscale about crypto legislation, stablecoins, ETFs, in-kind creations and more.
The post Talk Your Book: What’s the Latest in Crypto? appeared first on A Wealth of Common Sense.
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Is the median homebuyer really 59 years old? Does the top 10% really account for half of all consumer spending?
The post Viral Charts appeared first on A Wealth of Common Sense.
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Which one will be worse: Housing or private equity?
The post The Worst Asset Class For the Next 5 Years appeared first on A Wealth of Common Sense.
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