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Talk Your Book: What Makes an Index Fund Work
On today's show, we are joined by Rodney Comegys, Head of Vanguards Equity Investment Group to discuss how indexing works, what makes Vanguard so spe…
3 years, 2 months ago
10 Predictions For 2023
Episode 290
On today's show we discuss the terrible no good year that was 2022 for financial markets, some thoughts on what might happen in 2023, the 4 factors t…
3 years, 2 months ago
The Tesla Crash
Episode 289
On this week's show we discuss the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the…
3 years, 2 months ago
Talk Your Book: The Rise of Thematic Investing
On today's show, we are joined by Pavel Vaynshtok, Managing Director, Global Head of Strategy Indices at S&P Dow Jones Indices to discuss the history…
3 years, 2 months ago
Buy the Dip is Dead
Episode 288
On today's show we talk about why the stock market is getting crushed this month, what one year's returns mean for the next year, why retail investor…
3 years, 3 months ago
Talk Your Book: The Opposite of ESG
On today's show, we are joined by Mark Neuman, Founder and CIO of Constrained Capital to discuss companies orphaned by ESG, how capital is actually g…
3 years, 3 months ago
Peak Inflation
Episode 287
On today's show we discuss inflation rolling over, the possibility of a soft landing, Santa Claus rallies, SPF getting arrested, what a housing marke…
3 years, 3 months ago
Talk Your Book: Insourced CIO
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 C…
3 years, 3 months ago
A Bear Market in Housing (EP.286)
Episode 286
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…
3 years, 3 months ago
Talk Your Book: An Update on Private Markets
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…
3 years, 3 months ago