On today’s show, we are joined by Anupam Ghose, Managing Partner at System Two Advisors to discuss:
– Why the China story is different than the India of today
– India’s macro tailwinds
– How GDP growth translates to higher stock prices
– Risks involved when investing in India, and much more!
Here’s what I chewed on last week
On today’s show, we are joined by Art Hogan, Chief Market Strategist at B. Riley Financial to discuss:
– Ignoring geopolitics when investing
– The theory that higher rates are causing higher inflation
– Earnings thus far for Q1 earnings season
– Bonds looking more attractive, and much more!
On today’s show, we discuss:
– Why the stock market isn’t down more
– Why the price of oil isn’t up more
– Improvements in investor behavior
– The auto insurance crisis
– Why home insurance is rising
– Why rich people don’t feel rich
– Millennials and Boomers powering the economy
– Higher for longer mortgage rates
– Customer service nightmares, and much more!
Geopolitics, what happens when rates cross 5%, and much more on tonight’s What Are Your Thoughts?
On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss:
– Flows into bullish and bearish levered funds
– Diversifying away from large-cap tech
– Utilizing the Nasdaq equal-weight ETF
– The appropriate time period to hold leveraged products, and much more!
Here’s what I chewed on last week
Investors are settling in
On today’s show, we are joined by Callie Cox and Dion Rabouin to discuss:
– March’s hot CPI report
– Manufacturing is back
– A new meme stock in the making
– A bull market in lottery tickets, and much more!
Are all-time highs a good time to buy stocks?
