The Financial System Will Be Hacked and How to Prepare For It
Bad actors will use AI to disrupt the financial system, transportation networks, and utilities. We should prepare now for this inevitability. We share how in this episode. We also explain why the bull...
9 Sep 25min
Bond Market Chaos: Why Interest Rates Keep Rising and What to Do About It
The national debt exceeds $40 trillion, U.S. long-term Treasury yields are at 19-year highs, the U.S. Treasury Department is intervening in currency and bond markets. We unpack it all in this episode ...
26 Aug 27min
5 Steps to Simplify Your Investment Portfolio
What are the steps to simplify your portfolio, given that it is likely spread across multiple accounts? We focus particularly on retirees, who have to weigh additional considerations like withdrawals,...
12 Aug 26min
How to Navigate the AI Debt Bubble
We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself.Topics covered include:How AI capex boom compares to other large booms and bus...
29 Juli 26min
Is Inflation Manipulated? If So, What to Do About It
How inflation numbers are manipulated to appear lower. How to change your mindset about inflation to get ahead of it.Topics covered include:How Inflation (PCE) Calculations Are ChangingWhy the CPE Cha...
15 Juli 25min
Will You Be Forced to Own SpaceX and Other AI Stocks?
SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't want to have such a high concentration in ...
10 Juni 25min
Don't Fall Into the Dividend Trap. How Investors Misunderstand Covered Call ETFs
We explore the free dividend fallacy and how it applies to option income strategies. We break down the return drivers of covered call ETFs and examine the long-term performance record and volatility. ...
27 Maj 25min
