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Broken Pie Chart — 397 episodes · page 3 of 4

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Title
201

Enough Fed Pivot Talk!

202

Bearish Wall Street 2023 Targets | Fed Wants You To Lose Your Job?

203

M2 Money Supply Shrinking vs Inflation | Money Velocity Irrelevant?

204

FTX Crypto Debacle | Yield Curve Inversion | Enough with Recession Talk

205

Crypto Crash | US Dollar Is The Thing To Watch

206

Capitulation: Markets Tend to Lead the Economy

207

Midterm Elections and the Markets

208

Federal Reserve Going Bankrupt?

209

Open Letter to the Fed

210

Where Do Returns Come From?

211

Higher Rates Create Opportunity for Hedging

212

Nobody Knows Anything

213

Inflation Head Fake?

214

Do Markets Always Go Up After Midterm Elections?

215

Why Hedging Is the Answer for Portfolios | Can Hedgers Buy Markets Lower?

216

Gamma Squeeze Explained | Fed Talks Tough

217

Stocks Never Make New Lows When This Happens?

218

Does Diversification Fail When Needed Most?

219

War on Stock Buybacks | More Recession Talk

220

Debating What a Recession Is? | Someone is Wrong Between the Market & the Fed

221

Is the Strong US Dollar a Problem?

222

The Big Short Movie & Credit Default Swaps Explained

223

Do Target Date Funds Have More Risk Than People Think? | Historically Bad Year for Bonds

224

Crypto Winter | Bond Market Forecasting Recession?

225

Did All the Usual Inflation Hedges Fail Including TIPS Bonds? | What Goes into the Unemployment Numbers?

226

Is Bitcoin Play by MicroStrategy CEO Michael Saylor Crazy?

227

This Is Not Dotcom Bust 2.0 | Do Stock Splits Still Matter?

228

GDP Components Explained to Spot Recessions | Deep Dive into Explaining GDP

229

How Long do Bear Markets Last? | Is Everyone Too Pessimistic about the Economy?

230

Most Telegraphed Recession Ever? | The 4 Rs | Recession | Rates | Reduction of Stock Multiples | Russia

231

Why Interest Rates Effect Stock Market Valuations

232

Markets and Midterm Elections | Way to Early Predictions

233

Is Bad News Good News in Markets? | After Inflation Returns of Stocks Bonds Commodities

234

Netflix Drops 35% | Why Hedging Concentrated Single Stocks Makes Sense | Solving the Low Cost Basis Issue

235

How and Why Bonds Make or Lose Money When Interest Rates Change

236

Contrarian Take | Fed Raising Rates Will Increase Inflation

237

Yield Curve Inversion | Inflation Effects on Earnings

238

Death of 60/40 Portfolio? | Markets During Midterm Election Years | Hedging vs 60/40 Portfolio

239

Inflation Misconceptions

240

When Do Oil Prices Matter? | Is Volatility Too High? | Components of S&P 500 Returns

241

Risk Parity Strategy Explained | All Weather Portfolio

242

Market Corrections | Returns Around Geopolitical Events

243

Stock and Bond Performance After Fed Interest Raises Interest Rates | Inflation Expected to Be High in February

244

US $30 trillion Debt w/ Higher Rates – Investors Want Hedges – Contrarian Corner

245

Stock Multiple Rerating – The Yield Curve Message

246

Intrayear Selloffs – Misleading PE on Russell 2000?

247

Most Anticipated Fed Meeting While Markets Selloff

248

Contrarians In the Market

249

Fed Minutes Worry Markets

250

Doom and Gloom Predictions are Worthless + What Didn't Work in 2021

251

2022 Market Predictions

252

Desconstructing Stock Price - Earnings Multiple Expansion vs Earnings Expansion - Valuation Metrics

253

Will The Fed Raise Rates?

254

Market Pullback – Corporate Profit Margins At Decades High - Portfolio Risk Measures Explained

255

Markets – Oil Prices – Earnings – Covid Market Risk

256

Stocks During High Inflation

257

Inflation Deep Dive

258

Bitcoin Another Tulip Bubble? – Crypto Affecting S&P 500 Index Volatility? – Fed Taper - Inflation

259

The Housing Mirage?

260

Inflation Misunderstanding – Jack Dorsey Says Hyperinflation Coming – GDP Now Atlanta Fed

261

Talking Tech Earnings – Jamie Dimon on Bitcoin - Social Security COLA – Latest CPI Numbers – Container Shipping News

262

Fed Taper | Unemployment | Inflation | GDP | Treasury Yields

263

Political Risk – Debt Ceiling – Reconciliation - Budget

264

Worst Month for Stocks – Evergrande – Inflation – The Fed Taper – Housing Starts - Hedging

265

Stagflation Explained – Are We There Yet?

266

TIPS Inflation Protected Bonds Explained – Interest Rate Risk & Duration – and More with Marcel Benjamin

267

Inflation – What to Watch – Supply Side vs Demand Side

268

Talking Inflation, All-Time Market Highs, Interest Rates, Covid, Housing, & More

269

Bennett McDowell Guests to Discuss Trading Mistakes, Trading Live, Traits of Successful Traders and More…

270

Build Wealth Not Regrets

271

Historical Market Returns: Useful or Useless?

272

Clues to Watch On Future of Interest Rates

273

You're Worrying About the Wrong Things Plus S&P 500 Index Earnings and Valuation

274

Watch the Data not the News on Inflation

275

Container Shipping Effect on Inflation and Markets

276

Dan McMullen Talks Senior Loans, Leveraged Loans, CLOs, And More

277

How Does Volatility Change Options Prices

278

Is Inflation Really Out of Control?

279

Buy and Hedge: Protect Yourself from Yourself – Miss Two Best Market Days?

280

Fed Tapering?

281

What are Reverse Repos and Repos? Fed Enters Overnight Reverse Repo Market

282

Stages of Stock Market Bubbles

283

How is Inflation Measured? Sticky CPI vs Flexible CPI

284

How Much Ethereum and Bitcoin Should I Have in my Portfolio?

285

What are SPAC Special Purpose Acquisition Companies?

286

US 10 Year Treasuries Returns by Decade. Duration vs Maturity – More Risk Today Than Ever?

287

Marcel Benjamin - High Yield Bonds Explained – What are Zombie Companies?

288

MMT Modern Monetary Theory's Fatal Flaw? – What is in US Federal Budget? – Is the Tax Rate Irrelevant to Revenue Collected?

289

Stock Market Overvalued? – Stock Market Bubble and Inflation Google Searches Trending – Treasuries Worst Quarter Since?

290

Deal or No Deal – Hedged Equity – Option Value of Cash – Utility of Bonds in Portfolios

291

How Has the Stock Market Done Historically During Rising Rate Periods? Be Hedged!

292

U.S. Dollar Index Explained and Strong vs Weak US Dollar Pros and Cons

293

Interest Rate Shock! Is Inflation Coming?

294

Are Bonds Riskier with Low Interest Rates?

295

Bitcoin vs Gold vs Just Be Hedged on You Stock Portfolio?

296

Gamestop Short Squeeze Follow Up – Naked Shorts – Short Interest – Secondary Offerings – Short Sellers Good or Bad?

297

GameStop Short Squeeze by the Reddit Wall Street Bets Traders Explained

298

Get the Facts To Win Your Debate Around US Deficits, Budgets, and Spending Including Universal Basic Income (UBI) ( Replay)

299

What Causes Inflation?

300

Do Bond Yields Imply The S&P 500 is Undervalued?