Could Value Stocks Make a Comeback?

Up next

How the AI Debt Supercycle Is Reshaping Credit Markets

AI-related bond issuance is surging, reshaping the opportunity set for fixed-income investors. In addition to robust U.S. growth, constrained inflation, and an attractive opportunities beyond the U.S., investors must also navigate greater tail risks, more complex financing struct ... Show more

. 25min 10sec

Solving for 2026: Policy Crosscurrents, AI, and Where to Position Now

Amid policy crosscurrents and accelerating AI adoption, investors face a backdrop where productivity tailwinds and easing biases in some regions contrast with tougher conditions elsewhere. So how should investors lean into duration, balance AI enablers versus adopters, and pursue ... Show more

. 26min 59sec

Recommended Episodes

Dow Hits 38K for First Time Ever

The Rundown

Stock market update for January 22, 2024.

<ul> <li><a href="https://www.bloomberg.com/news/articles/2024-01-22/arkhouse-threatens-to-take-offer-for-macy-s-to-shareholders?cmpid=BBD012224_OUS&utm_medium=email&utm_source=newsletter&utm_term=240122&utm_campaign=openamericas ... Show more

. 5min 38sec

Talk Your Book: Putting a Floor on the Nasdaq 100

Animal Spirits Podcast

On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined ... Show more

. 37min 46sec

Talk Your Book: Infrastructure Investing

Animal Spirits Podcast

On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fund products, risk and return expectations for infrastru ... Show more

. 40min 27sec

Talk Your Book: Hedging Your Portfolio with Options

Animal Spirits Podcast

On today's show, Ben Carlson and Michael Batnick are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss, the pending acquisition by BlackRock, covered call performance in a bull market, tax benefits when utilizing options, what's drivin ... Show more

. 31min 56sec