Jun 2024 — Jul 2024
Jul 2, 2024 • 6 minutes
The episode delves into the dynamics between private credit and investment-grade credit, highlighting expansion trends and credit risk considerations.
Jul 1, 2024 • 21 minutes
David provides market performance updates, highlighting the fluctuations and gains in the Dow, S&P, and Nasdaq.
Jun 28, 2024 • 18 minutes
The main focus is on the pitfalls within the money management industry, highlighting issues like index hugging and career-centric over fiduciary-centric decision-making.
Jun 27, 2024 • 6 minutes
On the economic front, durable goods orders and housing starts showed underwhelming results.
Jun 26, 2024 • 6 minutes
Brian provides a mid-year update on the financial markets, highlighting the positive yet quiet trading day and the overall decent performance of the S&P 500 for the year's first half.
Jun 25, 2024 • 7 minutes
The episode delves into consumer sentiment, emerging markets strategy, and the implications of refinanced consumer and corporate debt amid current interest rates.
Jun 24, 2024 • 16 minutes
David discusses the concept of 'TBG day' where multiple key sectors align positively.
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