Rob Arnott, founder of Research Affiliates, offers his expert insights as he dives into critical market topics. He discusses the current selloff and the allure of value stocks, juggling the implications of the CAPE ratio's evolution. The conversation shifts to Tesla's valuation struggles and market delusions around electric vehicles. Arnott also critiques traditional economic models while advocating for innovative asset allocation strategies that incorporate diverse investments. It's a captivating blend of humor, market analysis, and investment wisdom.

In this engaging discussion, Nick Colas, co-founder of DataTrek Research, shares his insights on current market sentiment and the implications of an elevated VIX. He analyzes the contrasting performances of U.S. and international equities, particularly regarding defense spending. The chat dives into minimum volatility investment strategies, emphasizing the importance of asset allocation during turbulent times. Colas also reflects on how the pandemic has reshaped economic behaviors and investor psychology, offering a nuanced perspective on today's complex market dynamics.

Tom Lee, CIO and Portfolio Manager at Fundstrat Capital, shares his expertise on current market trends and investment strategies. He discusses how bull markets conclude and the economic impacts of the trade war. Tom gauges the odds of a recession, while also making a compelling case for Bitcoin reserves. Insights into Tesla's recent struggles and his unique 'Granny Shots' stock picks add flavor to the conversation. Tune in to hear Tom's predictions and strategies for navigating the volatile market landscape!

Market turmoil takes center stage as tariffs disrupt the stock market, raising concerns about consumer prices and economic growth. The hosts delve into Bill Ackman's ambitious strategies to emulate Warren Buffett, all while navigating a complex regulatory landscape. Meanwhile, tax season trends reveal a historical market decline, influenced by sellers offloading stocks. Insights on cryptocurrency highlight shifting behaviors, with Bitcoin aligning closer to traditional markets, as hosts analyze investment opportunities in this volatile environment.

Jim Lebenthal, Chief Equity Strategist at Cerity Partners and a familiar face on CNBC, dives into a treasure trove of investment insights. He unpacks the recent Nvidia earnings report and discusses Apple's commitment to American investments. With a keen eye on market dynamics, Jim shares his favorite stocks and examines the nuances of consumer spending post-pandemic. The conversation also touches on the broader implications of tariffs and reshoring, illuminating the intricate balance between corporate strategies and investor sentiment.

Join Callie Cox, Chief Strategist at Ritholtz Wealth Management, as she dissects the recent "growth scare" affecting the stock market. They dive into the complexities of inflation, the challenges posed by federal layoffs, and the implications of Bitcoin's crash. Callie also shares insights on market downturn strategies, the significance of investor sentiment, and the intriguing shifts in Warren Buffett's investments. With a mix of humor and serious analysis, she helps listeners navigate the turbulent economic waters ahead.

Brian Belski, Chief Investment Strategist at BMO, shares his insights from Naples. He discusses the art of portfolio construction, balancing high-value and stable investments. Belski contrasts high dividend stocks with those focused on growth, highlighting their importance during economic shifts. He makes a compelling case for Canadian stocks, citing their resilience and management quality. Additionally, he offers cautious optimism about S&P earnings forecasts while exploring risk management strategies, especially post-election, and reflects on personal milestones with gratitude.

Discover why global stocks outshine their U.S. counterparts as European and Chinese markets demonstrate surprising resilience. Dive into the implications of massive federal workforce layoffs on government services and the economy. Explore the booming gig economy, with companies like DoorDash and Instacart leading the charge. Delve into the evolving landscape of financial markets where value creation and trading strategies are reshaping investment opportunities. Tune in for insights on key stock performances and market trends!

Robert Frank, an award-winning journalist and bestselling author, joins the discussion to delve into the intricacies of wealth management and investment strategies. He highlights how the richest individuals allocate resources differently and the evolving generational perspectives on money. The podcast explores the booming luxury vacation economy, the carried interest loophole, and the significant wealth disparities exacerbated by recent economic shifts, providing a captivating look at modern finance and cultural implications.

David Adelman, CEO of Campus Apartments and newly minted owner of the Philadelphia 76ers, shares his fascinating journey from betting to real estate mogul. He dives into the evolution of the student housing market, emphasizing community impact and strategic investments. Adelman also discusses the thrill of sports ownership, including plans for a new arena in Philadelphia. The conversation highlights innovative startups in venture capital and the evolving dynamics of fan experience, showcasing the intersection of passion and business savvy.