Animal Spirits Podcast

Henry Yoshida, Founder and CEO of RocketDollar, shares his expertise on self-directed retirement plans. The discussion dives into essential topics like Roth IRAs and withdrawal strategies, shedding light on tax implications and penalties. Listeners learn about the significance of tailored investment strategies and the pros of IRAs over 401ks. Yoshida also emphasizes purpose-driven investing and the potential of alternative assets. Additionally, the conversation touches on the challenges of consistent content creation in finance and the psychological aspects of trading.

In this lively discussion, they dive into the potential for a recession and its surprising implications for tech stocks. Rising mortgage rates and volatile commodities like gasoline are also hot topics. The conversation shifts to the booming housing market and its million-dollar listings, especially in California. They humorously touch on the challenges of inflation, along with personal anecdotes on pets and pop culture, including the newest Batman film. Expect insights into NFTs, charity-driven initiatives, and some heartfelt reflections!

Dave Goldman, Chief Business Officer at Pontera, shares insights on managing held-away 401k accounts for better retirement outcomes. He discusses the shifting landscape from pensions to personal responsibility, emphasizing innovative strategies for financial advisors. Goldman explores how technology can streamline account management and improve client interactions, especially during market volatility. He also details his company's rebranding journey, reflecting a deep commitment to client-focused solutions.

Sal Gilbertie, CEO and founder of Teucrium ETFs, dives into the chaotic world of commodities markets. He discusses the impact of the Ukraine conflict on agricultural demand and price volatility, highlighting skyrocketing corn prices and wheat ETF surges. The conversation also touches on the vital role of soybeans in the food supply chain and their influence on consumer costs. Gilbertie emphasizes farmers' strategies to weather market fluctuations and the resilience needed amidst ongoing geopolitical and environmental challenges.

The discussion kicks off with a bear market brewing in the stock market, comparing today’s trends to those of 1900. Rising gas prices are analyzed for their psychological effects on consumers. The hosts dive into the wild fluctuations in commodities and the peculiar behavior of energy stocks. As they navigate economic turbulence, they highlight impressive job growth despite inflation fears. The conversation also touches on the struggle for affordable housing and explores innovative investment strategies like minting NFTs for charity.

On today's show we spoke with Meow co-founder Brandon Arvanaghi about how companies and advisors can earn higher yields on their cash in crypto. Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.    Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing during wartime poses unique challenges and uncertainties. The discussion dives into the unpredictable nature of markets during geopolitical tensions, particularly in the wake of events like the Ukraine conflict. Meanwhile, fluctuations in interest rates and investment landscapes reveal the complex realities faced by businesses and workers alike. The podcast also navigates the rise of cryptocurrency amidst these crises, highlighting how global events shape digital asset adoption and strategies. Humorously, there's a nod to the quirks of inflation in everyday life.

On today's Animal Spirits, we discuss the growth stock sell-off getting real, differences between now and the end of the dot-com bubble, why savings account yields aren't going up yet, inequality in the housing market, the best time to buy a house and much more.Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Julian Koski, Chief Investment Officer and co-founder of New Age Alpha, discusses the innovative H-Factor scoring system for evaluating individual stocks. He emphasizes the importance of risk management, especially in volatile markets. The conversation delves into analyzing company performance against historical trends rather than just market noise, using examples like Cisco and Tesla. Koski also explores strategies for optimizing investment portfolios through the H-Factor, highlighting the need for clear data over emotional trading.

The discussion dives into the world of crypto hedge funds, highlighting the differences from traditional models. Fundraising complexities are unveiled, showcasing institutional investors' hesitance due to market volatility. Risk management strategies for navigating market turbulence are explored, focusing on mitigating drawdowns. The conversation promotes a balanced perspective on crypto investments, emphasizing safety in DeFi and CeFi, while assessing portfolio diversification. Exciting insights on stablecoins and the evolving stance of institutional investors round out the analysis.