Inflation sticky like old pine sap…

Another round of China meetings.

Universal Basic Income –hints and whispers.

And our guest – Ed Easterling, Founder and President of Crestmont Research

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Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations.

Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University.

Check this out and find out more at: http://www.interactivebrokers.com/

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Stocks mentioned in this episode: (META), (CAT), (IONQ), (SLV), (BND)

Blowout numbers from Semis – tech is on fire!

The war is kinda over – but nothing has changes.

A deep dive into AI and employment trends – is your job at risk.

And our special guest today – author of How to Get Rich in American History – Joseph S. Moore, PhD.

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Joseph S. Moore, PhD, is an author, historian, and investor whose self-experimentation with history’s wildest financial strategies made him financially independent in his mid-40s.

His writing blends deep, unconventional insights with some of history’s most hilarious stories His first book, Founding Sins , from Oxford University Press, was praised as “extraordinary” and “witty.”

Check this out and find out more at: http://www.interactivebrokers.com/

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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

Chart/Graphic Discussed

Stocks mentioned in this episode: (AMZN), (META), (AAPL), (NVDA), (SNDK), (OIL), (GOOG), (WHR)

Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on…

So many people confidently discussing a subject they know little about, while dismissing experts.

The big boys have reported !

Powell’s Last speech – and a divided Fed.

Inflation – via the PCE is hot.

Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management.

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Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.

Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.

Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

Stocks mentioned in this episode: (AMZN), (META), (AAPL), (NVDA), (SNDK), (OIL), (GOOG)