
Host @MoneyLifeShow (listen at https://xitter.cf/t.co/un6SJgG9A3); long-time financial journalist, proud @UMich alum, owner @BostonBoxLax, writer @NELaxJournal, lax ref
Boston
Joined November 2009
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Kristy Akullian of @iShares says it's good for equities if higher growth levels push rates higher, but urges diversification and caution, @TheRealDTrain37 @NewConstructs puts $SPX in #TheDangerZone & @vijay_hedges on $TSLA-$SPCX, the play he considers "A.I. insurance" & more!
Ryan Dykmans of Dunham says investors should prepare for the harsh downturn the market is building to, @mnkahn of @LowryResearch says the correction is here now, and the question is when it ends, & @JohnColeScott on a rough Q3 - but a big opportunity now - in closed-end funds.
Michael Kelly of @MetlifeInvMgmt on how A.I. is a "narrow boom" that will roll through concerns and roadblocks for years as it broadens. Deana Healy on @ameriprise survey of widowed Americans, showing they're financially confident; plus, how to come up with $5k semi-fast.
Bryant VanCronkhite of @allspring on how AI plays out by cap size & how the Fed will alter inflation targets, @BethKobliner on revising #GetaFinancialLife and how #frictionlessfinance leads to struggling 20- & 30-somethings. Plus Yelena Maleyev on the latest @nabe_econ survey!
Marta Norton of @empowertoday expects markets to "normalize" but to climb into '27 at a slower pace, @vijay_hedges on the bull market's birthday, inflation and the importance of 2027 to the long-term picture, plus @TheRealDTrain37 @NewConstructs put $COHR in #TheDangerZone.
Jordan Rizzuto of GammaRoad $GMMA says sentiment is acting like the market's sold off, so it may be building the next leg up, @firstgenliving on her book "Always Have Enough: How to Build Wealth When You Don't Come from Money," & @StanAnnuityMan answers more listener questions.
Steve Rick of @TruStage says economic growth (but "nothing great") will set up a modest year for '27, @sarmayakar24 of $LENS talks a commodities super-cycle in the #MoneyLifeMarketCall, plus an unconventional answer to a listener conflicted on when to collect #SocialSecurity.
Steve Cucchiaro of @3edgeam says this market is overextended and about to turn on diehard #buyandhold investors, @JohnColeScott on whether its worth it to buy Anthropic pre-IPO using closed & funds, and Jeff Auxier of $AUXFX talks value investing in the #MoneyLifeMarketCall.
Kristian Kerr of @LPL on why the longer oil prices stay elevated - even if not to scary levels - the harder it is for the market to ignore, @aniketcfra on #ETFs in the #MoneyLifeMarketCall & Dan Goldie on #TheRetirementAnswer "The 6 Key Decisions Every Retiree Needs to Make."
John Kosar of Asbury Research says if the big gorilla stocks tank, the whole market topples like a Jenga tower, Josh Wein of @hennessyfunds on why rate hikes may not turn out as expected & Jeff Muhlenkamp of $MUHLX on gold, value investing and more in the #MoneyLifeMarketCall.
Jeff Mortimer of Elyxium Wealth says to climb the worry wall during the current 'mid-cycle bull market;' @vijay_hedges on putting the brakes on the AI revolution & more, plus @TheRealDTrain37 @NewConstructs says in #TheDangerZone that if you buy $KLAR now, you'll pay big later.
Jack Janasiewicz of Natixis on how a slowing economy can withstand 5% Treasury rates, higher oil prices without recession, Nicholas Epley on his book, #ALittleMoreSocial and creating happiness/connection + Mike Dickson of Horizon Investments on stocks in the #MoneyLifeMarketCall
@StanAnnuityMan says life-expectancy tables (not yet impacted by #AI) make annuities a bargain; @vijay_hedges on the bond sell-off & copper spike being bigger opportunities than worries, & Cary Sinnett on @AICPA survey showing how Americans fit pets into/around financial plans.
Tim Knight @SlopeofHope expects gold "to kick the socks off equities for a long time to come," @JohnColeScott on how software problems for #BDCs were overblown, creating buying opps now & Greg Halter of @carnegieinvest on buying #compounders in the #MoneyLifeMarketCall.
John Petrides of @TocquevilleAM says "horizontal portfolios" can handle today's volatility; Dustin Smith on a @WealthEnhance survey in which parents say kids are less financially savvy; in the #MoneyLifeMarketCall, Francisco Bido of Emerald $IAFMX goes quant-active on stocks.
Chris Zaccarelli of Northlight Asset Mgmt sees the market rallying into year's end, but says the bubble question won't be answered until '27 or beyond; Freddie Smith on his book "Generation F*cked," & @cloop803 on @wallethub research into the best/worst cities/states to retire.
Christopher Gandy of @NAIFA on how retirement planning must be fluid, based on life as much as markets; @joneslester on the #BeerPurchasersIndex "cautionary" economic position entering the fall & Luke Lango of @InvestorPlace talks tech & A.I. stocks in the #MoneyLifeMarketCall.
Jason Vaillaincourt of Columbia Threadneedle says rebalance/diversify to prep for the market cycle's end, @ToddRosenbluth of @Vetta_Fi makes $NVDU / $NVDD his final #ETFoftheWeek picks; Jed Ellerbroek of @ArgentCapMgt $ABIG talks enduring businesses in the #MoneyLifeMarketCall.