Podcast appearances and mentions of charlie bilello

shownotes:Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951?Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890?Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337?Post on X from the Daily Chartbook on March 4th - https://x.com/dailychartbook/status/1896878287609344270?Post on X from Charlie Bilello on March 3rd - https://x.com/charliebilello/status/1896673142384492848 Recap on Recent Driving Forces in the MarketSource: Briefing.com's “The Big Picture” released 3/7/25https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htmReminder Market Corrections are NormalSource: Charlie Bilello Research on 3/11/25https://bilello.blog/2025/the-week-in-charts-3-11-25?

In this episode of The Higher Standard, Chris and Saied take a wild ride through financial headlines, questionable government efficiency, and the enigma that is Warren Buffett's ever-growing cash pile. From the SEC's scathing dismissal of meme coins to Elon Musk demanding his employees justify their existence via email, no topic is safe from their razor-sharp commentary. The duo unpacks why the housing market remains stuck in limbo despite lower mortgage rates, and they throw in a little existential dread about government overspending just to keep things interesting. And if you've ever wondered why your health insurance costs an arm and a leg despite your tax dollars funding it, this episode might leave you with more questions than answers.➡️ But don't worry, it's not all doom and gloom—Chris and Saied keep the laughs coming, whether it's dissecting the latest crypto meltdown, debating whether a $5 million "gold card" green card is the ultimate immigration hustle, or reminiscing about their younger, broker days. Plus, they drop a hint about the new studio space and the long-awaited return of guest interviews. If you love unfiltered financial takes, economic deep dives, and a little bit of chaos, this is an episode you don't want to miss.

This week, Chris and Saied tackle the latest inflation print that came in hotter than a tiger del fuego—and yes, that's the official economic term now. With prices climbing for consumer staples like eggs (who knew you should've invested in chickens?), we dissect what this means for rate cuts, the Fed's next move, and whether we'll all just resort to eating cardboard to save money. And if you thought the government was on top of things, think again—because even regulators are scratching their heads over the latest CFPB drama. A federal agency created to protect consumers is basically getting ghosted by Washington, and let's just say… crypto bros are very excited about this development.➡️ But wait, there's more! We break down the absurdity of credit card interest rates, why Home Alone 2's Plaza Hotel suite now costs more than a used car, and the potential impact of Elon Musk's secret Visa deal. Plus, Saied relives a scandalous youth basketball championship game that involved bad reffing, technical fouls, and one very dramatic post-game car ride. Oh, and Chris is still bleeding money on his studio construction—send thoughts, prayers, and five-star reviews.

Skippy and Doogles tackle the relationship between interest rates, the economy and stock valuations. Doogles walks through Charlie Bilello's latest chart recap. Skippy covers traffic congestion in NYC. The episode wraps discussing Howard Marks' latest memo Bubble Watch.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

Tweet from Charlie Bilello on 12.19.24 - https://x.com/charliebilello/status/1869731498439647290?The IRS Is Sending up to $1,400 to One Million People: Are You Eligible? By Kelley Taylor https://www.kiplinger.com/taxes/irs-sending-payments-to-one-million-peopleFireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

In this episode, Chris and Saied break down the Federal Reserve's latest rate cut, and let's just say, it's got everyone—from Wall Street to your wallet—feeling some kind of way. With a 25 basis point cut to the Fed Funds rate, inflation still refusing to play nice, and the bond market throwing a full-on tantrum, it's clear: the Fed's decisions are anything but boring. Oh, and don't miss Chris's hot take on how housing affordability has officially hit “you-can't-make-this-up” levels of absurdity. Spoiler alert: the 10-year Treasury and your dreams of a lower mortgage rate aren't on speaking terms.➡️ From the VIX spiking a jaw-dropping 74% to why shrinkflation has you paying more for less Doritos, the duo dives into why markets have gone wild. Is the Fed's “data dependency” just another way of saying “we're winging it”? And what does this all mean for you, dear listener? Whether you're a seasoned investor or someone just trying to figure out why eggs are still so damn expensive, Chris and Saied deliver insights with their signature blend of smarts and sass. Tune in for all the juicy details, and remember, it's not the size of the rate cut—it's how you use it!

Show Notes:https://x.com/nickgerli1/status/1865160521428750756 https://x.com/nickgerli1/status/1865162039842513110 Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/ Charlie Bilello's 7 Lessons from 2024 (12/10/24)https://bilello.blog/2024/7-lessons-from-2024?

We're talking about one of the most important topics in personal finance: advice. This week's episode also includes a highlight reel of insights from some of our favorite interviews. You'll hear playbacks from special guests Peter Mallouk, Charlie Bilello, Dan Pallesen, Candace Varner and others, covering behavioral finance, investing, retirement and more!

Now that the polls are closed and the 47th president has been elected, we're reviewing some valuable insights shared by Peter Mallouk and Charlie Bilello on their recent episode of Signal or Noise. We're also welcoming back to the show Creative Planning Partner and Estate Planning Attorney Chrissy Knopke to discuss year-end estate planning essentials. Plus, is it actually possible to balance asset accumulation, enjoy life, be charitable and still be prepared for a retirement with increased longevity? Find out on this week's episode!

With the election decided, many are wondering what the results could mean for taxes, government spending, the economy and more. On this episode of Signal or Noise, Peter and Charlie discuss eight major policy areas and what impact they may have on your finances before closing with a review of post-election market moves — are they a signal or just noise?

With the market hitting all-time highs and another round of rate cuts on the horizon, the common denominator is the diminishing value of the dollar. Charlie and Peter discuss this topic before making good on their promise from last episode, sharing their thoughts on how to avert a debt crisis (spoiler alert: the answer isn't taxes). They close with their perspective on mass media influence and discuss the election's potential impact on the market. Is it a signal or just noise?

In this episode, Charlie and Peter explore the widespread economic ripple effects of the dock strike, which could have cost the U.S. economy up to $4.5 billion per day. The real issue isn't compensation — it's job automation, a disruption that could reshape the industry in the long run. They also dive into the Fed's rate cut, housing market shifts and why America can't sustain a "two-economy" divide. They close with insights from the book Die With Zero and tackle the big question of whether picking stocks based on presidential candidates is a signal or just noise.

Do you know the number one way Americans become millionaires? Charlie Bilello gets Peter Mallouk's insider take on this topic and on a couple of recent tweets, leading to an economic lesson and a lively discussion about communism, food prices and taxing the wealthy. They conclude by considering the record U.S. household allocation to stocks — is it a signal or just noise?

There's an elephant in the room that keeps growing — but no one wants to talk about it. On this episode of Signal or Noise, Charlie Bilello and Peter Mallouk discuss the $35 trillion national debt, which Peter views as the biggest threat to the U.S. economy and Western civilization. They also cover concentrated stocks and eliminating taxes on tips and Social Security income before wrapping up with a signal or noise on the VIX.

Show Notes:Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly?Tweet from Brian G on Twitter - https://x.com/alphacharts/status/1821261266939510918?US Wage GrowthX post from Charlie Bilello on 8/14https://x.com/charliebilello/status/1823710733168996606C-Suites mentioning “Recession” in earnings calls…X Post from Ryan Detrick on 8/13/24https://x.com/RyanDetrick/status/1823456221057228930Financial Planning Topic of the week – Article from Dalvin Brown in the WSJ on 7.27.24 titled “Key to Happiness or Distrust? The Couples who itemize their monthly bills - https://www.wsj.com/personal-finance/these-happy-couples-arent-sharing-bank-accountstheyre-sharing-spreadsheets-c33c3b70

On this week's episode, we're making the timely correlation between the Olympics, the stock market and a Powerball winner — and sharing how to have a winning formula when it comes to your investments. We also welcome Chief Market Strategist Charlie Bilello back to the show for a candid conversation about the Federal Reserve, where we'll get his opinion on the impending rate cut.

Show Notes:Tweet from Ryan Detrick on 8.2.24 - https://x.com/RyanDetrick/status/1819476646589878465?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Friday%2C+August+2%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email Tweet from Ryan Detrick on 8.6.24 - https://x.com/ryandetrick/status/1820678336277856286?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Charlie Bilello on 8.5.24 - https://x.com/charliebilello/status/1820635769553506724?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Monday%2C+August+5%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email Linked In Post from Campbell Harvey - https://www.linkedin.com/posts/camharvey_it-has-begun-over-the-last-year-i-have-activity-7225216764152868864-_nBb/?utm_source=share&utm_medium=member_ios

With all that's happening in the market, you'll want to tune in to this episode of Signal or Noise as Charlie Bilello and Peter Mallouk share how long-term investors can embrace panic. They also cover the impending rate cut, a costly rollover mistake and a new topic to show — love, marriage and bank accounts. They end with a signal or noise you may be familiar with: using bonds as a hedge. 

Gaining an awareness of cognitive biases is just the first step. Overcoming these biases is the real challenge — don't let them negatively impact your investment success! Join Peter Mallouk and Charlie Bilello as they explore these biases as well as their impact, why investors often fall prey to them and practical solutions for overcoming them. Additionally, learn about the latest changes in 401k savings that could affect your financial planning.Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what's happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Major news headlines on inflation rates, the S&P 500 and the housing market generate a lot of buzz and remind us that prioritizing our financial planning is critical to a secure financial future. On this week's episode, we're exploring what you might face tomorrow if you aren't intentional with your finances today.

We often hear that the obvious answer is usually best. However, in the realm of retirement planning, the most obvious solutions AREN'T always the best choices. Join John as he illustrates common situations where an obvious choice could derail your retirement. (1:50) Plus, discover why we're still discussing Bitcoin. (8:18)Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor with roughly $300 billion in combined assets under management and advisement. Peter has also written or co-written several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them, The Path: Accelerating Your Journey to Financial Freedom with Tony Robbins, and his latest, Money, Simplified. Peter graduated from the University of Kansas with four majors, including degrees in business administration and economics. He went on to earn a law degree and a Master of Business Administration degree, also at the University of Kansas.BackgroundBioCreative PlanningPathway Financial EducationBooksMoney, Simplified, by Peter MalloukThe 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right, by Peter MalloukThe Path: Accelerating Your Journey to Financial Freedom, by Peter Mallouk, with Tony RobbinsPodcastsDown the Middle, with Peter Mallouk and Jonathan ClementsSignal or Noise? with Charlie Bilello and Peter MalloukCreative Planning“What to Expect in the Year Ahead,” by Peter Mallouk and Jonathan Clements, creativeplanning.com, Dec. 29, 2023.“Creative Planning Closes on Acquisition of Goldman Sachs Personal Financial Management,” by Diana Britton, wealthmanagement.com, Nov. 3, 2023.“Peter Mallouk: The No. 1 Thing to Look for in Investments Now,” by Dinah Wisenberg Brin, thinkadvisor.com, Feb. 27, 2023.“Tax-Loss Harvesting: What It Is and Why It Matters,” by Taylor Harroun, creativeplanning.com, Oct. 4, 2023.“The Media Has a Fiduciary Responsibility, But It's Not to You,” by Peter Mallouk, creativeplanning.com, March 15, 2024.Other“How Financial Planners Actually Do Financial Planning (2023),” by Dan Inveen, Michael Kitces, and Meghaan Lurtz, kitces.com, 2023.

Show Notes:Tweet from Charlie Bilello -https://lnkd.in/gpKJrm8A?Tweet from Ben Carlson -https://lnkd.in/gq2Fd89t?Article written on FA Mag, Biden's 2025 budget proposal if reelected -https://lnkd.in/gdHf7REX

Show Notes:Article from Adam Turnquist, “Who Do Markets Want to Win the Election” -https://www.lpl.com/research/blog/who-do-markets-want-to-win-the-election.html?Tweet from Unusual Whales -https://twitter.com/unusual_whales/status/1765369742661910893?Research from Charlie Bilello -https://twitter.com/charliebilello/status/1767926346246689079Tweet from Michael Kantro, Chief Investment Strategist -https://twitter.com/MichaelKantro/status/1767996650297901198Tweet from Brian G at Alpha Charts -https://twitter.com/alphacharts/status/1768013302716604898

Life is about the journey, not the destination. Likewise, investing shouldn't be merely about the destination. Our money should be seen as a tool that empowers us throughout our life — not just a means to an end. Join John as he takes us through the six most important lessons we can follow when it comes to getting the most out of both our life and our investment journey. (1:06) Plus, Creative Planning's Chief Market Strategist, Charlie Bilello, is back on the show to talk about what could shock the stock market in 2024. (22:30) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Show Notes:Tweet from Seth Golden -https://twitter.com/sethcl/status/1745427989242806376?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Franklin Templeton -https://twitter.com/FTI_US/status/1745229093082190295Tweet from Charlie Bilello -https://twitter.com/charliebilello/status/1749448179181814159?Checking in on Earnings Thus Far -https://twitter.com/FactSet/status/1749572171221844032Financial Planning Topic of the week -https://www.thomaskopelman.com/blog/options-for-how-to-manage-your-finances-as-a-married-couple

Today's guest is Jared Dillian, the editor of The Daily Dirtnap, a daily market newsletter for investment professionals.  Jared's back on the podcast to talk about his book, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal finance, his “no worries” approach to investing, which he calls the awesome portfolio, and I bet you'll be surprised by which asset has performed best since 2000. We also get Jared's take on the market today. He touches on inflation, private equity, the bond market and more.  (1:20) - Welcome Jared back to the show; Episode #344: Jared Dillian (5:02) - Unpacking the concept “we get to choose how much money we have” (6:56) - Applying the 80/20 rule to personal finance (10:14) - Clarifying acronyms from 'No Worries: How To Live A Stress Free Financial Life' (14:57) - Considering the implications of young people accruing debt (18:11) - Different investment strategies & the Awesome Portfolio (34:41) - Jared's take on inflation and higher interest rates (36:58) - Assessing the current state of the market (43:26) - Concerns about Tony Robbins book (45:53) - Integrating AI into the process of writing Learn more about Jared: The Daily Dirtnap, Jared Dillian Money ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only). Register for their webinar on January 25th with Charlie Bilello. Sponsor: Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!   Learn more about your ad choices. Visit megaphone.fm/adchoices

Show Notes:Tweet from Joey Politano -https://twitter.com/JosephPolitano/status/1734570072176251320Article by Amy Arnott, CFA “Should you T-Bill and Chill?” - https://www.morningstar.com/portfolios/should-you-t-bill-chillResearch from Charlie Bilello -https://twitter.com/charliebilello/status/1735785477586723024Tweet from Jonathan Ferro on Fed Speak Confusion -https://twitter.com/FerroTV/status/1735658977176797682Bullish on Bonds Tweet from Gunjan Banerji -https://twitter.com/GunjanJS/status/1737116673344405692Article by Matt Baisden “11 different types of retirement plans” - https://www.plancorp.com/blog/retirement-plan-types?

Looking back on 2023, which words will resonate in discussions about our finances and investments? John explores this question, examining how the events of the past year challenged our financial resilience and reshaped our mindset regarding wealth. (2:23) He also collaborates with Charlie Bilello, Creative Planning's Chief Market Strategist, to delve into the most significant surprises of 2023 (9:56) and caution against placing undue trust in 2024 pundit predictions. (11:33)Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Show Notes:Tweet from Nancy Pelosi Stock Tracker -https://twitter.com/pelositracker_/status/1725326755194384613?NVDA Earnings Report – Tweet from Brad Freeman - https://twitter.com/StockMarketNerd/status/1727079175209812089Morgan Housel referencing Peter Lazaroff -https://peterlazaroff.com/ep-125-why-recessions-are-so-hard-to-predict-with-morgan-housel?Tweet from Markets & Mayhem -https://twitter.com/Mayhem4Markets/status/1729287713688273310Research from Jurrien Timmer -https://twitter.com/TimmerFidelity/status/1729935098470944867Research from Charlie Bilello -https://twitter.com/charliebilello/status/1729591684848058568Tweet from Ben Carlson -https://twitter.com/awealthofcs/status/1725538079459488136?

On Episode 37 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman Riley Rosebee review Technology's Resilience, Historic Returns, Apple's AI Play, Robinhood, Finding Profitability, Zombie Companies and Frauds on Forbes. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) State of the Market (2:33) USD & The 10-Year (4:10) Axon's All-Time High (8:13) The Nasdaq's Reaction to Apple's Earnings (9:31) Apple's AI Play (13:24) The Big Get Bigger, Technology's Resilience (14:33) QQQ vs. TLT (18:30) Here's The Thing About “Behavioral” (20:00) Historic Returns (22:20) The Median Stock is Flat (22:47) Same as Ever (24:40) S&P 500's Drawdowns (26:55) In the Long Run, Stocks Go Up (32:29) The Start-Up World (34:08) Zombie Companies (35:53) Moving Past Unicorns (38:38) Finding Profitability (39:37) USD Safe Haven (42:24) Robinhood (43:40) Uber vs. Lyft (47:23) What Does Dell Do? (50:53) Seasonal Weight Gain (54:04) Frauds on Forbes (57:05) Building Walls (60:13) Featured Links Matt Turck — https://twitter.com/mattturck/status/1721971979266171209  Om's M3 Macbook Review  Same as Ever: A Guide to What Never Changes — Morgan Housel  The Week in Charts (11/6/23) - Charlie Bilello's Blog  Howard's Blog — https://www.howardlindzon.com/  JC's Blog — https://allstarcharts.com/blog/  Pearl's Prime Cuts — https://primecuts.substack.com/  Riley's Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

Are you fixated on your investments' past performance rather than exploring their potential future impact? Ignoring this crucial aspect of your portfolio could lead to unexpected consequences for your future returns. Join John as he demystifies the concept of opportunity costs and their significance in wealth management. (1:44) Plus, Charlie Bilello joins the show to discuss the latest financial news and strategies you need to stay clear of. (13:33) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Show Notes:Tweet from Money Visuals, Ashby Daniels -https://twitter.com/mvmoneyvisuals/status/1714978955449798727?s=12&t=Godkt5FzuqWcmpmvo2G5JgYTD Performance Across the S&P Research by Charlie Bilello -https://twitter.com/charliebilello/status/1715373008263557378Economists Increase US Growth Projectionshttps://www.bloomberg.com/news/articles/2023-10-20/economists-boost-us-growth-projections-reduce-recession-odds?Median net worth during the pandemic article in Bloomberg -https://www.bloomberg.com/news/articles/2023-10-18/americans-net-worth-surged-by-most-in-decades-during-pandemic?“The Big Mistakes People Make in Medicare and How to Avoid Them” by Anna Wilde Matthews - https://www.wsj.com/health/healthcare/medicare-advantage-enrollment-risks-923e7952

Not all financial priorities are created equal. Find out the hierarchy you should follow and how correctly prioritizing your goals will play a crucial role in your future financial success. (1:36) Plus, Creative Planning Chief Market Strategist Charlie Bilello discusses winners and losers in the rising interest rate landscape, shedding light on the surprising resilience of the housing market and dispelling misconceptions about the impact of Fed policies on stocks. (10:48) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Follow us on Insta   What we cover:   ✔️ Kathryn visits Montana for a Bachelor Party + the Newport Beach Social Scene + Joe Update ✔️ Threads hits 100 million users in 4 days ✔️ Sarah Silverman is suing Open AI and Meta for copyright infringement  ✔️ Interest rates hit 8%, so no one wants to move ✔️ Charlie Bilello's newsletter explains it all with charts ✔️ A Fun new way to set habits and plan adventures from Sara Blakely's husband   Links we mention:    Bilello.blog The Verge article on Sarah Silverman

Show Notes:Tweet from Bespoke -https://twitter.com/bespokeinvest/status/1672326332074557442Tweet from Charlie Bilello -https://twitter.com/charliebilello/status/1669726606594654215

Show Notes:Tweet from Charlie Bilello - https://twitter.com/charliebilello/status/1669326669058830342 Article off Briefing.com -https://www.briefing.com/in-depth-analysis/page-one/2023/6/16/indices-supported-by-a-flat-squeezeTweet from Game of Trades -https://twitter.com/GameofTrades_/status/1671540980783394819Tweet from Chamath Palihapitiya -https://twitter.com/TimmerFidelity/status/1671515342781153281

In this episode, Charlie Bilello and Peter Mallouk discuss debt default fears, what they think is the best long-term investment (hint: it's not real estate) and just how big Big Tech has gotten.Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what's happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Tune in as Charlie Bilello and Peter Mallouk discuss the ripple effect of bank deposit fears, the cost of college, and if “don't fight the Fed” is still reasonable advice.  Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what's happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Charlie Bilello joins Peter Mallouk for a new series where they discuss big topics in the market, investing and personal finance to help you separate the signal from the noise. Tune into episode one now for their insights on the top five wealth killers, Apple's new high-yield savings option, and if the Fed should still exist in its current form.Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what's happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Bank of America analysts warn that the U.S. economy could be headed for a "no landing" scenario thanks to the hot labor market, but that might not be good news for the stock market. BoA chief economist Michael Hartnett predicted a "no landing" scenario in the first half of the year, where there is no immediate slowdown in growth but inflation remains above trend. That would likely force the Fed to raise interest rates much higher than previously forecast — and keep them elevated for longer.In this episode of The Higher Standard, Chris and Saied examine this news and what it could mean for the economy as a whole.They discuss comments from Equity Group Investments founder and chairman Sam Zell, stating that Jerome Powell "missed the boat" on inflation, allowing "super-low" interest rates to exist for too long.Chris and Saied look at a warning from economist Mohamed El-Erian that the Federal Reserve won't be able to get US inflation down to its 2% target without “crushing the economy.” He added that the central bank is unlikely to officially change that goal post.They also offer some thoughts on a tweet from Charlie Bilello, Chief Market Strategist for Creative Planning, LLC, indicating that only 21% of homes for sale in the US sold above their final list price in the last 4 weeks, down from 40% a year ago. This is the lowest % since March 2020.Join Chris and Saied for this fascinating and informative conversation.Enjoy!What You'll Learn in this Show:Why holding rates for a prolonged period of time will create mental strain for people.The definition of a 'hard landing,' and what it means for the economy.Why household debt saw its largest increase in 20 years in New York.Whether the FOMC has the courage, after holding rates for 6-8 months, to raise them again.And so much more...Resources:The Real Deal via Instagram"Bank of America Says Stock Market Threatened With 'No Landing' Scenario" (article from Entrepreneur)"All aboard the mortgage rate roller coaster" (The Data Deli via Instagram)"Fed Can't Reach 2% Inflation Without Crushing Economy, El-Erian Says" (article from Bloomberg)Charlie Bilello via Twitter"Americans Have Nearly $1 Trillion in Credit Card Debt" (article from Bloomberg)"Investors Worry Too-Hot Economy Will Put Fed on More Aggressive Rate Path" (article from The Wall Street Journal)

Show Notes:January Trifecta Indicator -https://jeffhirsch.tumblr.com/post/706735383842570240/after-bear-market-january-indicator-trifectaTweet from CarDealershipGuy - https://twitter.com/guydealership/status/1612076797037797377?Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1576579328912986113Research from Charlie Bilello & Compound Research -https://twitter.com/charliebilello/status/1618321683320041472/photo/1Tweet from Ayesha Tariq, CFA Market Researcher -https://twitter.com/AyeshaTariq/status/1616821922767032321Tweet from Christophe Barraud -https://twitter.com/C_Barraud/status/1614646310610604033Tweet on 1/25/23 from Liz Ann Sonders, Chief Investment Strategist at Charles Schwab -https://twitter.com/LizAnnSonders/status/1618226659131285508Article from Kidness Financial Planning -https://kindnessfp.com/talk-to-adult-kids-about-money-and-inheritances/

Show NotesCheck out this week's Show Notes before episode 170 goes live this afternoon! Tweet by Cullen Roche -https://twitter.com/cullenr.../status/1574829904272596992...Tweet by Charlie Bilello -https://twitter.com/charlie.../status/1574587741605593089...Post by Wall Street Jesus -https://twitter.com/wallstj.../status/1575119268605296640... Tweet from Lisa Abramowicz -https://twitter.com/lisaabramo.../status/1577273943228284928Tweet from Ayesha Tariq -https://twitter.com/ayeshatariq/status/1577196070496620545Tweet from Gunjan Banerji, WSJ -https://twitter.com/GunjanJS/status/1577787725377376256

Prime 5 lezioni di Charlie Bilello (fondatore e CEO di Compound Capital Advisors. ) per prosperare nei mercati .Buona visione.

From Jerome Powell's money printer to the ever-evolving definition of a recession, Compound Capital Advisors CEO Charlie Bilello breaks it all down in a jam-packed episode guaranteed to make you smarter. Charlie has a gift for taking insanely complex topics and translating the ideas for the rest of us – and that's on full display this week.

Anche se il mondo sembra che stia finendo il mondo delle buone imprese e della buona finanza non si ferma, perché il denaro paziente è sempre a caccia di buone opportunità di affari e investimento. Come ci ricorda il grafico di Charlie Bilello, consulente finanziario americano e fondatore di Compound Capital Advisor, pur con tutti i mal di pancia che bisogna sopportare, tenere i soldi liquidi rispetto ad averli investiti non è si è rivelato finora mai nel tempo un'idea meravigliosa per proteggere il proprio capitale. Ma al contrario uno dei modi più sicuri per vedere falcidiato nel tempo il potere d'acquisto.Basti pensare che fino alla fine degli anni '50 una bottiglietta di Coca Cola costava 5 centesimi di dollari; oggi oltre 2 dollari. Quaranta volte di più.A inizio anni '60 il prezzo delle azioni si aggirava intorno agli 0,25 dollari, attualmente intorno ai 60 dollari Usa.Così si muovono i mercati e in ufficio a Lerici ce lo ricorda una pagina di una copertina de L'Espresso del luglio 1971 dove il titolo drammatico “LA BORSA A PICCO” non sembra lasciare molte speranze ai risparmiatori italiani nemmeno per il futuro. Inutile dire che le cose sono andate poi diversamente.Nelle scorse settimane abbiamo raccolto diverse email di risparmiatori che sono rimasti colpiti dal contro-dossier “ESG”.Non siamo certo (e lo ribadiamo) per gli investimenti “irresponsabili”, ma non ci piace guardare ai risparmiatori come ad individui con occhi foderati di fette di prosciutto e tipi a cui raccontare favole, ma persone mature informate che devono essere in grado di valutare i pro e contro di ogni scelta.

Charlie Bilello is the founder & CEO of Compound Capital Advisors In this conversation, we break down the macro economy, the Federal Reserve policy, how bad the economy may get, and if we can grow our way out of debt. ======================= LMAX Digital - the market-leading solution for institutional crypto trading & custodial services - offers clients a regulated, transparent and secure trading environment, together with the deepest pool of crypto liquidity. LMAX Digital is also a primary price discovery venue, streaming real-time market data to the industry's leading analytics platforms. LMAX Digital - secure, liquid, trusted. Learn more at LMAXdigital.com/pomp ======================= The Pod Pro Cover by Eight Sleep is the most advanced solution on the market for thermoregulation. It pairs dynamic cooling and heating with biometric tracking. Go to https://www.eightsleep.com/Pomp to check out the Pod Pro Cover and save $150 at checkout. Eight Sleep currently ships within the USA, Canada, and the UK. ======================= DeFi Technologies represents what's next in the digital economy -- providing simplified, trusted access to crypto, decentralized finance and Web 3.0 investment opportunities. Institutions and investors can gain diversified, secure, compliant, and easily tradable access to a diversified set of industry-leading equity products and protocols, through a single stock purchase on a regulated exchange. Currently listed on U.S. (OTC: DEFTF) and Canadian (NEO:DEFI) exchanges. For more information or to subscribe to receive company updates and financial information, visit our website at http://defi.tech  =======================

Show Notes:Check out this week's Show Notes before milestone episode #150 goes live tomorrow afternoon!1. Tweet by FactSet -https://twitter.com/FactSet/status/15259471315461816432. Tweet by Charlie Bilello -https://twitter.com/charliebilello/status/15225658097087119363. Tweet by Gordon Johnson - https://twitter.com/GordonJohnson19/status/1523347192840290309Social MediaFacebook and LinkedIn: @JessupwealthmanagementTwitter and Instagram: @JessupWealth

Show Notes:1. Blog post from Michael Batnick -https://theirrelevantinvestor.com/2022/03/08/theres-blood-in-the-streets-2/2. Blog Post from Cullen Roche -https://www.pragcap.com/bitcoin-is-a-terrible-form-of-money-but-a-very-good-store-of-value/3. Piece on the blog ZeroHedge -https://www.zerohedge.com/economics/oil-spikes-and-economic-outcomes4. Tweet by ZeroHedge -https://twitter.com/zerohedge/status/1501939882771374083?s=20&t=3M-KXA0_MHGO5wGZNR7iSA5. Tweet by Charlie Bilello -https://twitter.com/charliebilello/status/15031671510201589766. Article written by Glenn Ruffenach - https://www.wsj.com/articles/do-bucket-investment-strategies-make-sense-in-retirement-11646319962?Social Media:Facebook/LinkedIn @JessupWealthManagementTwitter/Instagram @JessupWealth

TOPICS AND TIMESTAMPS: Past and Future 0:00 THE PUT 0:46 ASSET PRICES 4:25 REAL ESTATE 8:45 (3) Liz Ann Sonders on Twitter: "Latest ⁦@BankofAmerica⁩ Global Fund Manager Survey shows investors now believe Fed “put” is hovering around 3700 (for S&P 500) https://t.co/OH1ZPZcIqf" / Twitter https://twitter.com/LizAnnSonders/status/1493926548809920513/photo/1 (3) Holger Zschaepitz on Twitter: "The #Fed is still buying bonds even though US inflation has risen to 7.5%, the highest level since 1982. Fed balance sheet rose by another $33bn to hit fresh ATH at $8.91tn. Total assets now equal to 37% of US's GDP vs #ECB's 82% and BoJ's 134%. https://t.co/1WEOMS93jq" / Twitter https://twitter.com/Schuldensuehner/status/1494673859517480960/photo/1 unnamed (2)_196.png (972×553) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%282%29_196.png?itok=755w9iUp image - 2022-02-18T120748.227.png (575×431) https://cms.zerohedge.com/s3/files/inline-images/image%20-%202022-02-18T120748.227.png?itok=hAOO7U7C 2022-02-18_10-30-58.jpg (692×610) https://cms.zerohedge.com/s3/files/inline-images/2022-02-18_10-30-58.jpg?itok=tF9M_jpU (3) Charlie Bilello on Twitter: "The US Housing Boom continues with Building Permits rising to their highest level since May 2006... Charting via @ycharts https://t.co/63XmHTsqMc" / Twitter https://twitter.com/charliebilello/status/1494526950953607185/photo/1 Would You Buy a Tiny Home? London Microflat Up for Auction Sale at $68,000 - Bloomberg

Episode #132 TopicsThe 10-year Treasury Yield is at its highest since February 2020.Initial Jobless Claims Update on 2022's January TrifectaLooking Back on the S&P 500's Performance Historical Quarterly Performance An update on the US bond market & the risks that come with it. What are the necessary tax filings after someone passes away?Show Notes:1. Tweet from Callie Cox - https://twitter.com/callieabost/status/14761930720275128332. Tweet by Charlie Bilello -https://twitter.com/charliebilello/status/14770226331243151363. Charlie Bilello on 1/2/22 -https://twitter.com/charliebilello/status/1477721057817735175?s=114. Financial Planning Topic of the week -https://obliviousinvestor.com/Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter:@Jessupwealth

In this week's episode of Reformed Millennials, Broc and Joel review their 2021 predictions and give some insight into what they think 2022 has in store. Also, Joel talks about what his Q1 predictions are for the economy and the Omnicron virus. This is the last episode for the year but were excited for our listeners to check it out.Listen on Apple, Spotify, or Google Podcasts.If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.👉 For specific investment questions or advice contact Joel @ Gold Investment Management.📈📊Market Update💵📉2022: Quick teaser for the 2022 week 1 episode!Omnicron runs wild and almost everyone North America gets it by mid to late February. However, come late March it fizzles out and the death rate plummets in countries/regions with high vaccination rates. The boosters make a huge difference and by the summer of 2022 it's boom times again. Of course, the media hypes Omnicron because they can’t get clicks without the Trump in the white house. $PFE makes more money than they can spend and to hide from Liz Warren, they try their best to hide it by buying something huge like Moderna. The SPY/TSX is up more than 25% in the year. FAANG rips. Healthcare rips. Re-open stocks rip. But the staples lag the rest of the market as Oil hits the all elusive $100.Investors Are Scared! This is BULLISHTake a look at where we are sentiment wise compared to where we've been at this time over the prior 2 years. We have about half the bulls and almost twice the amount of bears.I think at this point, we want to be looking at the areas that are diverging positively. With breadth so weak, as everyone likes to remind you every day, where is breadth actually improving?Small-cap Healthcare is one area for sure. Here is the $PSCH ETF overlaid with Biotech. With Large-cap Healthcare making new all-time highs last week, is it time for the smalls and biotech to participate? Remember these peaked in Q1 along with the Nasdaq Advance-Decline line, Nasdaq new highs list and so on.... So did the ARKK funds. Check this chart out from All star Charts:If these were the leaders to the downside this year, and the first areas to peak, what does that say about the market if they stopped going down?Looks to me like the Santa Rally is late but still en route… Only time will tell.💸Reformed Millennials - Post of The WeekIt feels like the world of investing is full of mania’s right now and many seem to have topped out.Charlie Bilello has a great read on ‘The Other Side Of Mania’s‘.In the midst of a mania, it can seem as if the “voting machine” is all that will ever matter, and you can safely throw caution to the wind. But the “weighing machine” is always lurking in the background. Eventually, a security’s underlying value matters, you just don’t know when…Read the attached for more on:LitecoinMusk TweetsSPACsMeme stonksSquid GameOUR PERSONAL FAVORITE: SPACSBuild Back Better News: “Ho Ho No from Joe”It’s over. Sen. Joe Manchin’s refusal to support the Build Back Better plan dooms it in the Senate and means the bill won’t become law. There will be attempts to resurrect it - Sen. Schumer already announced the Democrats are pushing ahead in January - but the final version is likely to be substantially trimmed down.This outcome isn’t exactly shocking. A poll last month showed 74% of West Virginia voters oppose the Build Back Better Act. This might seem surprising for a state where 32% of residents’ personal income came from government checks. But West Virginia is a coal country and this was a very non-coal-friendly bill. Unlike President Biden’s fast dropping popularity, Sen. Manchin has a 60% approval rating in one of the reddest U.S. states. That he should oppose the bill so heavily out of favor in his home state is hardly surprising. Bad for Tesla, good for taxesDooming the bill also doomed the planned tax hikes. Funding the bill was controversial from the start. While the original tax levies (raising the top income-tax rate to nearly 40%, while boosting capital gains rates to 25%) were abandoned, others remained. A minimum tax rate of 15% was planned on corporations whose annual income averaged above $1 billion in the last three years, affecting some 200 companies. More controversially, an excise tax of 1% would have been imposed on stock buybacks by public companies. On the whole, those are both good for stocks. Not all of them, however.Anything with a hint of green was taking it on the chin Monday morning. The signature legislative package contained roughly half a trillion dollars of support for various forms of cleantech, the biggest federal commitment to the energy transition by far. The economy will be alright …Goldman Sachs was quick to cut back its outlook for US growth. But the changes were marginal. “While BBB in its current form looks unlikely, there is still a good chance that Congress enacts a much smaller set of fiscal proposals dealing with manufacturing incentives and supply-chain issues,” said the economists.Oh, and lest we forget: The Build Back Better Act included a massive $79 billion IRS appropriation to strengthen its enforcement activities. Looks like the hiring of new auditors won’t happen, after all.🌊 Companies To Peruse 🌊Curated.com - the Marketplace to Shop With ExpertsPatreon CPO says the company will double in size in 2022 - looking to go from 400 > 1000 employees this year $4b valRedditt goes public and files to go public - raised money at $10b in august and is now looking for $15 - currently has 50m daily active users 🔮Best Links of The Week🔮Ben Evans Presentation - The most exciting themes in technology today are transformative visions for 2025 or 2030Aswath Damedoran on the future of university and educationOmicron, and China's Changing Calculus - Peter ZeihanOmicron is taking a chunk out of expected global growth. Bloomberg reported that the entire global economy is only expanding at a 0.7% rate, which is half the world’s growth rate from last quarter. Before the pandemic, the global economy grew at a 1% growth rateSpringsteen Sells to Sony for 500b! - Variety Subscribe at www.reformedmillennials.com

Charlie Bilello is a veteran of the show and is back to talk markets, markets, markets. I like to catch up on the markets once a quarter – I could talk about the markets every day, but we've got a lot of stuff going on. And we love having Charlie on because he's always prepared. We discuss zero percent rates and why the Fed is buying mortgages, the stealth bear market, and the delta wave impact on micro trends. So, come fly the friendly skies with me… Investing is easy! Guest - Charlie Bilello, Founder and CEO at Compound Capital Advisors  howardlindzon.com, compoundadvisors.com, compoundadvisors.com/newsletter  Twitter: @howardlindzon, @charliebilello, @knutjensen, @jetstarcapital  #fintech #invest #investment #venturecapital #stockmarket #finance 

1. Article written by Bespoke -https://www.bespokepremium.com/interactive/posts/think-big-blog/leveraged-etfs-in-20212. Tweet from Liz Ann Sonders - https://twitter.com/LizAnnSonders/status/14384609644841000983. Article from the WSJ -https://www.wsj.com/articles/thanksgiving-turkey-shopping-has-already-startedfor-supermarkets-11631784601?mod=djem_WealthJournal4. Tweet from “OMGCapital”https://twitter.com/omgcapital/status/1436742836687450120?s=115. Tweet by Conor Sen – Founder of Peachtree Creek Investmentshttps://twitter.com/conorsen/status/1437028149896830976?s=116. Blog post by Charlie Bilello -https://compoundadvisors.com/2021/expectations-are-everythingTwitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)

1. Supply chain update from CNBC - https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-commentary.html?&qsearchterm=supply%20chain 2. Tweet by Charlie Bilello - https://twitter.com/charliebilello/status/1431346985135640581?s=11 3. Tweet by Sarah Ponczek - https://twitter.com/sarahponczek/status/1427245203077881867?s=11 4. Article about millennials turning to professionals - https://www.wealthmanagement.com/client-relations/survey-millennials-increasingly-turn-financial-advisors 5. Article from LPL Research - https://lplresearch.com/2021/08/31/here-comes-the-worst-month-of-the-year-2/ 6. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1423258039482822658 7. Article from Ben Carlson - https://awealthofcommonsense.com/2021/07/there-is-no-such-thing-as-a-normal-market-environment/ 8. Article from CNBC - https://www.cnbc.com/2021/09/01/why-your-checking-and-savings-accounts-should-be-at-different-banks.html?&qsearchterm=checking%20savings   Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

My good friend Charlie Bilello is back for his second episode of Panic with Friends. He originally came on way back for episode two of our show and offered insights on the markets during peak COVID panic. If you go back and listen, you’ll see Charlie actually got a lot right. So now I figured it would be a good time to check back in with him as we make our way out of the COVID panic. Charlie has over a decade of experience as an analyst, lawyer, CPA, and overall nerd about the markets and money. But he’s more than just my crazy smart friend, I’ve also partnered with Charlie at his company Compound Capital Advisors. There, he oversees all facets of the firm, from research, to portfolio management, to product development, to content creation, to investor relationships. In this episode, we talk about inflation, the markets, crypto, shifts in trends, SPACs, irrational exuberance, bonds, the next generation of investors, and more. Enjoy!  Guest - Charlie Bilello, Founder and CEO at Compound Capital Advisors  howardlindzon.com, compoundadvisors.com, compoundadvisors.com/newsletter  Twitter: @howardlindzon, @charliebilello, @knutjensen, @Nikita_Arora17  #fintech #invest #investment #venturecapital #stockmarket #finance 

Mark & Matt Discuss the Following on Episode #99: Active Investment Manager Exposure to S&P 500 Dividend Growth vs Dividend Value Performance Difference between Growth and Value Stocks The Most Important Rule in Investing? New Retirement Legislation in the works Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by JC Parets - https://twitter.com/allstar.../status/1392906323868651523... 2. Tweet by The Irrational Investor - https://twitter.com/positio.../status/1394314333849460739... 3. Blog Post by Charlie Bilello on compoundadvisors.com - https://compoundadvisors.com/.../the-most-important-rule... 4. Tweet by Jeff Levine - https://twitter.com/CPAPlanner/status/1390489976006193153

Episode 80 - Blockzeit 680044 - von und mit Markus, Dennis und Fab BitBox02 Bitcoin Only Edition - 10% discount für die Einundzwanzig Community: https://shiftcrypto.ch/einundzwanzig Besuche unsere Website: https://einundzwanzig.space Diskutiere mit, in unserer Community: https://t.me/einundzwanzigpodcast Den Bitcoin-Standard gibts jetzt als Hörbuch Hashrate bricht ein, die Gründe dafür und wie es jetzt ausschaut - Ein interessantes Experiment Die Zentralbank der Türkei verbietet es im ganzen Land, Kryptowährungen als Zahlungsmittel Reuters berichtet dass zwischen Februar und März 218 Milliarden Lira (27 Milliarden Dollar) gehandelt wurden, Charlie Bilello s Tweet Rohstoffpreise Plant China einen Goldgedeckten Yuan Britcoin: UK denkt über eigene digitale Währung nach Venmo bietet Unterstützung für Kryptowährungen an WeWork akzeptiert Krytowährungen als Zahlung und wird diese auch halten Axa akzeptiert Bitcoin als Zahlungsmittel OKEx bietet Lightning Support an Azteco kündigt Lightning Support an Square und Ark Invest veröffentlichen ein Whitepaper zum Thema "#Bitcoin als wichtiger Treiber für die Zukunft von erneuerbaren Energien". Ketan’s Artikel: Überlegungen zum Neustart der digitalen Identität Dennis’ Artikel: Bitcoin kaufen: Was muss ich beachten

Mark & Matt Discuss the Following on Episode #90: FED Remains Accommodative Hedges Against Inflation Bond Market Update More S&P 500 Price Target from “Experts” How to save when expecting a baby Show Notes! 1. Ben Carlson - https://twitter.com/awealthofcs/status/1373291324775006212 2. Charlie Bilello - https://compoundadvisors.com/2021/whats-the-best-hedge-against-inflation 3. Ben Carlson - https://awealthofcommonsense.com/2021/03/the-simplest-asset-to-hedge-against-inflation/ 4. WallStJesus - https://twitter.com/WallStJesus/status/1373013919690858507 5. Peter Lazaroff & Sara Gelsheimer - https://www.youtube.com/watch?v=yMfEltZ0Ugg&t=22s Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

SCOPRI COME POSSIAMO AIUTARTI, CHIAMA IL NUMERO VERDE: 800685500ISCRIVITI A PIANO FINANZIARIO: HTTPS://WWW.PIANOFINANZIARIO.ITISCRIVITI AL NOSTRO CANALE TELEGRAM: https://t.me/giorgiopecorariPerché sostengo che i mercati al momento non stanno crollando e non crolleranno da un momento all’altro? In questo video ti analizzerò i punti grazie ai quali sostengo questa situazione, attraverso grafici e dati vedremo la situazione nell’economia statunitense.0:00 In questo video analizzeremo l’andamento dei mercati e far questo è importante avere una panoramica dell’economia mondiale e in particolar modo quella americana in questo delicato momento storico.1:10 Per tutti il 2020 è stato un periodo di recessione, c’è stato chi ha reagito meglio e chi peggio. L’economia si è contratta, ma non è accaduto quello che accade solitamente quando avviene questo fenomeno.2:23 Analizziamo l’andamento della disoccupazione negli Stati Uniti da inizio pandemia ad oggi attraverso dei dati mostrati da alcuni grafici.3:39 Un altro grafico interessante è quello che ritrae i posti di lavoro perduti in tutte le recessioni e il tempo stimato richiesto per recuperare il crollo. Vediamo insieme cosa emerge.5:02 Aspetto molto interessante è il tema dell’aiuto economico da parte della FED e Ministero del tesoro americano ai cittadini americani. Vediamo in passato questi aiuti dove sono stati indirizzati, e soprattutto il cambiamento con oggi. Anche attraverso i dati possiamo notare una differenza sostanziosa.6:36 Abbiamo visto che molti di questi aiuti sono stati destinati direttamente alle famiglie. Analizziamo anche il tasso di risparmio dei cittadini americani a questo punto.8:34 Questa recessione, quindi, è stata gestita in modo differente dal “normale”, si è pensato per la prima volta ad aiutare direttamente per posta gli americani, aumentando il tasso di risparmio.9:25 Dove è andato però questo denaro in più degli americani? Charlie Bilello ha creato un sondaggio con annesso grafico che ci fa vedere la maggior parte dell’aiuto economico, di quegli americani che hanno votato, dove sono andati a finire.10:31 É stato magari un esperimento di reddito universale? Sappiamo che sia a livello di aiuti economici e soprattutto a livello sanitario gli Stati Uniti sono differenti dall’Italia. Questo “reddito di cittadinanza” americano ha avuto un buon esito?11:32 Questo è uno dei motivi per il quale il mercato non è crollato e sembra non avere dei segnali di crollo al momento.#pianofinanziario #investimento #mercatifinanziari======================================================================Iscriviti al Canale qui: http://bit.ly/2FB17DaVisita il sito: http://www.pianofinanziario.itIscriviti alla Community: https://www.facebook.com/groups/gpinvestcommunity/Ascolta il Podcast: https://itunes.apple.com/us/podcast/gpshow/id1192131332?mt=2======================================================================Le presenti informazioni sono state redatte con la massima perizia possibile in ragione dello stato dell’arte delle conoscenze e delle tecnologie. Il presente documento non è da considerarsi esaustivo ma ha solo scopi informativi. La pubblicazione del presente documento non costituisce attività di sollecitazione del pubblico risparmio. Le informazioni ed ogni altro parere resi nel presente documento sono riferiti alla data di redazione del medesimo e possono essere soggetti a modifiche. GPInvest s.r.l attraverso il marchio Piano Finanziario non deve essere ritenuta responsabile per eventuali danni, derivanti anche da imprecisioni e/oerrori, che possano derivare all’utente e/o a terzi dall’uso dei dati contenuti nel presente documento. GPInvest s.r.l attraverso il marchio Piano Finanziario non assume responsabilità in merito al trattamento fiscale degli strumenti illustrati. I pareri espressi prescindono da qualsiasi valutazione del profilo di rischio e/o di adeguatezza e sono da intendersi come “Ricerche in Materia di Investimenti” ai sensi dell’art. 27 del Regolamento congiunto Consob e Banca Italia del 29 ottobre 2007 redatte a titolo esclusivamente informativo e non costituiscono in alcun modo prestazione di un servizio di consulenza in materia di investimenti, il quale richiede obbligatoriamente un’analisi delle esigenze finanziarie e del profilo di rischio specifici del singolo utente/cliente, né costituiscono un servizio di sollecitazione in genere all’investimento in strumenti finanziari. Nel caso in cui l’utente intenda effettuare qualsiasi operazione è opportuno che non basi le sue scelte esclusivamente sulle informazioni indicate nel presente documento, ma dovrà considerare la rilevanza delle informazioni ai fini delle proprie decisioni, alla luce dei propri obiettivi di investimento, della propria esperienza, delle proprie risorse finanziarie e operative e di qualsiasi altra circostanza.

I rendimenti annualizzati di Bitcoin hanno eclissato tutte le altre classi di attività con un ampio margine. Negli ultimi dieci anni, Bitcoin ha battuto tutte le classi di attività di almeno un fattore 10. Il traguardo è stato notato dal CEO e fondatore di Compound Capital Advisors, Charlie Bilello, che ha compilato le performance delle principali asset class utilizzando i dati di Ycharts. Rispondendo ai risultati, il ricercatore di Messari Roberto Talamas ha sottolineato che Bitcoin ha prodotto un rendimento annualizzato del 230% in media, oltre 10 volte superiore alla classe di asset di seconda classificata.--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/bitcoin-informa/support

I rendimenti annualizzati di Bitcoin hanno eclissato tutte le altre classi di attività con un ampio margine. Negli ultimi dieci anni, Bitcoin ha battuto tutte le classi di attività di almeno un fattore 10. Il traguardo è stato notato dal CEO e fondatore di Compound Capital Advisors, Charlie Bilello, che ha compilato le performance delle principali asset class utilizzando i dati di Ycharts. Rispondendo ai risultati, il ricercatore di Messari Roberto Talamas ha sottolineato che Bitcoin ha prodotto un rendimento annualizzato del 230% in media, oltre 10 volte superiore alla classe di asset di seconda classificata. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/bitcoin-informa/support

1. “The Cathie Wood Report” by the Rotation Report [[link]] 2. Tweet from MacroCharts https://twitter.com/MacroCharts/status/1362008897100382212 3. Tweet from Ian McMillan https://twitter.com/the_chart_life/status/1362016287954731011 4. Tweet from Ryan Detrick https://twitter.com/RyanDetrick/status/1362865838974504961 5. Weekly research note from Charlie Bilello of Compound Advisors https://compoundadvisors.com/2021/6-chart-saturday-2-20-21 6. Tweet from Barbarian Capital https://twitter.com/BarbarianCap/status/1363157431245758464 7. An interesting view point of the “bubble” talk in the markets - https://avc.com/2021/02/how-this-ends/ Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

This is the first social media bear market Guest: Charlie Bilello, Founder and CEO at Compound Capital Advisors howardlindzon.com compoundadvisors.com Twitter: @howardlindzon, @charliebilello

In trading, the highs are high, and the lows are low. But when you get into a groove, it’s magic. On this week’s episode of Limit Up! we’re talking to Gary S. Morrow, an independent registered investment advisor and contributor to the trading advice blog, This Week on Wall Street. After a great run on the trading floor of the Chicago Mercantile Exchange, Gary decided to take his career in a new direction. He talks to Jeff about the transition from the high stress floor to working as a writer and advisor. Gary also gives advice on how to sort through the noise of information overload to make the best trades.Later, Jeff and Gary reminisce about the golden days of trading in the 80s, as well as have a good laugh at some of their shenanigans on the floor. Tune in for a fun conversation and get this week’s MARKet Reaction.[00:55] - This week: Gary Morrow, President of Yosemite Asset Management[02:09] - MARKet Reaction with Mark Meadows[03:32] - Jeff Carter interview with Gary Morrow[04:06] - Points and Figures [04:09] - Jeff Carter on Twitter [05:51] - How Gary started as a currency trader on the floor in Chicago[09:56] - Preparing for the stress of trading before entering the pit[15:08] - Why Gary quit trading[18:25] - Transitioning from the floor to the screen[21:17] - Technical analysis tools for momentum, sentiment , & price action[23:55] - Gary's partners Bob von Halle and Doug McKay[27:03] - Criteria for approaching new markets[29:28] - Russell vs TWM[31:00] - This Week On Wall Street [31:04] - Gary on Twitter[31:15] - Gary on LinkedIn[32:01] - Charlie Bilello on Twitter[32:16] - Ryan Detrick on Twitter[32:39] - Tamping the noise[35:04] - Stories of fearlessness from the crash of '87Gary S. Morrow is an independent registered investment advisor in San Luis Obispo, CA. He manages individual accounts through Charles Schwab and TD Ameritrade Institutional. Prior to becoming an RIA, Morrow spent 12 years on the floor of the Chicago Mercantile Exchange trading foreign currency and interest rate futures. He currently writes for This Week on Wall Street. This episode of Limit Up! is hosted by Jeff Carter. Jeff is a general partner at West Loop Ventures. In April of 2007, he co-founded Hyde Park Angels and spearheaded the growth and development of one of the most active angel groups in the United States. He has consulted on the startup of several other angel groups. He is a former independent trader and member of the CME Board of Directors and was part of a small group that transformed CME from an open outcry exchange to the largest electronic exchange in the world. In 1998, CME was worth $182,134,000 in membership enterprise value. Today it’s worth $55 Billion.If you'd like to receive new episodes as they're published, please subscribe to Limit up! in Apple Podcasts, Google Podcasts, Spotify or wherever you get your podcasts. If you enjoyed this episode, please consider leaving a review in Apple Podcasts. It really helps others find the show.This podcast episode was produced by Dante32.

Episode 141 has a radio show format. We cover tweets of the month from Meb as well as listener Q&A. For Tweets of the Month, a few topics we cover include: A tweet from Charlie Bilello covering the range of equity returns over the past 11 years, from the U.S. +135% to Russia -48%. Norbert Kiemling’s tweet about his team’s updated data that shows 34 of 40 countries with negative 52 week momentum. Jason Zweig’s article on tax bills for mutual fund investors. We then get into listener Q&A, a few questions we touch on include: How can I find a good mentor in this field? How can I build a network without Ivy League or Silicon Valley connections? What knowledge, skills, degrees, certifications are most important and how do you recommend I obtain those skills?  There’s this and plenty more in episode 141.

Simon Shares Stor-age (JSE code: SSS) results were totally solid and in a very niche property space that is doing very well. When they listed a few people recommended them to me and I wasn't convinced. Well I was wrong. Sasol* (JSE code: SOL) was one of the first stocks I ever bought and my longest holding in my 'til death do us part' portfolio having first bought it around 1994. A few years ago I gave serious thought to exiting, but held on albeit deciding not to add any more to my portfolio. But I have been thinking and digging and frankly it is a change company and looking good. The Lake Charles project has been a mess in terms of cost over runs, but it is now nearing completion and that means two important points. Firstly, no more spend on the development and secondly in a few years the profits will start to flow from the project (even if they're not as great as promised). So I am starting to buy again, however my usual pricing methodology doesn't work here for two reasons. Massively cyclical always breaks my method and Lake Charles changes things. So asking around the view seems to be that HEPS of some R60 is possible for 2021 and if we apply the average PE of 9.3 that equals a price of R558, so that's my fair value and I am happy to buy at the current R488. Help, I've lost money! OUTstanding Money: Types of savings * I hold ungeared positions. I don't own offshore In the last few weeks a number of people have asked me about what offshore shares I own. The answer is simple, none. I do own a small holding in VOO which I bought in 2002 with some offshore money I earned, but that's it. Here's the thing, I know a lot about the local market and a little about even the smallest shares on the JSE. I have spent literally decades investing and trading on the JSE and hence decades building my knowledge of our market. Further it certainly helps that it is a small market, so it makes life easier and let's not forget that watching and studying the JSE is in part my job. But as soon as I step offshore the size and complexity of the market is frankly over whelming. The NYSE has three times more ETFs then the JSE has stocks. Globally there are some 100,000 stocks. How does one select which are the best of the best? This is more than a full time job, this is a full time job for a full sized team. Chatting to somebody recently they mentioned they wanted to buy Honda. I have no idea if it is a good stock or not. But what of the other US motor companies (Fiat Chrysler, Ford, General Motors, Tesla, Toyota) and then what of those listed in Europe where there are even more listed? Does Japan have any listed? Suddenly you have to be an expert on dozens of motor stocks to decide if the one you want is the out and out global winner. Now I know the response. In the above example we don't have a single motor company we can invest in. Our Tech stocks are frankly wildly boring and disappointing, Naspers (JSE code: NPN) the exception, a lucky exception. Our market is small in more than just number of stocks, it is also small in terms of industries. But we can buy a tech ETF, and yes we can't buy a motor company ETF. But I am comfortable with that because frankly the risk is I buy the wrong motor company anyway. Am I being lazy? Maybe. Or maybe I am being realistic abut my abilities and time available to become an expert. These days I get offshore exposure via dual listed and global companies and locally listed offshore ETFs, keeping it nice and simple. Another issue with offshore is costs, it is a lot cheaper investing offshore then it has ever been for South Africans. But it is still not cheap and with offshore assets you now also need a second will in the country in which those assets are held. More costs and more complexity. Here's a random stat to show how little we know. Google (Alphabet) and Dominos Pizza both listed in 2004. Which has a better return since listing? Two revolutionary companies went public in the summer of 2004. These are their returns... Google (Alphabet): +2,020% Domino's Pizza: +3,607% pic.twitter.com/SOtqOHjM4a — Charlie Bilello (@charliebilello) May 29, 2018    

This week on the podcast we have Charlie Bilello, Chartered Market Technician and Director of Research at Pension Partners, LLC. Charlie is someone many of us consider to be a deep thinker. The former Charles Dow Award winner is well known for busting stock market myths made popular by members of the media and other types of people who do not even participate in markets. In this episode we discuss why news consumption tends to do more harm than good, what some of the alternatives are and why it is a good idea to follow market behavior, instead of people's opinions. We get into the current market environment and discuss the current sentiment and price action in Gold, Bitcoin and US Equities. Charlie is one of the ones I knew I wanted to have on this podcast early on, so I'm thrilled that he was able to join us for a full hour. This is a must listen to conversation from someone who I have a ton of respect for! Click here to see all of the Charts mentioned in this episode  

This week on the podcast we have Charlie Bilello, Chartered Market Technician and Director of Research at Pension Partners, LLC. Charlie is someone many of us consider to be a deep thinker. The former Charles Dow Award winner is well known for busting stock market myths made popular by members of the media and other types of people who do not participate in markets. In this episode we discuss why news consumption tends to do more harm than good, what some of the alternatives are and why it is a good idea to follow market behavior, instead of people's opinions. We get into the current market environment and discuss the current sentiment and price action in Gold, Bitcoin and US Equities. Charlie is one of the ones I knew I wanted to have on this podcast early on, so I'm thrilled that he was able to join us for a full hour. This is a must listen to conversation from someone who I have a ton of respect for!

On this podcast, Charlie Bilello from Pension Partners comes on to discuss some of their recent research on the equity markets, volatility and how to position gold in a portfolio.   Tags: The Resilient Advisor, Resilient Advisor, Jay Coulter

Stocktoberfest 2016 took place from October 13 - 15, 2016 at the iconic Hotel del Coronado, Coronado, CA. Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees. This year's theme of the show was “Why it's never been a better time to be an active investor.” In this recording, Chris Kimble, JC Parets and Charlie Bilello talk about StockTwits Community favorties - chart art!

Stocktoberfest 2016 took place from October 13 - 15, 2016 at the iconic Hotel del Coronado, Coronado, CA. Stocktoberfest is the year’s premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees. This year’s theme of the show was “Why it’s never been a better time to be an active investor.” In this recording, Chris Kimble, JC Parets and Charlie Bilello talk about StockTwits Community favorties - chart art!

Listen to this summary of  interviews with Charlie Bilello and MIke Williams.

Listen to Charlie Bilello of PensionPartners tell about their two award winning papers, addressing the predictive power of the Utilities Sector and of Treasuries.  These are very interesting findings that anyone interested in equity investing should find to be of significant worth.