Losing It All

Josh and Michael were joined by Paul Hickey, co-founder of Bespoke Investment Group, and Gunjan Banerji, lead writer for The Wall Street Journal's live markets coverage. They discussed Nvidia earnings, the rise in risky ETFs, why you should ignore politics when investing, and what it’s like to lose it all. (Listen)

• Finding Small Cap Diamonds in the Rough | Talk Your Book (Listen)

• Here’s What Happens After the First Rate Cut | What Are Your Thoughts? (Listen)

• What is Wealth? | Animal Spirits (Listen)

• Using Valuations to Time the Market | Ask the Compound (Listen)

• The Rise of Risky ETFs | The Compound and Friends (Listen)

• Everybody Hates Higher Mortgage Rates! | Jill on Money (Listen)

Michael Batnick, writing at The Irrelevant Investor, discussed how the different generations talk about each other and how these patterns repeat over time.

Seemingly, no one is happy with the housing market in the U.S. The situation looks even worse when you layer on the growing problem of housing insurance in hard-hit states like California and Florida. The bigger question is whether house values should reflect this uncertainty. Prior TCAF guest Kyla Scanlon writes.

Summer is rapidly coming to an end, but that doesn’t mean you can’t use a one-of-a-kind finance-themed Hawaiian shirt. It is a collab between The Compound and Tropical Bros. The best thing is that 10% of all sales will be donated to No Kid Hungry. You can also use the promo code Labor25 for a limited time to get an additional discount.

Next week, Josh and Michael will be joined by Jill Schlesinger of Jill on Money fame, and returning guest Tony Dwyer, Market Strategist at Canaccord Genuity.

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