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This week on TCAF, Josh and Michael were joined by returning guest Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners. They discussed why talk of the AI bubble is overblown, inflation expectations, the housing market, and the pros and cons of Thanksgiving food. (Listen)

• Staking Your Crypto For Yield | Talk Your Book (Listen)

• The Flying Car Moment is Now Months Away | Live From the Compound (Listen)

• Rolling 2020’s Stock Market | What Are Your Thoughts? (Listen)

• Wait, Are We in a Recession??? | Animal Spirits (Listen)

• How Does the Four-Year Rule Work? | Ask the Compound (Listen)

• Why Oil Could Be Next Year’s Gold | The Compound and Friends (Listen)

• The State of the Housing Market | Talk Your Book (Listen)

Michael Batnick spoke with Jeff Ptak, Managing Director at Morningstar and author of the Basis Pointing newsletter, about the surge in income-oriented investment vehicles - from covered-call ETFs and bond ladders to private-credit funds and interval structures. They break down why this trend has accelerated, what problem these products are trying to solve.

The Animal Spirits Fall Mug is here! Ben may not drink coffee, but you can with one of these new mugs. Remember, you can always check out all our cool merch at idontshop.com.

This week on TCAF, Josh and Michael will be joined by Vlad Tenev, co-founder and CEO of Robinhood.

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