Tariffs, Taxes & Tickers

Ready to Meet You: A Fertility Secret Revealed — Live Q&A

36 years ago, a medical student donated sperm. Today, he’s an internationally recognized fertility doctor. What he didn’t expect? One of those donations led to a child who grew up to become a respected Georgia politician—and who recently discovered the doctor is his biological father. Their story begins with a simple email: "Ready to Meet You." In this emotional and eye-opening episode of Talkenomics, both men join the show live to share their story—and take your questions in real time. Whether you're exploring fertility treatments, IVF, or the personal impact of donor conception, this is your chance to ask anything. Join us on YouTube and Twitter/X and be part of a conversation that redefines what family means today.

Health, Housing, Headache

In this episode of TALKENOMICS, we dive into two of America’s most precarious economic flashpoints. Eric Pachman, Chief Analytics Officer at Bancreek Capital Advisors, reveals why the booming healthcare job market may actually be a dangerous bubble — one the economy can’t afford to burst. Meanwhile, Jenna Stauffer, Global Real Estate Advisor at Sotheby’s International Realty, breaks down the housing gridlock caused by stubborn mortgage rates, sky-high prices, and the "lock-in effect" trapping homeowners. Can the U.S. fix either system without causing more harm? Or are we propping up unsustainable pillars of growth?

Market Warnings 2025: Ticking Time Bomb?

In this episode of Talkenomics, co-hosts Jordan Rizzuto, CIO of GammaRoad Capital Partners, and Tim Pagliara, CIO of CapWealth, sound the alarm on growing cracks in the market—and offer bold solutions. Jordan shares why his data-driven model has gone fully defensive, a move it's made only five times since inception, and why avoiding the worst market days trumps timing the best ones. Meanwhile, Tim dives into the politics and potential of releasing Fannie Mae and Freddie Mac from conservatorship, arguing that an IPO could inject $250 billion into housing solutions nationwide. From ETF signals to the fragility of the 60/40 portfolio, this episode tackles the risks you can’t afford to ignore.

Broken Bonds and Smart Bets

In this episode of TALKENOMICS, we go beyond bonds to explore how investors are navigating a market where traditional diversification is breaking down. With bonds failing to provide the safety net they once did, our guests dive into tactical wealth strategies—from private equity and real estate to defensive assets and dynamic portfolio allocation. Discover how smart money is adapting in an era of portfolio disruption—and what moves might protect and grow your wealth now.

Tariffs, Taxes & Tickers

We delve into the escalating economic challenges facing investors as market volatility intensifies. The OECD has downgraded its U.S. GDP growth forecast for 2025 from 2.2% to 1.6%, citing rising tariffs and policy uncertainty. Trade tensions are straining supply chains and slowing business investment, with inflation expected to hit 4% by year-end. Adding to the unease, JPMorgan Chase CEO Jamie Dimon has warned that soaring debt and deficits could trigger bond market turmoil. This week on TALKENOMICS, David Nelson (Belpointe) and Thomas Hayes (Great Hill Capital) join us to unpack these developments—from taxes and tariffs to market strategy—and offer guidance for navigating today’s turbulent investment climate.