Rebuild Part 3: Re-evaluating the 60/40 portfolio + using trading and volatility to your advantage

Our take on Cramer and SVB + A curious look at Baltic Dry Index

In this episode, we give our take on the 2nd largest bank failure in history and explore how it was predicable and preventable.  We also circle back to the Baltic Dry Index and share why it's important for traders and investors to always be a student of the markets.

Key market levels + Are we in a recession? That's the wrong question...

This month we review both February and March activity in the market covering everything from the major indexes to bitcoin to egg futures.  We'll also deep dive into what we really should be asking about a recession and how we should think about retirement.  Timestamps below: 00:03:09   SP 500 00:05:15   QQQ 00:06:26   DAX 00:08:53   Ishares Bonds 00:12:14    Bitcoin 00:13:41   Gold 00:15:01   Crude Oil, Natural Gas 00:19:37   Eggs 00:20:21   Baltic Dry Index 00:22:09  Are we in a recession? 00:26:36  That's the wrong question, consider this take instead. 00:30:42  Slow growth for companies 00:34:02  Personal wealth deflated 00:43:04  Retirement: Go big or go to work! 00:46:54  Real Estate Purgatory

Rebuild Part 2: How a Global Market Outlook can impact your investment portfolio

In part 2 of this series, we cover everything from inflation to eggs.  In between, we take a deep dive into major global markets to help inspire your 2023 portfolio rebuild.  Timestamps below:    00:00:03   Is inflation dead yet? Not even close.   00:02:01   Inflation Watch: The most important dates for January  00:06:07   Inflation Outlook for next 10 years   00:10:04   Chicken or the Egg?  Definitely the egg.  00:13:11    Milking demand  00:17:15    Europe:  Winter is no longer coming, it's here.  00:23:11   China: A trio of negatives  00:26:15  South America's civil unrest  00:20:47  Africa & the Americas: Green Giants and the Heavy Metals   00:36:19  Don't skip this: Re-educate and Reset  00:40:58  Consider alternative investments

Rebuild Part 3: Re-evaluating the 60/40 portfolio + using trading and volatility to your advantage

In the final part of this series, we turn our attention to the 60/40 portfolio performance from 1930 -2022 and share a better strategy using alternative investments and trading to handle both future volatility and uncertainty.   Timestamps below: 00:00:19   Re-thinking stocks and bonds 00:08:28   60/40 portfolio returns 00:12:14    2022 True Winner: Volatility 00:13:33   2022 Best Strategy: Trading 00:20:09   2022 Sleeper:  College Endowments 00:30:08   Plan your 2023 Strategy

Rebuild Part 1: Growth vs Value - Tips to rebuild that hard-hit portfolio and mindset in 2023

To kick off the New Year, this 3-part series starts with an overview of 2022 market performance, focusing on rebuilding hard-hit portfolio.  We also explore what net worth really means as we measure Elon Musk against Warren Buffet. Timestamps below: 00:03:09  2022 Winners & Losers 00:11:30   Blue Chip Stocks: More of the Same 00:14:03  Tech Stocks: 2022 Weight Loss 00:17:12   Bonds got destroyed, worst of all time 00:20:17  Great Value Tony Stark 00:22:21  Rethinking Net Worth 00:29:50  Buffett vs Crypto 00:36:19  The Crypto Correction