Join Joe Consorti as he sits down with Caleb Franzen, founder of Cubic Analytics, for an in-depth discussion on the current state of the stock market, Bitcoin, and the US economy. Caleb shares his perspective on why the market's top performers should be celebrated, the importance of data-driven analysis, and how to navigate the current bull market. Topics covered include:
• The resilience of the US economy and labor market
• The role of the Federal Reserve and monetary policy
• The importance of credit spreads and M2 money supply
• Why being adaptable is crucial for successful investing
• Insights into Caleb's approach and the story behind Cubic Analytics
Whether you're a seasoned investor or just getting started, this conversation offers valuable insights into today's complex financial landscape.
0:00 Introduction and welcome
0:52 Current state of the stock market and "MVPs"
4:16 Discussion on M2 money supply
8:34 Where analysts often get market analysis wrong
12:45 Overcoming contrarian investing mindset
19:11 Analysis of labor market trends
28:57 Credit spreads and their importance
36:09 The relationship between M2 and asset prices
42:47 Focusing on actionable data for investing
46:25 The story behind Cubic Analytics
49:44 Closing thoughts and wrap-up
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