I joined Jess Bost, CFP® & Snarky CFP® on their awesome new podcast "How Did We Get Here?" Listen here to learn about how I birthed goats at farm school, came from a crazy family of 10 and ended up as a macro financial advisor. podcasts.apple.com/us/podcast/9-h…

I promise, this is a great conversation. Cullen is not a comedian, he's quite serious about his work - but maybe he should be.

Damn. Pete Rose and Dikembe Mutombo in the same day. Sad day in the sports world. The journey’s a short one. Make it the best you can.

You guys watched a VP debate when you could have been watching the San Diego Padres put on a baseball clinic?

If you put these stickers on your products you should go to jail for life.

Very good jobs report. Big takeaway: stronger than expected economy means Fed will cut 25 bps at Nov/Dec meetings and then pause. This pushes out the pace of cuts and increases odds of fewer cuts than expected.

Pension funds have an inherent asset:liability mismatch because they're investing assets for the long-term, but have short-term outflows to pensioners. It would never be appropriate IMO to benchmark a pension fund to the S&P 500, which is an inherently long-term instrument,

I’m winless against these damn things.

The spread between the US and European CAPE ratio is back to all-time highs.

Big takeaway from the CPI: Disinflation is still becoming entrenched. It was a touch above expectations, but nothing to panic about. I've been saying this for over a year, but outside of a commodity boom it's hard to see how inflation surges again because the shelter

KKGB Kitty Eh, flat year over year. I'm not too worried about what they're saying. :-)