
Hosted by Grant Bledsoe · EN

In this episode of Grow Money Business Grant reviews how the markets have handled the new fed chairman's comments about decreased transparency and commitment to fighting inflation. He reviews how interest rates have adjusted to Warsh's comments, the impact on mortgage rates, and how investors should be sure to monitor the duration of their bond portfolios as a result. He also reviews an article about potential long term stock returns, and why most investors need some bonds in their portfolios at all. Resources: https://behindthebalancesheet.substack.com/p/what-125-years-of-data-really-tell

This week on the podcast Grant and Sean discuss the SpaceX IPO, the recent supreme court ruling that President Trump cannot fire Fed Governor Lisa Cook for cause, the impacts on incoming Chairman Warsh, and Microstrategy's current bitcoin position. We also review and article about rising margin debt from the Wall Street Journal, and interesting moves in the dollar, oil, and gold. RESOURCES: The Trillion-Dollar Borrowing Binge Lifting the Stock Market to Risky Heights wsj.com/finance/stocks/the-trillion-dollar-borrowing-binge-lifting-the-stock-market-to-risky-heights-8d0377f9

In this episode of Grow Money Business Grant and Sean the upcoming SpaceX and OpenAI IPOs and whether the stock indexes should include them on day one of trading. They also cover whether they'll be opening Trump accounts for their kids, and whether stocks are still compelling given that the earnings yield is creeping lower. Resources: The Risk Premium for Holding Stocks Over Bonds Is Vanishing wsj.com/finance/stocks/the-risk-premium-for-holding-stocks-over-bonds-is-vanishing-95be5b9d?st=xZLd9G&reflink=desktopwebshare_permalink

In this episode of Grow Money Business Grant and Sean discuss the disconnect between the feeling like everything is going up in price even though market values are climbing too. They also review the gold/oil trade, their thoughts on prediction markets, and an article about index funds are handling the upcoming SpaceX and OpenAI IPOs. RESOURCES: Stock Indexes Are Contorting Themselves to Include SpaceX and OpenAI wsj.com/finance/stocks/stock-indexes-are-contorting-themselves-to-include-spacex-and-openai-92136b13

Grant and Sean review a number of topics in today's episode of Grow Money Business, including whether you should file early for Social Security given that the trust is projected to be depleted sometime in 2033. They also review the lifetime exclusion amount for estate taxes, what they think the price of oil will be in 12 months, and how the geopolitical climate will impact portfolios. Resources: Polymarket, Kalshi Take On Insider Trading as Scrutiny Grows bloomberg.com/news/articles/2026-03-23/polymarket-implements-new-insider-trading-rules-after-scrutiny Polymarket Says It Predicts the Truth. Its Social Feeds Are Filled With Falsehoods. nytimes.com/2026/03/20/technology/polymarket-social-feeds-falsehoods.html

Sean Barter rejoins the show in this episode of Grow Money Business for another spirited debate on the capital markets. Sean and Grant take turns arguing whether bitcoin will end the year above or below $85,000, whether we'll see a 15% correction in the S&P 500 this year, whether the Fed will cut rates twice this year, and whether the easy money has already been made in the AI trade. We also review an article covering the redemption pause at private credit manager Blue Owl Capital. RESOURCES: Blue Owl halts redemptions at one of its funds, deepening selloff in private equity shares By Isla Binnie reuters.com/business/blue-owl-sells-14-bln-debt-funds-pension-insurance-investors-2026-02-18/

Grant's colleague Sean Barter joins the show this week to discuss the markets. They flip a coin to argue for & against whether the Mag 7 stocks finish higher or lower on the year, whether mortgage rates are going up or down, whether you should hold gold in your portfolio, and whether we're entering a stock picker's market. We also cover the month in the markets and an article from Morningstar about high yield debt. RESOURCES: Why There Is a Lot Less Junk In the High-Yield Bond Market morningstar.com/bonds/why-there-is-lot-less-junk-high-yield-bond-market

In this episode of Grow Money Business we review what happened in the markets in 2025, focusing on gold, U.S. and non-U.S. stocks, and what to expect going forward RESOURCES: Understanding Gold – Hedge, Diversifier, or Overpriced Insurance? quantpedia.com/understanding-gold-hedge-diversifier-or-overpriced-insurance/?a=6080

In this episode of Grow Money Business we take stock of the potential AI bubble, the recent Nvidia earnings call, and the November rout in cryptocurrencies. RESOURCES: Boom, bubble, bust, boom. Why should AI be different? crazystupidtech.com/2025/11/21/boom-bubble-bust-boom-why-should-ai-be-different/

In this episode of Grow Money Business we review the government shutdown and what's holding up an agreement, how that impacts the financial markets, what's happening with gold, and a different perspective on the AI spending race. RESOURCES: The Hilarious World of Estate Planning words.paulollinger.com/p/the-hilarious-world-of-estate-planning