Best Ivan Illan Podcasts (2024)

1
CA Senator Josh Newman & Ivan Illan on The Conversation w/ Bruce Cook (Radio Replay) 27:36

27d ago27:36

27:36

Founder & CIO at AWAIM, Ivan Illan, joins California Senator Josh Newman on The Conversation with Bruce Cook discussing the condition of California's and the U.S. economy including jobs, deficits, and education. (Original Air Date: October 13, 2024 at 6PM PT on AM830 KLAA) For more information, please visit: https://www.alignewealth.com/ Copyright …

1
Same Economic Outcomes Decades Apart: 1970s & 2020s 15:14

2M ago15:14

15:14

In preparing for my September 2024 Forbes article, I stumbled upon a shocking set of nearly identical, devastating economic statistics regarding the U.S. economy. Graphs and data referenced in this episode comparing the periods of 1975 to 1980 versus 2019 to 2024 can be found at: https://www.alignewealth.com/blog/research-highlights-09-04-2024 For …

1
Are Stocks Cheap Yet? Refer To The Cyclically Adjusted Earnings Yield For Perspective 10:22

3M ago10:22

10:22

As discussed in detail last summer (see Research Highlights and Forbes article), comparing the Earnings Yield on stocks (using the S&P 500 Cyclically Adjusted Earnings Yield [CAEY]) to the Risk-Free Yields on U.S. Treasury Bonds can have an elucidating effect on an investor's favor towards equities or away from them. Recall that Earnings Yield is e…

1
High Yield or Small Caps, Which Market Is Assessing Forward-Looking Risk Better? 12:50

4M ago12:50

12:50

In this month's episode, Ivan Illan, Founder & CIO at AWAIM®, explores the dichotomy of two segments of the capital markets - U.S. high yield bonds and U.S. small cap stocks. Both of these segments are predominantly charaterized by below investment grade credit ratings and typically demonstrate high price correlations. However, the past few years h…

1
Is The A.I. Bubble Bursting? 11:20

5M ago11:20

11:20

The past few days have been hard on A.I. stocks, which until now have been driven higher and higher by the widespread A.I. euphoria. In this episode, I discuss a recent Working Paper (published May 2024) from the National Bureau of Economic Research that shares a more modest projection on the impact of A.I. in total factor productivity over the nex…

1
Implications For Protracted Yield Curve Inversion 15:45

6M ago15:45

15:45

For roughly two years, the U.S. economy has been undermined by a challenging dynamic - a yield curve inversion. Not to be ignored, when short-term interest rates are much higher that long-term interest rates, investor and lender behavior modulates accordingly. If this dynamic persists too long, unintended consequences become manifest across marketp…

1
Buffett Indicator As Applied to Specific Sectors 12:01

7M ago12:01

12:01

The Buffett Indicator (or Ratio) is a simple formula often referenced by famed investor Warren Buffett. It's simply, Total U.S. Stock Market Capitalization / U.S. GDP. The idea is basically higher ratios infer overvalued markets, while lower ratios may indicate stocks are broadly undervalued. Currently, this ratio stands at 186%. However, what if y…

1
Credit Card Delinquency & Debt Jumps Higher 11:13

8M ago11:13

11:13

Ivan Illan, Founder & Chief Investment Officer at AWAIM® shares a conversational-style review of a recent research highlight published on the firm's website discussing U.S. credit card delinquency and other correlated metrics such as household savings, debt levels, and interest rate on credit cards. This discussion focuses on the confluence of thes…

1
US Output Gap Is Way Too High 13:52

9M ago13:52

13:52

In this episode, Founder & CIO, Ivan Illan discusses the myriad issues around having a significantly positive US Output Gap - an important economic metric that reveals underlying inflationary pressures in an economy. For more information, charts and other details related to this episode, please visit: https://www.alignewealth.com/blog/research-high…

1
Guest Appearance on "The Conversation with Bruce Cook" - January 7, 2024 27:30

10M ago27:30

27:30

REPLAY: On-Air Live interview of Ivan Illan on AM830 from "The Bruce Cook Conversation" orignally broadcast on Sunday, January 7, 2024 at 6PM PST. Ivan and Bruce chat about various economic issues impacting folks today from interest rates and taxes to debt and the upcoming election. Wide scope of topics covered and additional commentary on domestic…

1
What Risks Are Lurking In 2024? 18:05

11M ago18:05

18:05

In this final episode for 2023, bestselling Dummies author, Forbes Finance Council member, Founder & CIO Ivan Illan, shares some preliminary insights as to what may play out during 2024 for both stock and bond markets globally. He highlights the period beginning March 2022, which coincides with the Federal Reserve's initiating a restrictive U.S. mo…

1
REPLAY: Ivan's On-Air Interview - The Conversation with Bruce Cook on KLAA AM830 22:23

12M ago22:23

22:23

Original Air Date: Sunday, November 19, 2023 at 6:30PM PST Listen to the replay from the on-air interview of Founder & Chief Investment Officer Ivan Illan conducted by The Conversation's Host Bruce Cook. Ivan returns to the show answering a wide variety of questions about the US economy, upcoming elections, inflation, and the Federal Reserve. https…

1
Fed Funds Rate Much Higher For Much Longer 13:15

1y ago13:15

13:15

This episode includes references to data shared in Ivan's upcoming Forbes.com article tentatively entitled, "For Decades Fed Funds Remained Higher Than The Inflation Rate, May Be Once Again". Citing nearly 50 years of historical averages regarding the Effective Federal Funds Rate, 30 Year Mortgage Rate, 10-2 Year US Treasury Spread, and the 10 Year…

1
The Paradox of Flattening Yield Curves 11:04

1y ago11:04

11:04

A more casual companion piece to Ivan's article published in Forbes on October 19, 2023, entitled "What A Flattening Yield Curve Means For Future Fiscal Fitness" Discussion on the importance of understanding the segment of the yield curve to which an investor has exposure. Also, a review of the basics on the time value of money - a related concept …

1
Disruptive Technology and Its Economic Impact 12:24

1y ago12:24

12:24

In this episode Ivan cites recent PMI declines, while reframing the data that often minimizes the manufacturing sector's share of and relevance to the U.S. economy. A discussion follows on how nominal GDP data is referenced routinely, instead of real GDP. The conclusion is surprising to many - even finance professionals - regarding the enduring sig…

1
US Debt Downgrade Is Not A Big Surprise. 10:29

1+ y ago10:29

10:29

In this episode I talk about the recent US government debt downgrade by Fitch, why it happened, why it's not a big surprise, and what it might mean for everyone going forward. © 2023 Ivan Illan, AWAIM®By Ivan Illan

1
Ivan Illan & Bruce Cook - On-Air Live (Replay) 28:48

1+ y ago28:48

28:48

In this episode, Ivan Illan rejoined Bruce Cook on The Bruce Cook Conversation, which was broadcast live on-air throughout Southern California and live streamed on KLAA AM 830 Angels Radio on Sunday, July 9, 2023 at 6PM PT. As a returning show guest, Ivan offered new perspectives and insights to many questions that Bruce presented regarding the sta…

1
Bad Breadth 12:47

1+ y ago12:47

12:47

If you're wondering why your investment portfolio seems to be lagging the S&P 500 Index so far this year, it's because the market has bad breadth. Bad (or, in this case meaning, very narrow) market breadth illustrates that only a very few minority of companies are responsible for the majority of the return seen in the index. In this episode, I shar…

1
Talking Economics With Bruce Cook 22:13

1+ y ago22:13

22:13

Yesterday (Mother's Day), I returned as a half-hour guest on Bruce Cook Conversations on AM830 Angels Radio. This podcast contains the full interview replay which was broadcast live throughout Southern California on Sunday, May 14, 2023 at 6:30PM PT. Topics covered included Bruce's rapid fire questions on the state of the U.S. economy, debt ceiling…

1
There Are Only Two Ways To Destroy Capital 12:59

1+ y ago12:59

12:59

Don't be alarmed by the harse tone of this episode. A contractionary phase in the monetary cycle is a difficult and challenging one for labor, real estate, and capital markets. After years of expanding the monetary base, which had led to misallocations of inexpensive capital, those funds must be now eviscerated. Ivan explains the only two ways that…

1
Where's the Risk?! 13:22

1+ y ago13:22

13:22

Remember that ad campiagn in the 1980's, "Where's the Beef?!"... In this episode, Ivan exclaims, "Where's the Risk?!", in reference to the seemingly non-existent level of risk in the lower-end spectrum of investment grade bonds. Referencing data shared in AWAIM's latest research highlight, Ivan shares how the OAS-to-Yield Ratio may reveal another p…

1
Powell's Pummeling 8:58

1+ y ago8:58

8:58

This episode contains unscripted comments on the perceived burgeoning "banking crisis" and Fed Chair Powell's Congressional testimony that occurred earlier this week. © 2023, Ivan M. IllánBy Ivan Illan

1
Federal Reserve Bank Bankrupt 11:06

2y ago11:06

11:06

The U.S. Federal Reserve Bank is technically insolvent (or bankrupt in layman's terms). Of course, as "buyer of last resort", the U.S. Treasury would not allow the Fed to cease operations legally. Instead, the Fed maintains operations in the red (booking losses in the form of a "deferred asset") until such time it makes money again when it can once…

1
Higher Interest Rates = Higher Stock Volatility 6:06

6+ y ago6:06

6:06

Get ready for more stock market volatility, as the Federal Reserve and other central banks around the world implement tightening monetary policy.By Ivan Illan

Podcasts Worth a Listen

Ivan Illan Podcasts

Podcasts Worth a Listen

1
Deep Economic Thoughts

Ivan Illan

1
CA Senator Josh Newman & Ivan Illan on The Conversation w/ Bruce Cook (Radio Replay) 27:36

1
Same Economic Outcomes Decades Apart: 1970s & 2020s 15:14

1
Are Stocks Cheap Yet? Refer To The Cyclically Adjusted Earnings Yield For Perspective 10:22

1
High Yield or Small Caps, Which Market Is Assessing Forward-Looking Risk Better? 12:50

1
Is The A.I. Bubble Bursting? 11:20

1
Implications For Protracted Yield Curve Inversion 15:45

1
Buffett Indicator As Applied to Specific Sectors 12:01

1
Credit Card Delinquency & Debt Jumps Higher 11:13

1
US Output Gap Is Way Too High 13:52

1
Guest Appearance on "The Conversation with Bruce Cook" - January 7, 2024 27:30

1
What Risks Are Lurking In 2024? 18:05

1
REPLAY: Ivan's On-Air Interview - The Conversation with Bruce Cook on KLAA AM830 22:23

1
Fed Funds Rate Much Higher For Much Longer 13:15

1
The Paradox of Flattening Yield Curves 11:04

1
Disruptive Technology and Its Economic Impact 12:24

1
US Debt Downgrade Is Not A Big Surprise. 10:29

1
Ivan Illan & Bruce Cook - On-Air Live (Replay) 28:48

1
Bad Breadth 12:47

1
Talking Economics With Bruce Cook 22:13

1
There Are Only Two Ways To Destroy Capital 12:59

1
Where's the Risk?! 13:22

1
Powell's Pummeling 8:58

1
Federal Reserve Bank Bankrupt 11:06

1
Higher Interest Rates = Higher Stock Volatility 6:06

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