Rebecca Hotsko chats with Alfonso Peccatiello. In this episode, they discuss what conventional monetary policy vs unconventional monetary policy is, why the Fed uses unconventional policies like quantitative easing (QE), what QE is, how it works, how QE impacts the stock market and asset prices, what happens to asset prices when the Fed starts quantitative tightening, what is driving the recent strength in the US dollar, how a stronger dollar impacts corporate earnings and profits, and so much more!

Rebecca Hotsko chats with Lance Roberts. In this episode, they discuss how to interpret different stock valuation metrics such as P/E ratio, how the Shiller CAPE ratio and Buffett indicator are used as warning signs that the market is overvalued, where these indicators are sitting today, what this means for the outlook of stock returns going forward, why Lance thinks bonds are a good investment right now, and so much more!