Deep Economic Thoughts

<p>Ivan Illan, Founder & Chief Investment Officer, discusses the historical relationship dynamic demonstrated by a falling US Dollar value and the resulting impact on U.S. and non-U.S. stock markets. Specifically, he...

<p>Ivan Illan, Founder & Chief Investment Officer, AWAIM was a special guest for the full hour on The Bruce Cook Conversation. Ivan discussed all things economics with Bruce. This is the first segment of four from that...

<p>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.</p>...

<p>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.</p> <p>Graphs and data referenced in this episode...

<p>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...

<p>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...

<p>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...

<p >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...

<p>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...

<p>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...

<p>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...

<p>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.</p> <p>Ivan and Bruce chat about various economic issues impacting...

<p>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...

<p>Original Air Date: Sunday, November 19, 2023 at 6:30PM PST</p> <p>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...

<p>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...