<p>A portfolio is not only stocks, bonds, and ETFs. Michelle and Vox use recent AI labor risk, software-stock pressure, and rising home-insurance costs to explain why salary, home equity, and future bills can quietly change the right investment mix.</p>

A portfolio is not only stocks, bonds, and ETFs. Michelle and Vox use recent AI labor risk, software-stock pressure, and rising home-insurance costs to explain why salary, home equity, and future bills can quietly change the right investment mix.

S1E179 - When Your Paycheck Is Already in the Portfolio

Thinking in Markets focuses on the structure behind global markets — time, liquidity, and the interaction between futures and cash sessions. From macro instruments like rates and FX to equities across Asia, Europe, and the U.S., each episode turns complex systems into simple, durable frameworks.

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S1E179 - When Your Paycheck Is Already in the Portfolio

S1E179 - When Your Paycheck Is Already in the Portfolio