On today’s show, we discuss:
– The stock market vs. the Fed’s balance sheet
– Why expectations matter more than fundamentals in the short-run
– The cruel irony of investing
– How to hedge hyperinflation
– Why no one can claim victory on a soft landing
– Why the US economy is so much bigger than the Eurozone
– Dwight Schrute and the human condition
– Movies are back, and much more!

On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss:
– Knock-on affects of a Bitcoin Spot ETF
– The Grayscale discount
– Bitcoin in Bear Markets vs Bull Markets
– If inflation falling is actually good for crypto, and much more!

On today’s show, we are joined by Michael Cembalest of JP Morgan to discuss:
– Cooling inflation
– Mega-cap earnings and dominance
– A thawing IPO market
– Wall Street Strategists’ view for the second half of the year, and much more!

On today’s show, we discuss:
– When to get bullish in the long run
– How to use sell side stock research
– What’s wrong with Disney
– Cruises are underrated
– How the pandemic messed up historical economic relationships
– 8% mortgage rates and 3% mortgage rates
– Why housing prices are still going up, and much more!

On today’s show, we are joined by Darren Rovell, Sports Business Analyst for The Action Network to discuss:
– Layoffs at ESPN
– Sports betting and investing
– The growth of online sportsbooks
– The sports memorabilia business
– Twitter vs Threads, and much more!

On today’s show, we discuss:
– The stock market fighting the Fed
– The power of index fund flows
– The most trustworthy source of financial advice
– An economic miracle in the United States
– How to pick a bottom in stocks
– People are desperate for a housing market crash
– Some thoughts on fireworks, and much more!