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On today’s show we discuss:
- Bets on interest rates in March
- Should the Fed pick inflation or a recession?
- WisdomTree, RWM, and Onramp crypto webinar registration
- Bens experience using the Robinhood wallet
- Blockfi to pay $100 million in SEC settlement
- The SECs statement on Blockfi
- Blackwells Capital Peloton activist presentation
- Zillow lost $881 million in the ibuying business in 2021
- Chipotle earnings
- Disney earnings
- Affirm earnings
- When do we get sports gambling and trading in one?
- Homeowners are equity rich
- Plain English with Derek Thompson on Canadas Protests
Listen here:
Transcript here:
Recommendations:
- Reacher on Amazon
- The 90s by Chuck Klosterman
- Fly on the Wall with Dana Carvey and David Spade
- Dances with Wolves
- Full Metal Jacket
- Rambo
- Jackass
Charts:
Tweets:
JPMORGAN: Is #inflation triggering demand destruction? “Not at current levels .. CPI divided median household income paints a different picture about the US Consumer’s ability to absorb higher prices. While energy prices are back to 2014 levels, incomes are 25% higher.” pic.twitter.com/jCiGOv9r5m
— Carl Quintanilla (@carlquintanilla) February 14, 2022
Chipotle CEO Brian Niccol on CNBC: We've done 6% price increase so far in '22. Room for more. See no resistance from customers to price increases so far.
— Neil Irwin (@Neil_Irwin) February 8, 2022
The Manheim used vehicle price index was unchanged in January: pic.twitter.com/KqCrmDdLK8
— Conor Sen (@conorsen) February 7, 2022
Working-class and the rich made very big (inflation-adjusted) gains in 2021, middle-class a bit less sohttps://t.co/arZRWrnofV pic.twitter.com/iR7jiH5miA
— Gabriel Zucman (@gabriel_zucman) February 12, 2022
Product ppl running the show at @coinbase is very bullish. Even the #SuperBowl ad was product centric, not coin-centric 🚀
Coinbase app jumps to #2 on the App Store in the US after the Super Bowl Ad. pic.twitter.com/Yfwk1ZcCSO
— chainyoda.eth (@chainyoda) February 14, 2022
1/11 HUGE day for @BlockFi and our interest-bearing product, the BIA. We’ve reached a resolution with both the SEC and state regulators that identifies a clear path forward for folks to earn interest on their crypto. My POV below.
— Zac Prince (@BlockFiZac) February 14, 2022
Peloton’s departing CEO: $119 million in stock sales
Peloton’s departing president: $105 million in stock sales
2,800 laid-off workers: complimentary Peloton memberships https://t.co/BGawvLekFY
— maxwell (@maxwellstrachan) February 8, 2022
Americans: "Housing is crazy right now"@TheReal_TRREB: "Seasonally adjusted average resale house prices in Toronto rose 6.9%…..in January."
cc @michaelbatnick @awealthofcs
— Ben Rabidoux (@BenRabidoux) February 4, 2022
Americans are the most pessimistic they've been in 42 years about their future finances.
Spending is still strong, but Sunday's 🏈big game🏈could be a test for how much economic friction Americans can handle.
My latest:https://t.co/ujShimSbKs pic.twitter.com/MiGZpN6CTE
— Callie Cox (@callieabost) February 12, 2022
Bruce Willis made 8 garbage movies you’ve never heard of in 2021 alone pic.twitter.com/zpgC8BnBCB
— Adam Ozimek (@ModeledBehavior) February 1, 2022
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