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On today’s show, we discuss:
- Netflix earnings
- Recession fear
- Bonds over stocks
- Economists in WSJ survey still see recession this year despite easing inflation
- ETFs v Mutual Funds
- Schwab earnings
- Ackman on SBF
- WWE sale
- UniFi by CAIA
Recommendations:
- The Last of Us
- Dominos
- The Sex Lives of College Girls
- Unreasonable Hospitality by Will Guidara
- Alt Goes Mainstream Podcast
- Krisp.ai
- Fred Again – Actual Life 3
Listen here:
Charts:






Phil Huber:
Doug Boneparth:
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