On today’s show, we are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to discuss:
– Fundamental reasons Bitcoin is outperforming in 2023
– Illiquid Bitcoin values and supply/demand affects on digital assets
– What Ethereum’s different layers represent, and much more!
Here’s what I chewed on last week
On today’s show, we are joined by Callie Cox of eToro and Malcolm Ethridge of CIC Wealth to discuss:
– Robinhood earnings
– Berkshire’s horde of cash
– What assets to buy if rates peaked
– Weight-loss drugs as an investment, and much more!
On today’s show, we discuss:
– The cooling labor market
– Why the 60/40 portfolio looks more attractive now
– Why the Fed is in a tough spot
– Why everyone hates this economy
– How to become a millionaire
– Realtor commissions
– Reclining your seat on a plane, and much more!
On today’s show, we are joined by Cam Harvey, the godfather of the yield curve indicator to discuss:
– Using the yield curve indicator in 2023
– What a steepening yield curve means for investors
– Can higher rates actually stimulate the economy?
– The new era of systematic investing, and much more!
On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!
Here’s what I chewed on last week
Just when everyone was getting all beared up.
On today’s show, we are joined again by Eric Jackson, Founder, President, and Portfolio Manager of EMJ Capital, to discuss:
– Market breadth
– Magnificent seven outperformance
– NVDA and investing in AI
– The covered call ETF boom, and much more!
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