On today’s show, we discuss debt ceiling drama, the best long-term investment, money market funds, catching a falling knife, 24 hour trading, why workers are happier than ever, the greatest wealth transfer in history, why wealth inequality will get worse, the best new movie we’ve seen in a long time and much more.
Talk Your Book: Fidelity Digital Assets Mailbag
On today’s show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss what drives the price of Bitcoin, where to store Bitcoin, Bitcoin staying out of the headlines, and much more!
These Are the Goods
Here’s what I chwed on last week
The Compound and Friends: ChatCPI
On today’s show, we are joined by Dion Rabouin, reporter for the WSJ to discuss the latest CPI report, a banking crisis update, detained WSJ reporters, and much more!
Animal Spirits: Business Optimism Crashes
On today’s show, we discuss regional bank failures, confidence in the Fed, international diversification, the V-shaped recovery in the labor market, vibes vs. data in the economy, the best company in the world, middle age, and much more!
These Are the Goods
Here’s what I chewed on last week
The Compound and Friends: Responsibly Reckless
On today’s show, we are joined by Ian Dunlap from Market Mondays with Earn Your Leisure and Leanna Haakons, Founder of Black Hawk Financial to discuss Apple earnings, the VIX, creating financial content, Coinbase lawsuits, and much more!
Animal Spirits: Bear Market Lessons
On today’s show, we discuss never shorting junk food, a purgatory market, why spending isn’t slowing down, our first mortgage rates, the First Republic takeover, and much more!
Talk Your Book: CLOs – The Providers of Leverage
On today’s show, we are joined by Thomas Majewski, Founder and Managing Partner of Eagle Point Credit Management to discuss what a CLO is, the differences between a CLO and a CDO, the 2023 banking crisis, and much more!
The Compound and Friends: VWAP-er’s Delight
On today’s show, we were joined by Brian Shannon, Founder of Alphatrends.net to discuss technical analysis, where the S&P could go from here, big tech earnings, Coinbase v the SEC, and much more!