The Compound and Friends: No Pivot!

On today’s show, Josh and I are joined by Carleton English of Barrons, and Scott Krisiloff, CBO of Helion Energy and Editor of The Transcript to discuss earnings, the November FOMC meeting, the Twitter situation, and much more!

Animal Spirits: A Housing Recession

On today’s show we discuss why most people don’t care about the bear market, the relationship between wages and inflation, why we won’t see a repeat of the 1970s, why Apple is the best company in the world, the revenge of the Dow, tech stock valuations, the best decade ever for movies and much more.

Talk Your Book: Doubling Down on Crypto

We are joined by Jack Neureuter, Fidelity Digital Assets Research Analyst, and Ramine Bigdeliazari, Director of Product for Fidelity Digital Assets to discuss Fidelity’s relationship and interest in crypto, proof of work vs proof of stake, crypto winter, and much more!

Animal Spirits: Bear Market Math

On today’s show, we discuss the slowing housing market, taking Animal Spirits on the road, why consumers keep spending money, how the stock market moves during a bear market, some optimism for a 60/40 portfolio, why the 4% rule is still alive and well, a bunch of movie recommendations and much more.