Iceberg Crashes

PayPal is one of the great technology stories of the past 30 years. The payments company was founded in the dot-com bubble. The PayPal Mafia of founders and employees who struck it rich when the company was sold to eBay in 2002 includes Peter Thiel, Elon Musk, Reid Hoffman, Max Levchin and more. EBay spun…

Animal Spirits: Gold’s 1987 Moment

On today’s show we discuss the never-ending news cycle, the gold/silver crash, how the Internet changed markets forever, the commodities supercycle, emerging markets are on fire, the new Fed chair, the chart of the century, crypto feels dead again, the government doesn’t want to build more homes for young people, DoorDash discourse and more.