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…
Some thoughts on bitcoin, gold, DoorDash, AI, the Lions, interest rates and more.
Lump sum vs. dollar cost averaging.
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.
Is the dollar crashing?
On today’s show we speak to Matthew Bartolini about stock market concentration, the S&P 493 vs. the Mag 7, dividends vs. share buybacks and more.
Answering your biggest questions about Social Security.
Why does housing cost so much?
Is it finally time for international stocks to shine?
On today’s show we discuss snow days, government debt vs. household debt, the wealth effect, diversification is working again in 2026, stocks vs. earnings, Jeremy Grantham, the dollar is falling, Silver is the new meme stock, gold is crushing bitcoin, housing market inflation, Dry January for spending and much more.
