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On today’s show, we discuss:
- This is What Normalization Looks Like (Mostly)
- The Gut-Wrenching Play in Investing Right Now: Buy and Hold
- Is Retail the Smart Money Now?
- The Jaw-Dropping Cost of a Hamptons Girls’ Weekend
- ‘It’s a Weird Time to Be Rich Right Now’
- Does College Still Have a Purpose in the Age of ChatGPT?
- Drawdowns and Recoveries
- America’s homes, and the people who buy them, are getting older
- American Homes Are Shrinking. Why Are They Still So Unaffordable?
- Private equity founder warns retail investors risk being saddled with worst assets
- Some Things I’ll Never Spend Money On
- Weekend reading: You will probably die old. That’s a good thing.
- ‘Lilo & Stitch,’ ‘Mission: Impossible’ Deliver Memorial Day Box-Office Record
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Tweets/Bluesky:
JUST IN 🚨: Japan's 40-year bond yield hits 3.63, an all-time high 👀 pic.twitter.com/BQ40PDCSH9
— Barchart (@Barchart) May 22, 2025
Existing homes. Slowest sales pace for any April since 2009. 🇺🇸 @gregdaco.bsky.social
— Carl Quintanilla (@carlquintanilla.bsky.social) 2025-05-22T15:28:55.763Z
Today 87% of US companies with >$100M in revenue are private, while 13% are public. The growth of private market investing over the years (source: Morgan Stanley research): pic.twitter.com/LO2iYk3572
— Jeff Richards (@jrichlive) May 26, 2025
Netflix’s share of TV viewing is flat from a year ago.
YouTube grew by 3%, more than every other streamer combined. pic.twitter.com/JcKTVFUTxa
— Lucas Shaw (@Lucas_Shaw) May 20, 2025
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