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On today’s show, we discuss:
- That time people freaked out about the CAPE ratio 10 years ago
- The Predictive Power of the Yield Curve
- The Trade War Is Over. Thank You For Your Attention to This Matter.
- Don’t Blame AI For The Rise in Recent Graduate Unemployment
- The Hottest Business Strategy This Summer Is Buying Crypto
- With Individual Home Buyers on the Sidelines, Investors Swoop Into the Market
- Where are Vacation Homes Located in the US?
- Wall Street’s Big, Bad Idea for Your 401(k)
- Adam Sandler and Complacency Risk
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Tweets/Bluesky:
If @WSJ reporters actually covered the markets, they'd know why they're up.
President Trump’s One Big Beautiful Bill prevented the largest tax hike in history and introduced economic drivers like full expensing, no tax on tips/overtime, and tax cuts for seniors.
Pair that with… https://t.co/BbF9dBnkGx
— Treasury Secretary Scott Bessent (@SecScottBessent) July 22, 2025
There is a bit of mythologizing about how we forced all young people to go to college and now they are economically ruined.
Around 60% of people in their 30s do not have a college degree.
And the college wage premium remains near a historical high. https://t.co/d4kSrvHoUD pic.twitter.com/xQZflNK04c
— Adam Ozimek (@ModeledBehavior) July 18, 2025
Bitcoin is amazing, but it’s obviously been co-opted to some degree by the very people that it was created as a hedge against.
Many of the most ardent early whales have seen their faith shaken and have been selling at these prices.
— The Wolf Of All Streets (@scottmelker) July 26, 2025
New record high for existing single-family home prices in June pic.twitter.com/5wPnFJRkKO
— Kevin Gordon (@KevRGordon) July 23, 2025
We’re about to hit 3 years of 6.5% <—> 7.5% mortgage rate purgatory
Sure, the average 30-year fixed has had a couple of brief breaks from it, but we keep getting sucked back in pic.twitter.com/PpCSZGZMlL
— Lance Lambert (@NewsLambert) July 17, 2025
BOX OFFICE: #FantasticFour opens to $118M, domestically. That is..
– On par w/ Guardians Vol. 3 (also $118M)
– Biggest opening ever for a FF film
– The biggest opening ever for all 4 FF stars
– The 4th 2025 film to open over $100M
– The rare instance where two July movies opened… pic.twitter.com/B29wpHjCOb— Erik Davis (@ErikDavis) July 27, 2025
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