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On today’s show, we discuss:
- Household Net Worth Has Never Been This Tied to the Stock Market
- A New Generation of ‘Buy the Dip’ Investors Is Propping Up the Market
- Valuing Growth Stocks: Revisiting the Nifty Fifty
- Duality Research
- Schwab Trading Activity Index™ (STAX)
- How Flying on a Private Jet Became the No. 1 Marker of Real Wealth
- How Much Does It Really Cost to Fly Private?
- Harvard Management Company, which oversees the university’s $50 billion endowment, disclosed a $116 million position in BlackRock’s iShares Bitcoin Trust
- Why struggling companies are loading up on bitcoin
- Homebuying Affordability Is Improving in These 11 Places
- Trump Preparing IPO for Fannie Mae and Freddie Mac Later This Year
- 75% of Alternative Mutual Funds Have Died. There Are Lessons in That for Would-Be Private Market Investors
- Private Equity Is Knocking on the Door of Americans’ Retirement Funds. Don’t Let It In.
Listen here:
Charts:
Recommendations:
Tweets/Bluesky:
The number of companies citing "recession" on earnings calls has collapsed: from 124 in Q1 to just 16 in Q2 (with 90% reported).
via @FactSet pic.twitter.com/vBGoqahljb
— Daily Chartbook (@dailychartbook) August 9, 2025
The "K-shape" economy is back.
To me, this is one of the most important charts to understand the 2025 economy…The wealthy are still spending (though there has been some moderation).
Meanwhile the bottom 80% are tapped out. Their spending is basically in line w/inflation.… pic.twitter.com/ZsyP0TBsIl— Heather Long (@byHeatherLong) August 6, 2025
The crazy mf actually did it.
Tom Lee is the first to 1m ETH.
New buys revealed show 1.2m ETH ($5 billion).
In one month he’s made it 20% of the way to his goal to acquire 5% of all ETH supply.
12x faster than Saylor.
We are past the moon headed toward the andromeda galaxy. pic.twitter.com/dlvf1tUmxv
— RYAN SΞAN ADAMS – rsa.eth 🦄 (@RyanSAdams) August 11, 2025
FWIW I'm still getting decks for nine figure ETH and BTC digital asset treasuries that are close to be filled.
No stopping this train anytime soon.
— Tom Dunleavy (@dunleavy89) August 9, 2025
UFC gets $1.1 billion for seven years for all 43 events on Paramount+ — and does away with the pay per view model. See quote here from TKO COO Mark Shapiro: pic.twitter.com/pdYXXJcuRj
— Alex Sherman (@sherman4949) August 11, 2025
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