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On today’s show, we discuss:
- U.S. Stocks Are Now Pricier Than They Were in the Dot-Com Era
- Junk Bonds Are on a Tear This Summer
- There Are Now More ETFs in US Than There Are Individual Stocks
- The Middle-Class Vibe Has Shifted From Secure to Squeezed
- How–and Why–U.S. Capitalism Is Unlike Any Other
- Canaries in the Coal Mine? Six Facts about the Recent Employment Effects of Artificial Intelligence
- Jim Chanos Calls Strategy’s Premium ‘Financial Gibberish’
- Rich Bitcoiners Are Reportedly Spending BTC on Luxury Holidays: Does This Really Make Sense?
- Trump Weighs Declaring National Housing Emergency, Bessent Says
- Yale’s Trendsetting Private-Equity Strategy Is Getting Harder to Pull Off
- Cars are so expensive that buyers need seven-year loans
Listen here:
Charts:
Recommendations:
- The Tycoons
- Once Upon a Time in America
- Platonic
- Mission Impossible: Final Reckoning
- Unknown Number: The High School Catfish
Tweets/Bluesky:
$40k -> $600
Unreal. pic.twitter.com/MQaukiSTs9
— Zoomer 🧢 (@zoomyzoomm) August 28, 2025
Just remember.
No matter what happens today, 70 million working Americans will still be buying $NVDA every month, whether they realize it or not. pic.twitter.com/yCpDTs9FyI
— Tier1 Alpha (@t1alpha) August 27, 2025
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