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On today’s show, we discuss:
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- Peter Thiel: Capitalism Isn’t Working for Young People
- The Benefits of Bubbles
- AI Could Be the Railroad of the 21st Century. Brace Yourself.
- Advisor Playbook
- Tech Returns by CapEx Spend
- Cockroaches in the Coal Mine
- Wealthy Travelers Are Splurging on Luxury Hotels Like Never Before
- Schwab Trading Activity Index (STAX) Summary: October 2025
- First-Time Home Buyer Share Falls to Historic Low of 21%, Median Age Rises to 40
- K-Shaped Recovery
- OpenAI Isn’t Yet Working Toward an IPO, CFO Says
- Builders Are Offering Mortgage-Rate Discounts. Home Buyers Aren’t Biting.
- Why Car Insurers Are Under Pressure to Cut Rates
- What a poll of 9,000 adults reveals about aging in America
Listen here:
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Tweets/Bluesky:
Thanks to President Trump, we are indeed working on The 50 year Mortgage – a complete game changer. https://t.co/HZDPzO0qJG
— Pulte (@pulte) November 8, 2025
OR hear me out…we could incentivize home builders to build more housing
— Ben Carlson (@awealthofcs) November 9, 2025
(2) The OpenAI CFO has walked-back her comments. pic.twitter.com/JYsupY8ipd
— James Chanos (@RealJimChanos) November 6, 2025
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