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On today’s show, we discuss:
-
- What If Everything Is Overvalued?
- Meet the Teens Investing in Stocks for Their Future Home and Retirement
- Living in the age of discontent
- Michael and Susan Dell to Put $250 in 25 Million Children’s Accounts
- How to Sound Like an Expert in Any AI Bubble Debate
- Data Centers Are a ‘Gold Rush’ for Construction Workers
- The housing crisis is pushing Gen Z into crypto and economic nihilism
- The Untold Story of Charlie Munger’s Final Years
- Why AC is cheap, but AC repair is a luxury
- Jeffrey Gundlach Says Almost All Financial Assets Are Now Overvalued | Odd Lots
Listen here:
Charts:
Recommendations:
- The Beast in Me
- Unplugged by Tom Freston
- Zootopia 2
- Project Hail Mary
- SONG SUNG BLUE
- Wake Up Dead Man: A Knives Out Mystery
- Slow Horses
- THE ROSES
- Wicked: For Good
- Part 1: James Cameron on ‘Avatar’ Misconceptions, AI’s Skynet Moment, and His Elon Musk Friendship
Rides you should get a pass for:
- Guardians of the Galaxy (Epcot)
- Aerosmith rollercoaster (Hollywood Studios)
- Tron (Magic Kingdom)
- Tower of Terror (Hollywood Studios)
- Space Mountain (Magic Kingdom)
- Splash Mountain (Magic Kingdom)
- Test Track (Epcot)
Tweets/Bluesky
Here’s a preliminary roundup of 2026 targets. They’re looking bullish
BofA: Robinhood holds the biggest share of daily active users vs. Schwab, Fidelity, E*TRADE, IBKR, eToro and WeBull. pic.twitter.com/2A1pRYmY0J
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) November 29, 2025
People who don't think phones/social media are having a deleterious effect on developing brains — what's the alternative explanation for this? Did every country put lead in the water at the same time? pic.twitter.com/kjznXYDKPu
— Claire Lehmann (@clairlemon) November 30, 2025
Believe it or not 54% of Americans own a mutual fund while only 15% own an ETF, a wider-than-people-think gap which shows power of longevity, distro fees and 401ks as well how early we are still in the ETF trend. Good stuff from @DavidCohne pic.twitter.com/dpjgbmCON6
— Eric Balchunas (@EricBalchunas) November 26, 2025
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