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On today’s show, we discuss:
-
- ExhibitA for Advice
- Oracle’s $10bn Michigan data center in limbo after Blue Owl funding talks stall
- The Best and Worst New ETFs of 2025
- Why My Generation Is Turning to ‘Financial Nihilism’
- For Gen Z-ers, Work Is Now More Depressing Than Unemployment
- Presentations – Ben Evans
- States Are Raking In Billions From Slot Machines on Your Phone
- When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call
- Wall Street’s Big, Bad Idea for Your 401(k)
- The Private-Credit Party Turns Ugly for Individual Investors
- Matthew Rhys Is In Talks With Netflix Over Adaptation Of Robert Caro’s ‘The Power Broker’
Listen here:
Charts:
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Tweets/Bluesky
Oracle stock reacted better to the great financial crisis than it has the OpenAI deal pic.twitter.com/Kv6DEOUkpj
— Kyle T (@kylet___) December 17, 2025
My wife, Barbara, and I believe strongly in the importance of equal opportunity. I have been fortunate to live the American Dream. At an early age I was exposed to the stock market, and it changed my life. Over the last two decades, Barbara has devoted herself to helping at-risk… pic.twitter.com/DRoiwnWpUW
— Ray Dalio (@RayDalio) December 17, 2025
"Households continue to hold near-record cash balances (98th percentile historically), leaving substantial dry powder should confidence and risk appetite continue to improve. We see this 'buy-the-dip' behavior, every day in our data at Citadel Securities."
-Citadel Rubner pic.twitter.com/sI8LB9l7ps
— Daily Chartbook (@dailychartbook) December 19, 2025
I think the whole structure of the modern economy has a disinflationary bias, coming from productivity surges. Yes, many things (Covid, tariffs, whatever) can push it around, but productive disinflation seems to be a gravitational force. https://t.co/jC46Dnyruo
— Dow (@mark_dow) December 18, 2025
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