On today’s show we discuss a crazy month in the stock market, Situational Awareness, leverage always gets you, the semiconductor crash, 60/40 will never die, the behavior gap lives, One Wish Willow for the economy, a theory about the Fed, the economy is still booming, apathy for Bitcoin, the biggest movie weekend ever and much more.
Why does the economy continue to grow?
High bond yields are hurting homebuyers.
Some thoughts on the crazy moves in stocks.
Some thoughts on our new Porterhouse momentum strategy.
On today’s show we discuss a good sign for the bull market, semiconductor stocks crashing, why valuations keep falling, everyone is bearish about bonds, South Korea traders, how big SpaceX could get, why people keep spending money, Netflix is still dominating streaming, why there aren’t more IMAX theaters and more.
On the benefits of reading.
On today’s Talk Your Book we speak with Grayscale’s Krista Lynch we discuss the current sentiment surrounding crypto, Hyperliquid, building out the crypto infrastructure, what happened to Ethereum, stablecoins and more.
Some facts, figures and charts from Risk & Reward about Japan.
Is Netflix a buy here? Or is it a stock in secular decline?
