On today’s show we discuss the never-ending news cycle, the gold/silver crash, how the Internet changed markets forever, the commodities supercycle, emerging markets are on fire, the new Fed chair, the chart of the century, crypto feels dead again, the government doesn’t want to build more homes for young people, DoorDash discourse and more.

On today’s show we speak to Matthew Bartolini about stock market concentration, the S&P 493 vs. the Mag 7, dividends vs. share buybacks and more.

On today’s show we discuss snow days, government debt vs. household debt, the wealth effect, diversification is working again in 2026, stocks vs. earnings, Jeremy Grantham, the dollar is falling, Silver is the new meme stock, gold is crushing bitcoin, housing market inflation, Dry January for spending and much more.