Michael and I discuss the new Bitcoin futures ETF, housing price affordability, inflation and more.

Michael and I discuss supply chain issues, the manufactured debt ceiling crisis, Ted Lasso S2, premium gas, housing prices and more.

Michael and I discuss soaring housing prices, higher equity allocations, supply chain issues, Squid Game and more.

Michael and I answer questions from listeners of the podcast.

Michael and I discuss charlatans making predictions, why bailouts are here to stay, sports gambling and more.

Michael and I discuss macro tourists, market corrections, America’s day care crisis and more.

Michael and I discuss financial manias, stablecoins, the most vulnerable big stocks and much more.

Michael and I discuss why beta is beating alpha in the markets, the promise of crypto, why the stock market is so boring right now and much more.

Michael and I discuss the shifting risk appetite between old and young people, the death of the starter home and more.

Michael and I (with some help from Tony Stich) answer listener questions.