Animal Spirits: Fighting Inflation

On today’s show, we discuss:
– The suffocating bull market
– The other side of government debt
– Jerry Seinfeld on when money changed everything
– Consumers are finally fighting back against inflation
– Wall Street translations
– Who is buying Bitcoin ETFs
– The bear case against housing, and much more!

Talk Your Book: Bitcoin Flows

On today’s show, we are joined by Christopher Jensen, Director of Digital Assets Research for Franklin’s Digital Asset Investment Strategies Group to discuss:
– The resiliency of Bitcoin
– The global casino vs global computer use-case theories
– Understanding the Bitcoin halving, and much more!

Animal Spirits: Negative Arbitrage

On today’s show, we discuss:
– Michael vs. StubHub
– Inflation at Disney is undefeated
– 30 years of stock market returns
– The bond market correction rolls on
– ARKK is finally seeing an exodus
– Corporations are taking advantage of consumers
– The biggest AI winners
– The new normal of housing prices, and much more!