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AI Stock Selloff — Why Asset Allocation Makes You Financially Bulletproof
Episode 27
AI stocks just had their longest losing streak since 2008. In this solo episode, Joe Withrow uses the selloff in artificial intelligence (AI) stocks …
14 hours ago
There Is No Alternative But Inflation — Neal McSpadden on the Cantillon Effect, Inflation Taxes, and Hard Money
Episode 26
You can't save your way out of inflation, and the tax code makes you pay on it anyway. In this guest episode, Joe Withrow talks with Neal McSpadden o…
1 week ago
Structural Inflation Is Here to Stay — and the President Just Said So
Episode 25
President Trump told TIME magazine that "certain levels of inflation will also pay off that debt very rapidly." In this short solo episode, Joe Withr…
2 weeks ago
The Inaugural Phoenician League Investment Summit: 16 Independent Experts, One Incredible Week
Episode 24
Most investors are still building their portfolios for an economic era that's already dead. Joe Withrow announces the inaugural Phoenician League Inv…
3 weeks ago
The Ex-Lehman Trader's Case Against Index Funds: Jared Dillian on The Awesome Portfolio
Episode 23
Jared Dillian ran Lehman Brothers' ETF trading desk right up until the firm collapsed in September 2008 — then launched his own research letter a mon…
4 weeks ago
Quality Over Quantity: Private Credit, Hedge Fund Risk & the True Test of Your Capital (with Hans Toohey of Remnant Finance)
Episode 22
Private credit was a $250 billion niche a decade ago. Today it's a $2-3 trillion market — and most of it sits on the exact same balance sheets as you…
1 month ago
The Fed's Bluff — Kevin Warsh, Jackson Hole, and the End of Forward Guidance
Episode 21
Fed Chair Kevin Warsh stood at the podium in Jackson Hole and told the room almost nothing — no rate commitment, no signal on what would move him eit…
1 month, 1 week ago
How to Actually Build Wealth With Real Estate (with Ron Phillips of Lineage)
Episode 20
Why has real estate only posted a negative year seven times in the last 77 years?
Joe sits down with Ron Phillips, founder of Lineage (formerly RP Ca…
1 month, 2 weeks ago
The All-In Bet: NVIDIA's $500 Billion Financing Package and the Real Case for AI Infrastructure
Episode 19
NVIDIA just assembled a $500 billion financing package alongside six of the largest pools of private capital on the planet — for a company generating…
1 month, 3 weeks ago
Alexander Hamilton, the American System, and How a Professional Poker Player Became a Libertarian
Episode 18
What did Alexander Hamilton actually believe about sound money and central banking — and how does a professional poker player end up embracing libert…
2 months ago