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Liquidity up, markets up; liquidity down, markets down
Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and American exceptionalism (4:40). Rewriting debt will essentially be at prevailing interest rate (22:05). AI will shorten our work week, but won't cause mass unemployment (29:00). Big pharma stocks, why Kirk is selling more than buying, and writing a lot of covered calls (32:15).
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Show Notes:
President Trump Inherits A Good Economy At Risk And A Big Debt
I'm Selling Stocks Hand Over Fist
Pfizer: One Of The Next Big AI Winners
AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano
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Published on 10 months, 2 weeks ago