Episode Details

In this special Thanksgiving episode, the guys cover it all including:

1. Japanese bonds & silver on a tear

Yields in Japan are moving lower, with the 2‑year bond nearing 1%, while silver is described as being on a “runaway train” higher amid shifting safe‑haven flows.​

2. Fed leadership shake‑up in focus

The group debated the market implications if Kevin Hassett were to replace Jerome Powell as Fed chair, highlighting how that could alter rate expectations and risk‑on sentiment.​

3. Tether’s gold stash: crypto irony

The boys noted the irony that Tether , a major crypto stablecoin issuer, now holds a large position in physical gold, blurring lines between crypto and traditional safe havens.​

4. Natural gas driving energy plays

Natural gas prices were a key theme, with Range Resources and Expand Energy flagged as potential beneficiaries and interesting energy stock ideas in the current environment.​

5. AI hype vs. sustainable margins

The conversation turned to artificial intelligence, with concerns raised about whether NVIDIA’s current margins and valuations are sustainable as competition and regulation increase.​

6. Consumer discretionary & tax‑loss window

Consumer discretionary stocks were discussed as a sector to watch, and the group highlighted the coming year’s tax‑loss selling season as a potential source of mispriced opportunities.​

…And so much more…..