Episode Details
Back to EpisodesEconomic Populism and the Rise of International Stocks
Description
(03:23) Trump's economic policies are actually left of Bernie Sanders
(07:07) International markets outperforming the S&P 500 by 4x
(16:23) Why bank earnings matter more than Fed officials for reading the economy
(21:49) How dismantling Sally Mae created the student debt crisis
(24:27) The software paradox - rising revenue meets falling stock prices
(29:31) Adobe growing 10% annually but trading like a dying company
(30:17) The data that debunks the AI killing SaaS narrative
(35:50) Palantir and Robinhood losing market leadership
(39:30) Gold replaces US Treasuries as the global safe haven trade
(39:54) Defense tech opportunity with Pentagon budget jumping to $1.5T
(50:45) Following baby boomer spending trends in travel, healthcare, and leisure
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