Episode Details

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Matt and Doug discuss the proliferation of U.S. holidays, including Juneteenth and Martin Luther King Day, before turning to the opening of Obama's presidential library and Trump's competing, highly theatrical library renderings, comparing modern presidential libraries to pyramids and noting Biden's reported difficulty raising funds. They debate Trump's showmanship around his birthday and a ceasefire/peace deal they expect won't hold, citing Iran's improved position, unresolved issues, disrupted shipping in the Strait of Hormuz, and risks to oil prices. They then address Ukraine's drone attacks on Moscow and concerns about an escalating, lingering war. Doug shares his positioning in gold miners, energy, uranium, and a corn ETF, answers subscriber questions on filmmaking/royalties, the FIFA World Cup and U.S. border hassles, trade blocs like Mercosur/EU, recommended books, and impressions of Malaysia and Penang.

00:00 Holiday Overload Debate

01:06 Which Holidays Matter

02:24 Equinoxes and Global Days Off

03:25 Juneteenth and Identity Politics

05:08 Obama Library Obamalisk

06:55 Trump Library Renderings

09:38 Pyramids and Presidential Tombs

11:31 Biden Library Money Trouble

14:25 Trump Birthday Peace Deal

15:13 Hormuz Oil and Ceasefire Doubts

18:02 Ukraine Drone War Escalation

20:02 War Escalation Risks

21:01 Ceasefire Won't Hold

22:13 Crisis Investing Plays

23:34 Corn ETF Thesis

25:47 Film Investing Reality

29:55 FIFA World Cup Fallout

34:23 Trade Blocs Skepticism

36:19 Five Books To Read

38:56 Malaysia And Penang

41:35 Weekend Signoff