Podcast Episodes

Is Goldilocks Priced In?

Episode 96

(00:03) Mean Reversion as a Core Market Theme
(01:37) Investor Cash Levels at Extreme Lows
(02:33) Risk from Overextended Growth Expectations
(03:45) In…

8 months, 2 weeks ago

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OpenAI & Google's Revenge

Episode 95

(02:03) AI Demand Meets the Reality of Chip Economics

(08:03) The Funding Problem Nobody Wants to Talk About

(17:54) Why Defense Tech Attracts Private …

8 months, 3 weeks ago

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Fear is the Mind Killer

Episode 94

(03:21) Lumida Copilot AI App Launch
(04:32) The Revenge of Warren Buffett Theme
(05:28) Economic Outlook and Earnings Strength
(09:41) Why Fed Rate Cut…

9 months, 3 weeks ago

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What If This is Goldilocks?

Episode 93

(00:38) How Investors Are Feeling Right Now
(04:50) What Bank Earnings Tell Us About the Economy
(07:07) Smart Moves in Today’s Market
(10:18) What’s Ha…

10 months, 3 weeks ago

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Eric Jackson: How Social Media Transformed Investing

Episode 92

(02:56) How Retail Investors and Social Media Are Changing the Game
(04:20) Eric’s Experience with @Carvana and AI Models
(08:01) Challenges and Strate…

10 months, 4 weeks ago

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Bank Earnings: The Cheat Code to Understanding the Economy

Episode 91

(02:54) Market Sentiment and Economic Fundamentals
(06:40) Deep Dive into Bank Earnings
(12:19) The Future of Stablecoins and Tokenized Deposits
(15:38)…

11 months ago

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From buying ETH at $1 to building a $3B Ethereum machine.

Episode 90

(00:31) Meet Andrew Keys, co-founder of The Ether Machine
(03:17) How the Ethereum Virtual Machine was created
(07:20) Breaking down Ethereum vs Bitcoi…

11 months, 3 weeks ago

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Healthcare Stocks: Value Trap or Generational Buy?

Episode 89

(00:43) Meet Avic Roy, Policy Analyst and Healthcare Expert
(05:50) The Impact of AI on Healthcare Costs
(13:24) Obamacare Successes and Failures
(21:08…

1 year, 1 month ago

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Stablecoins: The Future of Visa and Payments

Episode 88

(00:28) Ben’s background & move from KKR to ParaFi
(04:44) Stablecoins as a financial, legal, and geopolitical breakthrough
(10:12) Impact on banking a…

1 year, 1 month ago

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Stablecoins, Earnings Season, EVs, Trade Deals

Episode 86

(00:43) – Discussion on Stablecoins and FinTech 
(01:57) – Economic Perspectives and Capitalism 
(04:13) – Earnings Reports and Market Trends 
(09:09) –…

1 year, 1 month ago

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