Making sense of the stories beneath the headlines. We bring you experts to simply explain what's happening around the world, and current events in business, finance and technology.
"Elon Musk will lose!" Why putting the Twitter deal on hold is not a thing, how to distinguish a correction from a recession, and good buys in tech stocks now w/ Enrique Abeyta
On today's podcast, we're joined by Enrique Abeyta, a "stock market warrior" and financial newsletter editor, who chews up Twitter with an array of unfiltered perspectives on what's going on in the world and the world's markets. We sat down with Enrique to talk about Elon's early morning tweet announcing that his Twitter deal is on hold, how to distinguish a correction from a recession, trading opportunities in a down market, and tech stocks that are likely to bounce back.View More
$41 billion VAPORIZED! The Terra LUNA/UST implosion, algorithmic stable coins, and the outlook for crypto w/ Henry Elder
Henry Elder is portfolio manager for all of Wave Financial's decentralized finance investment products. That means he’s perfectly placed to explain the crypto story that everyone's talking about—the implosion of crypto coin Terra Luna and the $41 billion that got vaporized overnight. Henry takes us through the crisis that developed in the past week and how a paradoxical announcement by the Luna Foundation Guard—think of it as centra bank to UST—broke the stable coin's peg to the dollar. Henry then tells us why he remains bullish on crypto generally and describes how the US can establish dollar dominance in crypto via US dollar-pegged stable coins.View More
So the world's richest, most interesting man owns the social platform containing the "cheat codes for life." What happens next?
This week, we're talking about Elon Musk's acquisition of Twitter—specifically the way the news is moving the market and dividing public opinion. We discuss Musk's superhuman ability to attract talent, whether the outcry around the acquisition holds up to scrutiny, and theorize on why Tesla's share price dropped 12%—or two Twitters—on the news. We also touch upon what a privately held Twitter could look like and how a genuinely great mind may set about unlocking its value.View More
Twitter accepts Elon Musk’s offer. Real-time reaction and analysis w/ Michael Wang
Prometheus Founder and CEO Michael Wang learns about Twitter accepting Elon Musk's $44B deal in real-time and shares his thoughts as the New York Stock Exchange halts trading TWTR. Mike explains why trading is halted in a situation like this, what Twitter will trade at when trading resumes, and whether this deal is good or bad news for shareholders. We talk about how Elon can create value by taking down Twitter's cost structure, the benefits of being a private company, and what the deal this means for free speech.View More
Elon’s Twitter endgame, Tesla blowing expectations out of the water, and why we should stop thinking about it as a company that just makes cars w/ Emmet Peppers
Today, we’re talking with Good Soil Investment Management’s Emmet Peppers—a Tesla expert and enthusiast. We discuss the advent of robo-taxis, and self-driving cars, and how people need to stop thinking about Tesla as just a car manufacturer. And of course, we couldn’t talk about Elon Musk without touching on his plans for Twitter.View More
How the battle for Twitter could play out, how to short the Netflix collapse (and how not to) w/ Alex Beinfield
Today we're talking with Blue Duck Capital Partners Founder Alex Beinfield about some truly seismic things going on with a couple of tech companies that many of us use daily—Twitter and Netflix. What's Elon's plan for Twitter? Alex fans out some of the strategies he could employ and weighs the possibility of Twitter becoming a $100B company. What's the outlook for Netflix in the wake of the continuing—and accelerating—subscriber drop-off? Alex shares his thoughts and fesses up to having covered his shorts just before Tuesday's announcement.View More
Twitter's growth potential, investors' love of buy-back stories, and the prospect of a ceasefire-fueled rally w/ Whitney Tilson.
In our stimulating chat, Whitney tells us why he's confident about a ceasefire in Ukraine and a resulting rally in beaten-down growth stocks, skeptical that a viable alternative to the US dollar's reserve currency status exists, optimistic about Twitter's potential to become a 10-bagger in the next decade, and so much more.View More
Starbucks vs. Putin: a hard lesson in cancel culture, geopolitical alpha, and leveraging history to be a better investor with Marko Papic.
Today we're joined by Marko Papic—Partner and Chief Strategist at Clocktower Group and the author of Geopolitical Alpha: An Investment Framework for Predicting the Future. During our sit-down with Marko, we discuss January's "macro truth," Russia's geographic vulnerability, and how other countries with plans for territorial expansion will be now factoring in the high cost of corporate warfare.View More
Triggering an inevitable recession, corporate warfare, and buying opportunities w/ Enrique Abeyta
On today's podcast, we're joined by Enrique Abeyta, a "stock market warrior" and financial newsletter editor, who chews up Twitter with an array of unfiltered perspectives on what's going on in the world and the world's markets. We sat down with Enrique to talk about today's interest rate hike, the advent of crowdsourced warfare, and how owning Chinese stock will be an unforced error should China create a geopolitical crisis of its own.View More
How Russia’s Invasion of Ukraine accelerated a commodities hike that’s been a long time coming w/ Robert Mullin
We sat down with Robert Mullin, General Partner and Portfolio Manager at Marathon Resource Advisors, to get a better understanding of how Russia’s invasion of Ukraine is affecting commodities prices, where the pain will be felt most, and what could be coming in the weeks and months ahead.View More