Viewing Podcast: Podcast
AI
Arts
Business
Crypto
Finance
Health
History
Interviews
Investing
Macro
Misc
News
Politics
Product
Programming
Science
Social
Startups
Technology
VC
Federal Appeals Court Strikes Down Trump’s Tariffs & De Minimis Loophole is Closed
Duration: 00:27:25
September 2, 2025
- An appellate court ruling against Trump's tariff policies is being challenged, with Trump asserting tariffs are essential for U.S. economic strength.
- The independence of the Federal Reserve is being questioned amid White House personnel moves, raising concerns about political influence on monetary policy.
- The potential extension of National Guard deployment in Washington D.C., and its possible expansion to other cities, raises legal and constitutional considerations regarding federal intervention in local policing.
AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown
Duration: 01:01:23
August 25, 2025
- The recent tech selloff, driven by AI concerns, may indicate that the market is currently over-owned in AI, making it vulnerable to negative news.
- A new executive order aims to include alternative assets in 401(k)s, prompting debate about opportunities versus risks for retail investors, but access to the best private equity is unlikely.
- The increasing blur between private and public markets, where promising companies stay private longer, impacts investment access, but diversification remains key.
Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran
Duration: 01:04:48
August 8, 2025
- Aswath Damodaran argues that the U.S. is no longer viewed as a "safe" country in terms of investment risk, but rather as existing on a continuum of risk alongside other nations.
- The economist believes markets have already priced in many of the risks in the U.S. and that markets react when economic data demonstrates negative impacts on corporate earnings.
- Damodaran contends that investors are currently in a "big market delusion" regarding AI, drawing parallels to past tech bubbles, as they overestimate potential returns and engage in trading based on hype rather than fundamental valuation.
Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz
Duration: 01:08:55
August 4, 2025
- The "Magnificent Seven" tech companies are experiencing disproportionate growth compared to traditional businesses due to favorable tax policies amidst global economic uncertainty.
- There is an ongoing debate between vertical integration versus specialization, most notably shown by Uber's and Waymo's competing strategies in the robo-taxi market.
- Consulting firms are booming due to tariff-related uncertainties, but may soon become a hotbed of AI disruption, necessitating retraining programs for displaced workers.
The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon
Duration: 01:01:58
August 1, 2025
- The guest, Kevin Gordon from Charles Schwab, highlighted the divergence in market performance between sectors affected by tariffs (physical goods) and those that are not (digital services).
- Gordon emphasized that constricting labor supply, particularly through restrictive immigration policies, poses a greater long-term threat to economic growth than tariffs.
- Regarding younger investors, Gordon expressed concern about the overemphasis on speculative trading rather than focusing on long-term wealth building strategies like 401(k)s.
Meme Stocks are Back — What’s Fueling the Resurgence?
Duration: 01:05:13
July 28, 2025
- Meme stocks and "YOLO investing" are making a comeback, reminiscent of the GameStop and AMC surges.
- Individual investors are using online forums to drive up heavily shorted stocks, sparking renewed market speculation.
- Experts are divided on whether this trend represents investor confidence or a dangerous, unsustainable bubble.
Why Scott Invested In Vertical Aerospace — ft. Stuart Simpson
Duration: 00:56:05
July 25, 2025
- Vertical Aerospace is developing a hybrid electric VX4 aircraft with a 1,000-mile range and 1,100 kg payload, targeting flight testing in Q2 2026.
- The company has been restructuring, strengthening its board and partnering with Honeywell in a billion-dollar contract to ensure safety and production readiness.
- Vertical Aerospace sees expansion opportunities with commercial customers seeking long-range flights and within the European defense market where they are currently the only European player.
Buy-The-Dip Mindset Fuels Historic Quarter For Stock Trading
Duration: 01:07:40
July 21, 2025
- The hosts discussed the odd partnership between Amazon's Project Kyper and SpaceX, and the potential monopoly SpaceX holds in the space industry.
- The conversation covered the recent inflation data, with one host arguing that tariffs are impacting prices despite what the Producer Price Index indicates.
- The hosts analyzed the surge in retail trading volume, debating whether it's a positive sign of democratization or just "dumb money" driven by speculation and fear of missing out.
The Biggest Risks and Opportunities in Latin America — ft. Monica de Bolle
Duration: 00:59:54
July 18, 2025
- The US threat of 50% tariffs on Brazil due to political issues is unlikely to succeed and may backfire, as Brazil will likely proceed with its investigations and strengthen ties with China.
- Brazil’s economic potential is consistently undermined by persistent political turbulence and election cycles, leading to uncertainty and hindering meaningful reforms.
- Despite economic challenges, Brazil's institutions have shown resilience, learning from a history of autocratic regimes and emphasizing the importance of democracy.
Liberation Day 2.0 Is Here — When Will We See the Tariff Fallout?
Duration: 01:03:58
July 14, 2025
- The hosts assess former President Trump's new round of tariff threats, finding them unlikely to materialize due to previous non-deals and the potential for congressional challenges.
- The podcast highlights a shift in consumer behaviour, noting a structural decline in the junk food industry, driven by factors such as GLP-1 drugs and the "Make America Healthy Again" movement.
- A key discussion point revolves around upcoming Q2 earnings, including Netflix's performance and questions of the stock market's resilience to external factors like geopolitical turmoil and tariff policies.