Disinflation Is Here And It Could Crash The Market
We break down why the inflation scare is already fading, with the 4.2% print looking transitory off tariffs and Iran rather than real consumer demand. Then we get into the two-economy split, the price...
26 Kesä 32min
Is Disinflation the Bull Case Nobody's Talking About?
We break down Warsh's first FOMC presser and what less Fed forward guidance means for markets, then our latest Ledger post: why disinflation is the bull case, the case for an expansion regime, and how...
19 Kesä 46min
Is the SpaceX IPO Actually a Bad Deal?
In this episode we break down the SpaceX IPO and why we think a $1.7 trillion valuation sets up a retail trap rather than the deal everyone is chasing, including the wave of insider divesting and our ...
12 Kesä 38min
Bitcoin Isn't Broken, You Just Forgot What A Bear Market Feels Like
We discuss Bitcoin's decline and what it would actually take for us to retire Astraeus, making the case that this is a weak consumer story tied to who sits inside the AI CapEx flywheel rather than a r...
5 Kesä 34min
Are You Getting Left Behind in This AI Stock Market?
This week we dig into the enterprise stimulus flywheel carrying the market, the loop of AI capex and private capital that has memory names like Micron printing record income while the consumer never s...
29 Touko 30min
Before SpaceX IPOs, Watch This
The upcoming SpaceX IPO is set to impact the stock market significantly, especially with its potential for Nasdaq 100 inclusion. This move, spearheaded by Elon Musk, requires investors to understand t...
22 Touko 39min
The Market Signal That Should Concern Bulls Right Now
We get into why the Nasdaq looks stretched short term but isn't parabolic on the longer view, where Bitcoin sits now that it's finally flipped above Momo, and why the financials lag is the confirmatio...
8 Touko 42min
