End of War Trades
Today on Dumb Money, preparing our trades for when the war ends.
24 Mars 1h 3min
#1 on Amazon... and Almost No One Owns the Stock
Today on Dumb Money, a pure social arb trade revealed. The small public company behind a massive trend and #1 best seller on Amazon.
12 Mars 1h 2min
AI Bull Case = Financial Crisis?
Today on Dumb Money, is the AI bull case actually macro bearish? We break down the “Intelligence Spiral” thesis — how unstoppable AI could crush white-collar wages, hollow out consumer demand, and tri...
24 Feb 1h 14min
Our Worst Market Week Ever — How We Make It Back x2
Big Tech just had one of its worst weeks in years. Earnings were mixed, expectations were impossible, and the market punished everyone from AI spenders to chipmakers to SaaS. Today on Dumb Money: Our ...
6 Feb 1h 13min
Meta Beats. Microsoft Misses. Why Amazon Matters Most
Meta beat. Microsoft missed. The reactions were extreme. Today on Dumb Money, we look past the headlines and focus on what Big Tech earnings are actually telling us — especially around cloud usage and...
30 Jan 1h 41min
Consumers Are Obsessed. Wall Street Hasn’t Noticed Yet
Today on Dumb Money, the company that quietly dominated the holidays.
23 Jan 1h
The Real AI Trade in 2026
The AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work and productivity shows ...
16 Jan 44min
