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The most important charts and themes in markets and investing, including: 00:00 Intro 00:49 Topics 01:58 Breaking Down the Big, Beautiful Bill 11:18 The Sky's the Limit 16:13 When Do the Chickens Come Home to Roost? 19:38 Waiting for the Cliff's Edge 21:52 From Bullion to Blockchain 24:06 The First $4 Trillion Company 28:41 Another Day, Another Tariff Threat, Another ATH 32:44 Rising Literacy Rates
The most important charts and themes in markets and investing, including: 00:00 Intro 00:53 Topics 02:08 Hotter Than Expected 07:02 No Reason to Cut 13:42 Nvidia vs. Russell 2000 15:47 Another Day, Another Tariff Threat, Another ATH 23:28 Netflix Pricing Power 26:54 Too Big to Fail 28:26 The Condo Crash? 31:33 Rising Real Wages
The most important charts and themes in markets and investing, including: 00:00 Intro 00:54 Topics 02:15 Grumpy Consumer Keeps Spending 04:59 Dimon's Warnings vs. JPM's Reality 09:38 The 2% Inflation Myth 14:12 More Tariff Deals, More All-Time Highs 23:30 Record Concentration at the Top 25:39 Tesla's Troubles, Google's Growth 30:53 Speculative Fever Is Back 36:00 The Most Unaffordable Housing Market in History 40:58 Falling Jobless Claims
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The most important charts and themes in markets and investing, including:
00:00 Intro
00:49 Topics
01:58 Breaking Down the Big, Beautiful Bill
11:18 The Sky's the Limit
16:13 When Do the Chickens Come Home to Roost?
19:38 Waiting for the Cliff's Edge
21:52 From Bullion to Blockchain
24:06 The First $4 Trillion Company
28:41 Another Day, Another Tariff Threat, Another ATH
32:44 Rising Literacy Rates
Video
Blog
The most important charts and themes in markets and investing, including:
00:00 Intro
00:53 Topics
02:08 Hotter Than Expected
07:02 No Reason to Cut
13:42 Nvidia vs. Russell 2000
15:47 Another Day, Another Tariff Threat, Another ATH
23:28 Netflix Pricing Power
26:54 Too Big to Fail
28:26 The Condo Crash?
31:33 Rising Real Wages
Video
Blog
The most important charts and themes in markets and investing, including:
00:00 Intro
00:54 Topics
02:15 Grumpy Consumer Keeps Spending
04:59 Dimon's Warnings vs. JPM's Reality
09:38 The 2% Inflation Myth
14:12 More Tariff Deals, More All-Time Highs
23:30 Record Concentration at the Top
25:39 Tesla's Troubles, Google's Growth
30:53 Speculative Fever Is Back
36:00 The Most Unaffordable Housing Market in History
40:58 Falling Jobless Claims
Video
Blog