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    Explore "investment strategies" with insightful episodes like "Fool School: Can You Beat the Big Guys?", "Fake $30 Billion Fraud Found Guilty! - Patrick Bet David On FTX Collapse & Upcoming Market Crash", "A finance fright fest", "The increasingly odd bond market" and "Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]" from podcasts like ""Motley Fool Money", "Impact Theory with Tom Bilyeu", "The Indicator from Planet Money", "Unhedged" and "Invest Like the Best with Patrick O'Shaughnessy"" and more!

    Episodes (100)

    Fool School: Can You Beat the Big Guys?

    Fool School: Can You Beat the Big Guys?
    Here at the Motley Fool, we like our individual stocks. But – what if we’re wrong?  Jonathan Berk is a professor of finance at the Stanford Graduate School of Business and co-host of the podcast “All Else Equal: Making Better Decisions.” Ricky Mulvey caught up with Berk to discuss – and debate – the merits of individual stock investing. They also talk about: The ripple effects of decision-making, Whether short-term investing deserves its bad reputation, And the time horizon needed to differentiate between luck and skill.  Tickers discussed: CMG, NFLX, NVDA, MCD Host: Ricky Mulvey Guest: Jonathan Berk Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

    Fake $30 Billion Fraud Found Guilty! - Patrick Bet David On FTX Collapse & Upcoming Market Crash

    Fake $30 Billion Fraud Found Guilty! - Patrick Bet David On FTX Collapse & Upcoming Market Crash
    In this episode, we dive straight into the recent FTX verdict that is sending major ripples though the financial world with the announcement of a potential 100+ year sentence on the horizon.  Patrick Bet-David, founder, creator mentor and highly successful serial entrepreneur joins me to explore the concept that only the paranoid survive. This isn't about living in fear, but rather about being alert, aware, and ready for any curveball life might throw our way. It's about realizing that paranoia can be a powerful tool in taking precautionary measures to safeguard your future. The FTX case is a stark reminder of the importance of vigilance and the critical need to stay informed. This episode is not just about facing the hard truths, but also about developing resilience and adaptability. It's about equipping you with the tools and mindset necessary to navigate the turbulent waters ahead. So buckle up for an enlightening journey into the realities of success and economic landscape. Check out Patrick’s book, Choose Your Enemies Wisely: https://www.amazon.com/Choose-Your-Enemies-Wisely-Audacious/dp/0593712846  Follow Patrick Bet-David Website: https://www.patrickbetdavid.com/  Twitter: https://twitter.com/patrickbetdavid  Instagram:https://www.instagram.com/patrickbetdavid/  Follow Me, Tom Bilyeu:  Website: https://impacttheoryuniversity.com/  Twitter: https://twitter.com/TomBilyeu  Instagram: https://www.instagram.com/tombilyeu/  SPONSORS: Get 5 free AG1 Travel Packs and a FREE 1 year supply of Vitamin D with your first purchase at https://bit.ly/AG1Impact. Right now, Kajabi is offering a 30-day free trial to start your own business if you go to https://bit.ly/Kajabi-Impact. Head to www.insidetracker.com and use code “IMPACTTHEORY” to get 20% off! Learn a new language and get 55% off at https://bit.ly/BabbelImpact. Try NordVPN risk-free with a 30-day money-back guarantee by going to https://bit.ly/NordVPNImpact Give online therapy a try at https://bit.ly/BetterhelpImpact and get on your way to being your best self. Go to https://bit.ly/PlungeImpact and use code IMPACT to get $150 off your incredible cold plunge tub today. ***Are You Ready for EXTRA Impact?*** If you’re ready to find true fulfillment, strengthen your focus, and ignite your true potential, the Impact Theory subscription was created just for you. Want to transform your health, sharpen your mindset, improve your relationship, or conquer the business world? This is your epicenter of greatness.  This is not for the faint of heart. This is for those who dare to learn obsessively, every day, day after day. * New episodes delivered ad-free * Unlock the gates to a treasure trove of wisdom from inspiring guests like Andrew Huberman, Mel Robbins, Hal Elrod, Matthew McConaughey, and many, many, more * Exclusive access to Tom’s AMAs, keynote speeches, and suggestions from his personal reading list * You’ll also get access to an 5 additional podcasts with hundreds of archived Impact Theory episodes, meticulously curated into themed playlists covering health, mindset, business, relationships, and more: *Legendary Mindset: Mindset & Self-Improvement *Money Mindset: Business & Finance *Relationship Theory: Relationships *Health Theory: Mental & Physical Health *Power Ups: Weekly Doses of Short Motivational Quotes  *****Subscribe on Apple Podcasts: https://apple.co/3PCvJaz***** Subscribe on all other platforms (Google Podcasts, Spotify, Castro, Downcast, Overcast, Pocket Casts, Podcast Addict, Podcast Republic, Podkicker, and more) : https://impacttheorynetwork.supercast.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    A finance fright fest

    A finance fright fest
    Halloween is just around the corner and our hosts are scrambling to find the perfect costume. Today on the show, we scare up fresh costume ideas based on Wall Street's scariest financial jargon. If you know where to look, you can find witches and zombies lurking near dark pools and shadow banks. Are these terms as scary as they sound?

    Related Episodes:
    Are you afraid of inflation?

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    The increasingly odd bond market

    The increasingly odd bond market

    The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down. And at the same time, equities moved in the same direction. That’s not supposed to happen. Today on the show, we try to figure out what is happening and why. Also we short our previous long on Three Arrows Capital and go long the Japanese yen. 


    Links:

    Please join the FT and Nikkei for a webinar on the revival of the Japanese stock market on Wednesday October 11 at 14:00 London time: japanesestockmarketrevival.live.ft.com


    For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X, formerly Twitter. You can email Ethan at ethan.wu@ft.com.


    Read a transcript of this episode on FT.com



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    Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]

    Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]
    My guest today is Michael Simanovsky. Mike is the Managing Partner of Conversant Capital, a real estate investment firm he founded in early 2020. Conversant aims to be the most flexible capital provider in real estate, investing across public and private markets as well as equities and credit. The firm will also incubate platforms where they see an opportunity to take advantage of a compelling theme that lacks existing business models for investment. We cover the most undersupplied part of the market, why he’s building Conversant to be so flexible, and the surprising appeal of billboards. Please enjoy my conversation with Mike Simanovsky. Listen to Founders Podcast Join Colossus live in NYC with Patrick O’Shaughnessy and David Senra on Oct. 19. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully-diluted shares outstanding? Access every publicly-reported datapoint and industry-specific KPI through their database of over 4,000 drivable global models hand-built by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus’ models automatically update each quarter, including hard to calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building and updating models. Make efficiency your competitive advantage and take back your time today. As a listener, you can trial Canalyst by Tegus for free by visiting tegus.co/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes (00:03:32) (First question) - Real estate investing through the lens of the capital cycle (00:06:50) - The capital cycle in practice (00:12:07) - Using evaluation of supply to determine where you are in a capital cycle (00:13:16) - Why real estate drew Mike in  (00:15:35) - The quality of investors in real estate (00:16:41) - What the US market needs most (00:20:26) - The range of returns in real estate (00:23:01) - Insights that stand out (00:26:45) - Starting a new company vs. building a portfolio of assets (00:28:46) - Key trade-offs and choices when building a firm (00:31:10) - Where things go wrong (00:33:59) - Best investment decision he ever made (00:38:06) - Philosophy on CapEx (00:39:52) - Misconceptions about real estate investing  (00:41:31) - Cold storage real estate (00:43:13) - The most interesting corners of the real estate market (00:46:13) - AI and its impact on the future (00:48:30) - Common investor missteps  (00:50:51) - Three guests Mike would invite to a dinner party  (00:52:34) - The most impactful questions to ask a real estate investor (00:53:17) - A defining moment of his career (00:53:17) - The premise of the platform approach (00:56:20) - Possible opportunities and an understanding of the current landscape (01:03:38) - Lessons Mike learned from basketball coach John Wooden’s philosophies  (01:04:30) - The kindest thing anyone has ever done for him

    The Mega-Back Door Roth IRA (How to Get an Extra $43,500 in Your Roth!)

    The Mega-Back Door Roth IRA (How to Get an Extra  $43,500 in Your Roth!)
    In this episode of the Personal Finance Podcast, we're gonna talk about the mega Backdoor Roth IRA, and how you can get over 40,000 additional dollars into your Roth IRA every single year. How Andrew Can Help You:  Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Learn to invest by joining  Index Fund Pro! This is Andrew’s course teaching you how to invest!  Watch The Master Money Youtube Channel!  Ask Andrew a question on Instagram or TikTok.  Learn how to get out of Debt by joining our Free Course  Leave Feedback or Episode Requests here.  Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast. Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn’t affect your credit score. Get started at chime.com/ Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at  shopify.com/pfp Policygenius: This is where I got my term life insurance. Policygenius is made so easy. To get your term policy go to policygenius.com and make sure your loved ones are safe. Factor 75: Head to factormeals.com/pfp50 and use code pfp50 to get 50% off your first box. These are amazingly easy and nutritious meals. Delete Me: Go to joindeleteme.com/PFP and use promo code PFP you’ll be able to save 20% off your DeleteMe subscription! Protect yourself online! Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance Monarch Money: Get an extended 30 day free trial at monarchmoney/pfp .  Links Mentioned in This Episode:  The Stairway to Wealth (Where to Put Your Money In Order!) The Stairway to Wealth 2.0 (The Order You Should Put Your Money in!) The Back Door Roth IRA (How High Earners Can Get Money Into a Roth IRA!) 401k vs IRA - The Difference Between a Roth 401k and Roth IRA Connect With Andrew on Social Media:  Instagram  TikTok Twitter  Master Money Website  Master Money Youtube Channel   Free Guides:   The Stairway to Wealth: The Order of Operations for your Money  How to Negotiate Your Salary  The 75 Day Money Challenge  Get out Of Debt Fast  Take the Money Personality Quiz Learn more about your ad choices. Visit megaphone.fm/adchoices

    Quant Trading, AI, and More feat. Dr. Harry Mamaysky

    Quant Trading, AI, and More feat. Dr. Harry Mamaysky

    Wall Street's analytics and technology are evolving at a record pace.  What are the roles of quantitative models, and AI in the financial services industry today?  What does it mean to be a "quant", what is a "quant fund", and what quantitative skills are required for someone starting their career on Wall Street today?  Will AI and algorithms help us become smarter, or send the best and brightest to the sidelines?  We explore these questions and more with Professor Harry Mamaysky of Columbia University who is the co-founder of Quant Street.

    Dr. Harry Mamaysky is a partner at QuantStreet Capital, which offers investing and portfolio management services to individuals, family offices, and businesses. Harry is also a Professor at Columbia Business School, where he is the Director of the Program for Financial Studies. Harry’s research focuses on the application of natural language processing and machine learning techniques to investing. Harry is a frequent industry and academic speaker. Prior to his time at Columbia, Harry spent many years in finance practice, rising to the position of senior portfolio manager at Citigroup, where he also served on the firm’s Risk Executive Committee. Harry was a professor at the Yale School of Management, which he joined after earning his PhD in Finance from the Massachusetts Institute of Technology. He holds BS and MS degrees in computer science and a BA in economics from Brown University.

    If you have been inspired by this episode and want to follow Harry or learn more, you can find him at the links below. 

    1. https://www.linkedin.com/in/harry-mamaysky/ (LinkedIn)
    2. www.quantstreetcapital.com (the firm website)
    3. https://quantstreet.substack.com/ (Substack finance blog)
    4. business.columbia.edu/faculty/people/harry-mamaysky ( Columbia page)
    5. https://twitter.com/HMamaysky (Twitter or X)


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    The Upside of Down Earnings: Plummeting Profits and Soaring Stocks

    The Upside of Down Earnings: Plummeting Profits and Soaring Stocks

    Stock markets go up because companies grow their earnings over the long term. But this year, the S&P 500 is rallying despite stocks reporting their third straight quarter of falling profits. Has the market just not noticed?

    We discuss whether an earnings recession should worry us and if it’s about to turn around.

    And in today’s Dumb Question of the Week: Are share buybacks equivalent to dividends?

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    Disclaimer

    This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.


    Copyright 2023 Many Happy Returns

    Netanyahu Exclusive Interview; Trump's Lawyer Speaks Out

    Netanyahu Exclusive Interview; Trump's Lawyer Speaks Out

    Your morning briefing. The news you need in just 15 minutes.
    On today's podcast:

    1) Benjamin Netanyahu weights in on the Judiciary and Geopolitics in an exclusive Interview

    2) Americans weigh in on Former President Trump's post-election actions

    3) Fed Officials Appear Divided on Rate Hikes 

    See omnystudio.com/listener for privacy information.

    The Money Expert: "Do Not Buy A House!"... The 10 Ways To Make REAL Money! Ramit Sethi (E266)

    The Money Expert: "Do Not Buy A House!"... The 10 Ways To Make REAL Money! Ramit Sethi (E266)
    Ramit Sethi began his journey as a personal finance adviser in 2004, with his website, iwillteachyoutoberich.com. Ramit was the co-founder of PBworks, and is the CEO of GrowthLab. He is also the author of the 2009 New York Times best-selling book, ‘I will Teach You To Be Rich’, and ‘Your Move: The Underdog’s Guide to Building Your Business”. In 2023, Netflix released the series ‘How To Get Rich’ with Ramit as its host. In this conversation Ramit and Steven discuss topics, such as: How to define your ‘rich life’ Why buying a house isn’t necessarily a good decision How to invest like a millionaire His 10 rules for becoming rich Where real wealth is created The key character traits of rich people Why most people don’t understand money The truth about investing in cryptocurrency Why becoming rich isn’t necessarily about intelligence You can purchase, ‘I Will Teach You to Be Rich: The Journal’, here: https://bit.ly/44TcwWL Follow Ramit: Instagram: https://bit.ly/3Om30Gw Twitter: https://bit.ly/3NXDNAH Watch the episodes on Youtube - https://g2ul0.app.link/3kxINCANKsb My new book! 'The 33 Laws Of Business & Life' per order link: https://smarturl.it/DOACbook Follow me: Instagram: http://bit.ly/3nIkGAZ Twitter: http://bit.ly/3ztHuHm Linkedin: https://bit.ly/41Fl95Q Telegram: http://bit.ly/3nJYxST Sponsors: Huel: https://g2ul0.app.link/G4RjcdKNKsb Whoop: http://bit.ly/3zNvvop Learn more about your ad choices. Visit podcastchoices.com/adchoices

    VenturusAI's instant MBA & Samantha Wong on identifying soon-to-explode startup markets | E1777

    VenturusAI's instant MBA & Samantha Wong on identifying soon-to-explode startup markets | E1777

    This Week in Startups is brought to you by…

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    Today’s show:

    VenturusAI founder Emanuel Ciciu joins Jason as he dives into the origin story of his new startup before talking about building vertical AI solutions (1:30). Then Blackbird VC's Samantha Wong gives a presentation at Angel Summit about identifying soon-to-explode startup markets (41:53).

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    Time stamps:

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    (1:30) VenturusAI origin story

    (5:20) The evolution of prompt engineering

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    (10:23) The true cost of building on top of a LLM

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    (24:42) VenturusAI path to 100 customers

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    (41:53) Blackbird VC's Samantha Wong on identifying soon-to-explode startup markets at Angel Summit

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    775: BiggerNews: Rent Unaffordability Crosses Dangerous New Threshold w/Lu Chen and Thomas LaSalvia

    775: BiggerNews: Rent Unaffordability Crosses Dangerous New Threshold w/Lu Chen and Thomas LaSalvia
    Rent prices have steadily risen for as long as we can remember. But, few of us would have ever expected the unimaginable rent hikes of 2020-2022. With major metros seeing double-digit year-over-year rent percentage bumps, residents were forced to throw a larger chunk of their income toward housing. Now, with higher rent prices than ever before, America has become “rent-burdened,” and a dangerous threshold has been crossed. What’s causing this rise in rents? Are investors to blame? And what’s a solution that could benefit builders, buyers, and renters? We’ve got Lu Chen and Thomas LaSalvia from Moody’s Commercial Real Estate division to give us their findings. Lu and Thomas’s team have been tracking rent prices carefully, logging which cities have seen the most significant price increases, which are becoming increasingly unaffordable, and what can be done about the problem. With a lack of housing supply and inflation eating away Americans’ income, what can everyday investors like us do? Thankfully, there is a solution to this problem that could help curb unaffordability while presenting a profit for investors. Lu and Thomas go over exactly what would have to happen to return to a normalized, affordable housing market and what’s hurting our efforts to get there. Plus, with rents becoming unaffordable for many young Americans, our Dave duo asks, “Is real estate still safe to invest in?” All that and more in this edition of BiggerNews!  In This Episode We Cover America’s “rent-burdened” status and why prices have crossed a critical threshold  Real estate markets that have seen the largest increase in rent over the past three years Luxury housing and how its development is hurting the effort to increase affordable housing  Whether or not investors are to blame for rents skyrocketing  “Inclusionary housing” and how investors can fill the affordable housing need while making a profit  Whether or not real estate is still safe if renters get priced out of the market  And So Much More! Click here to listen to the full episode: https://www.biggerpockets.com/blog/real-estate-775 Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

    TIP552: Mastering the Art of Investing: A Deep Dive w/ Sam Zell

    TIP552: Mastering the Art of Investing: A Deep Dive w/ Sam Zell
    On today’s show, we have the honor of interviewing legendary real estate investor and entrepreneur, Sam Zell. Sam Zell has an impressive background, having started his career in real estate in the late 1960s. He is the founder and chairman of Equity Group Investments, a leading private investment firm. Over the course of his career, Sam has made many bold moves and investments, earning him a reputation as a savvy and fearless investor. One of Sam's most notable achievements was his role in creating the modern-day real estate investment trust (REIT) industry. He did this by founding Equity Office Properties Trust in 1997, which became the largest office REIT in the United States. In 2007, he sold the company for a record-breaking $39 billion. Joining us today as a co-host is David Greene, an accomplished real estate investor, and host of the BiggerPockets podcast, one of the most popular and highly-rated podcasts in the real estate investing space. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro. 04:49 - How Sam helped pioneer the REIT industry and what improvements he would like to see today 30:42 - What drives him to succeed at 81 years old  35:37 - Why Sam would raise interest rates further if he was the head of the Federal Reserve 49:36 - How Sam thinks through when to buy and when to sell 50:48 - A play-by-play breakdown of how he sold Equity Group Investments to Blackstone for nearly $40 billion dollars 1:06:08 - Why he says “liquidity = value” Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Am I Being Too Subtle by Sam Zell Book Bigger Pockets Podcast Trey Lockerbie Twitter NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel Learn more about your ad choices. Visit megaphone.fm/adchoices

    Stock Market Rally: Fundamentals vs FOMO

    Stock Market Rally: Fundamentals vs FOMO

    The stock market has been on a tear, with the S&P 500 up more than 15% since its October lows.

    But is the rally supported by the fundamentals? Or is it about to go into reverse?

    Do company earnings and valuations justify the buoyant market? Or is it driven by hype around artificial intelligence?

    And in today’s Dumb Question of the Week: Has TINA turned into TARA?

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    Disclaimer

    This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.


    Copyright 2023 Many Happy Returns

    Prof G Markets: Liquidity and Portfolio Management in an Inflationary Decade — With Lyn Alden

    Prof G Markets: Liquidity and Portfolio Management in an Inflationary Decade — With Lyn Alden
    This week on Prof G Markets, Scott speaks with Lyn Alden, an independent analyst and full time investor, about banking regulations, the promises of borderless bitcoin technology, and her three pillar investment strategy. They also discuss the productivity gains of AI, opportunities in mispriced assets, and how commercial real estate is unraveling like a slow motion train wreck. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Inflation vs. Banking Drama

    Inflation vs. Banking Drama
    Which one is Fed Chief Jay Powell weighing more in advance of Wednesday afternoon's announcement about interest rates? (0:20) Bill Mann discusses: - The current state of play in the banking industry - Risks of trouble spreading to other industries - What Jay Powell is (probably) focusing on as he weighs the next decision around interest rates (10:37) Alison Southwick and Robert Brokamp answer your questions about asset allocation, company spin-offs, and bond ETFs. Companies discussed: UBS, CS, WBD Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

    The State of Play: Markets, Economy, and Ukraine

    The State of Play: Markets, Economy, and Ukraine
    Liz Ann Sonders, the Managing Director and Chief Investment Strategist at Charles Schwab, joins Scott to discuss the state of the markets including several mixed signals she’s paying attention to, signs of a recession, and what investors should be thinking about. Follow Liz Ann on Twitter, @LizAnnSonders. We open the show by bringing on Ian Bremmer to discuss the state of the war in Ukraine – roughly one year after Russia’s invasion began.  Algebra of Happiness: the best revenge. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Jimmy Dore On Damar Hamlin Vaccine Theory | Ep. 237 | Part 2

    Jimmy Dore On Damar Hamlin Vaccine Theory | Ep. 237 | Part 2

    In this episode, Patrick Bet-David and Jimmy Dore will discuss:

    • If unions are beneficial 
    • Chelsea Handler promotes a childless lifestyle 
    • Damar Hamlin not wanting to answer heart failure question
    • Realtors finding other jobs because home sale decrease 

    FaceTime or Ask Patrick any questions on https://minnect.com/

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    E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

    E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

    (0:00) Bestie intro!

    (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow

    (17:52) Interest rates impact on mega-cap company creation

    (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues

    (1:02:33) Adani's potential fraud, role of short sellers

    Follow the besties:

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    Referenced in the show:

    https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market

    https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190

    https://fred.stlouisfed.org/series/CIVPART

    https://www.ustreasuryyieldcurve.com

    https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661

    https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

    https://www.google.com/finance/quote/META:NASDAQ

    https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18

    https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10

    https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice

    https://twitter.com/tomloverro/status/1620466827519496194

    https://twitter.com/msuster/status/1620653106387386368

    https://twitter.com/gradypb/status/1620937502248034304

    https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital

    https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y

    https://hindenburgresearch.com/adani

    https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response

    https://www.sec.gov/rules/proposed/2022/34-94313.pdf

    https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774