Stop Fighting Reality: Why the Blue Pill Wins...

Arman reveals his new portfolio: 35% cash, heavy gold position, energy stocks—and why he sold all Bitcoin at $??K. Meanwhile, Eric explains why he almost flipped a table at a sushi restaurant over a DoorDash order gone wrong.This week: A live portfolio breakdown, the Strait of Ho ...  Show more

Are we heading toward a future where the government "nationalizes" AI models? In this episode, we explore the high-stakes intersection of defense, finance, and the "nationalization" risk facing frontier AI companies.Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://l ...  Show more

On episode 426 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss why the stock market is getting boring, S&P 493 vs. the Mag 7, are small caps dead, it's tough being a contrarian, healthcare stocks are cheap, the K-shaped food ...  Show more

On today’s episode, Clay is joined by Lyn Alden to discuss fiscal dominance and its implications for investors. While many value investors claim that following the macro environment isn’t all that important, Lyn makes the compelling case that fiscal dominance has a considerable i ...  Show more

On episode 385 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Warren Buffett's massive cash pile, the performance of the average stock this year, the Polymarket whale, markets in everything, Twitter replies now and then, the cost of college is going down, Bitcoin is ...  Show more

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by John Burrello, Senior Portfolio Manager at Invesco to discuss: their Income Advantage suite of ETFs, how options work, ...  Show more