Oct 29
TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could ... Show More
1h 26m
Oct 25
TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has nearly doubled, gross merchand ... Show More
1h 18m
Oct 22
TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley follow up last year’s TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the world. With roughly 50,000 commercial and 30,000 military engin ... Show More
1h 12m
Jun 2022
Guest Appearance: ReSolve Asset Management & Jeff Snider [Ep. 252, Eurodollar University]
<p>Jeff Snider explains how the global currency and monetary systems actually work, the origins of the Eurodollar system, Triffin’s Paradox and the breakdown of the Bretton Woods System, the stampede towards prime collateral at all costs, the importance of sentiment and why the m ... Show More
1h 29m
Jun 2023
Something, Somewhere, Is Going to Break w/ Jeffrey Snider
Jeffrey Snider, host of Eurodollar University, joins Raoul to examine the current state of the Eurodollar market, weaving together a cohesive narrative of why it matters to the most pressing issues investors face right now. Recorded on May 22, 2023.
Learn more about your ad choic ... Show More
1h 2m
Oct 30
You're Wasting Your Life for FAKE MONEY: THE US DOLLAR IS A LIE - DATASETS 👽
In this podcast episode, Luke Belmar & Colin Yurcisin delve into the history and current state of the monetary system, discussing the role of debt, the removal of the gold standard, and the introduction of central bank digital currencies. They critique the banking system and the ... Show More
15m 36s
Dec 2021
We're Headed for a Monetary Crisis. That's a Fact | Peter Schiff
<p>Today’s guest is Peter David Schiff, an American stock broker, financial commentator, and radio personality. He is the CEO and chief global strategist of Euro Pacific Capital Inc., and the host of his podcast “The Peter Schiff Show.” In this episode we discuss why Peter thinks ... Show More
1h 31m
May 2022
Is This The U.S Dollar End Game? | Brent Donnelly
Blockworks is proud to present a new podcast with Alfonso Peccatiello, co-host of “The Macro Trading Floor.” Each week on “Boiler Room,” Alf interviews the top names in finance to help you maneuver markets.
In the debut episode, Alfonso is joined by Brent Donnelly, president of S ... Show More
33m 27s
Oct 2022
Breaking Down the Dollar's Rise
What’s behind the volatility in the currency markets—and how much higher can the dollar go? In the latest episode of Exchanges at Goldman Sachs, Kamakshya Trivedi, Head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy, discusses what a surging US dollar an ... Show More
19m 33s
IN THIS EPISODE, YOU'LL LEARN:
02:14 - What the Eurodollar is exactly.
06:32 - What the Petrodollar is and why Jeffrey thinks it’s illusory.
13:59 - How the global monetary system actually works, according to Jeffrey’s research.
38:00 - Why the Russian Ruble is rising, despite being cut off from the swift system.
42:19 - Why the dollar continues to rise ... Show More
