IN THIS EPISODE, YOU’LL LEARN:
01:18 - How Sven sees the current macro set-up.
10:18 - Will the central banks keep tightening until something breaks?
21:35 - What will the next round of stimulus look like from a size standpoint?
25:31 - Why have the rates come up so quickly and is that the reason why nothing has broken yet?
39:57 - Sven's thoughts on te ... Show More
Sep 6
TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley
Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber’s operating profits have roughly doubled, free cash flow has climbed to about $10 billion a ye ... Show More
1h 6m
Dec 2020
21. Central Bank Digital Currencies, the Small Reset, and was Hayek a shitcoiner?
<p>In today’s seminar we discuss Central Bank Digital Currencies and what they mean for Bitcoin. What are the likely contours of a new global monetary system, in the wake of the global economic crises? Finally we examine Hayek’s proposal for competing currencies and whether it ma ... Show More
1h 36m
Jan 2024
Dividend Growth Stocks, BTC ETF Analysis, and Trump's Iowa Sweep: Insights from 'Money Moves' Podcast | Money Moves
<p>This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF an ... Show More
46m 47s