IN THIS EPISODE, YOU’LL LEARN:
01:22 - What is happening between the United States and China with chip manufacturing?
04:55 - Is the FED being weaponized against Russia and China?
23:11 - What should people expect in the energy sector moving forward?
29:54 - Zoltan Pozsar's quote about commodity-backed money.
31:36 - Who's actually buying UST right now? ... Show More
Apr 23
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Z ... Show More
1h 37m
Apr 19
TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
On today's episode, Clay is joined by Daniel Mahncke to discuss the companies they find most interesting in today’s market. They discuss Mercado Libre’s long-term growth potential, Amazon’s expanding earnings power driven by AI and robotics, and how AI could impact Constellation ... Show More
1h 25m