IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:31 - How Inflation has been winning the tug of war with Deflation, but not for long.
23:58 - The importance of the velocity of money.
29:12 - How supply chains have evolved and who we’ve ended up where we are.
55:18 - How China’s power has peaked.
57:26 - The need for sound money.
And much, much more!
Disclai ... Show More
Nov 8
TIP859: Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley return to Mercado Libre (NASDAQ: MELI), a holding in The Intrinsic Value Portfolio. The “Amazon of Latin America” just reported its 31st consecutive quarter of revenue growth above 30%, a streak no company of its size has ever matched, with reven ... Show More
1h 4m
Nov 1
TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Novo, until recently the most valuable company in Europe, now priced as if its obesity franchise is a melting ice cube. Stig pitches S&P ... Show More
1h 27m
Nov 2021
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast 30:45 Rivian's >$100B valuation, greatest CNBC hit of all time 42:06 Inflation: reacting to the C ... Show More
1h 32m
Today
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
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current valuation outlook, government as capital allocat ... Show More
1h 21m
May 2023
Skanda Amarnath & Michael Gayed: Unraveling the Fiscal Policy-Inflation-Asset Prices Nexus
<p>In this captivating podcast, we dive into an in-depth Skanda Amarnath interview with Michael Gayed, where they discuss the most crucial upcoming catalysts and inflection points shaping the economy and financial markets. Skanda Amarnath, an accomplished economist and the Execut ... Show More
51m 31s