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Jun 2023
46m 34s

6-2-2023 – Is It Realistic to Expect an ...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
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Today
Are Prediction Markets Legal? The Kalshi Lawsuit and What It Means for Investors
New York just sued prediction market platform Kalshi, calling it an illegal gambling operation — even as sophisticated traders pour into these markets using AI bots and advanced data strategies. We examine what prediction markets tell us about information pricing and whether they ... Show More
44m 29s
Yesterday
The GLP-1 Ripple Effect: How Obesity Drugs Are Reshaping Logistics, Healthcare, and Supply Chains
The explosive growth of GLP-1 obesity drugs is creating a massive cold storage logistics boom, with FedEx, UPS, and DHL racing to build out healthcare supply chain capacity in a market they can't afford to miss. We explore the second and third-order investment opportunities that ... Show More
45m 44s
Aug 1
Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing
Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment impli ... Show More
45m 5s
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