Oct 8
TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ... Show More
1h 15m
Oct 4
TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they appr ... Show More
1h 17m
Oct 1
TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton’s small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They cover the scale advantages behind Walmar ... Show More
1h 16m
May 2024
Global Macro Update: Bitcoin Bounces 10%, Economy Falters
<p>In this episode, Nik brings us a global macro update, focusing on bitcoin's correlation with the stock market, the US government's intentions on inflation, and recent weak economic data. He presents 18 charts to recap an eventful week in currency markets, what was said at the ... Show More
31m 36s
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
Dec 2024
Bitcoin Is Trump’s Scorecard, Strategic Reserve LIKELY
<p>In this episode, Nik Bhatia and Craig Shapiro explore the ripple effects of Federal Reserve policies, market movements, and the strength of the U.S. dollar under Trump’s pro-Bitcoin administration. They unpack how rising yields, persistent inflation, and tightening financial c ... Show More
35m 3s
Nov 2023
194. The Debt Bubble with Luke Gromen
<p>Join Luke Gromen and Saifedean in a conversation unpacking the theory of dedollarization. They delve into the implications of negative real rates, the gold market, the impact of oil on the global economy, and potential future actions by the Federal Reserve.<br/><br/><b>Referen ... Show More
1h 52m
Dec 2024
Crypto Rundown: Bitcoin $500,000?! The Predictions are in As The Bitcoin Strategic Reserve Gains Momentum
FYI: This was recorded before The Fed Rate Cut MeetingIn this episode, Brendan and Tevo discuss the latest monumental developments in the cryptocurrency market, including Bitcoin reaching new all-time highs, the implications of government relations with the crypto industry, and t ... Show More
45m 8s
Mar 2024
Ep. 594 Exploring Bitcoin's Path: Innovations, Investment, and Regulatory Insights with Alex Thorn from Galaxy
In this episode of Crypto 101 featuring Alex Thorn, head of firmwide research at Galaxy, offers an in-depth exploration of the current state and future trajectory of Bitcoin and the broader crypto landscape. Thorn discusses the resilience and growth of Bitcoin amidst market fluct ... Show More
51m 8s
Dec 2024
Ep. 630 Institutional Interest in Crypto for 2025 with Matt Hougan of Bitwise
In this episode of the Crypto 101 podcast, hosts Bryce Paul and Brendan speak with Matt Hougan, CIO of Bitwise, to discuss the current state of the cryptocurrency market, the impact of recent political changes, and the future of digital assets. They explore the implications of na ... Show More
38m 2s
In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stim ... Show More
