Jim Thorne joins Mark Moss to explain why the long end is normalizing, not crashing the market, why Warsh is wrong to hike into a supply shock, and why supply-side growth can stay strong without reigniting inflation.
They discuss AI CapEx that does not care about rates, stablecoins and Operation Twist bringing the ten-year toward 4%, why banks are fighting a ... Show More
Yesterday
Julian Figueroa: From -$30K to Almost a Million at 22
Julian Figueroa joins Jake Roque to explain why Gen Z is heading into a neo-renaissance, why first-time homebuyers are now 38, and why the ceiling on building wealth from skill has been removed. They discuss outsmarting the subscription trap, his path from –$30,000 to nearly a mi ... Show More
1h 22m
Oct 7
AI Agents Could Start the Next Bank Run
Julia Duzon joins Mark Moss to explain why the next bank run may not look like a panic, why banks are sitting on even bigger losses than in 2023, and why cheap deposits are the real fight behind the Genius Act. They discuss the SVB and First Republic collapse, fractional reserve ... Show More
51m 59s