May 30, 2023
In this episode we discuss the recent discussion around the debt ceiling and why it matters, also why it doesn't matter. We discuss the implications of default and what it means for the long term of the U.S. Sovereign Debt. What would have to happen for the U.S. to get the debt problem under control and will that ever...
May 19, 2023
Today we discuss recent retail earnings in the U.S. the lower-than-expected guidance from Home Depot and strength from Walmart and Target. We also discuss the Bitcoin 2023 conference and the current state of Bitcoin. We discuss China's retail sales and Industrial Output and how it came in under expectations. Nate...
May 5, 2023
We start the podcast by discussing Eli Lilly and its strong performance year-to-date as well as two promising drugs that they are releasing. We weigh the pros and cons of buying the stock and then dive into the recent decision by the FED to once again raise interest rates in the face of financial turmoil in the...