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Today’s Talk Your Book is presented by Groundfloor:

Download the Stairs app here and check out our discussion with Groundfloor CEO Brian Dally.

We discuss:

  • Why this market is like the Go-Go years
  • Will there be a recession in the second quarter?
  • Warren Buffett is washed up, LOL
  • Grantham is bearish. Seriously this time
  • Grantham in 2013
  • 18 charts that explain the economy
  • Bitcoiners are underwater
  • Bitcoin is not an inflation hedge…
  • …Or is it?
  • Great Quartr, guys
  • P&G earnings
  • United Airlines earnings
  • Netflix earnings
  • Netflix 2018 versus today
  • Peloton hires McKinsey

Listen here:

Transcript here:

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Recommendations

  • Ozark
  • YellowJackets

Charts:

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