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On today’s show we discuss:

  • Netflix’s most popular shows
  • The tech wreck
  • Is a recession bullish for tech stocks?
  • Are we headed for a recession?
  • US IPO slump
  • Kalshi inflation bets
  • Gas hits record highs
  • Uber adds fuel surcharge
  • Treasury yields rebounding
  • 8% of homes > $1,000,000
  • AMC buying a gold miner
  • The nickel market disaster
  • JPM is the biggest nickel counterparty
  • Employees quitting to earn more
  • 1/3 Americans have a side hustle

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Transcript here:

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Recommendations:

  • The Tourist
  • Turning Red
  • The Adam Project
  • Licorice Pizza
  • Batman
  • Time Ferriss and Boyd Vardy
  • Our Thing
  • Den of Thieves
  • Broadcast News

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