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- AATHMAA ALGO — Advanced User Manual & Trading Guide
- Animal Spirits: Everywhere Millionaires
- Animal Spirits: The Wobbly House of Cards
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Animal Spirits: Everywhere Millionaires
On today's show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring inve...
Animal Spirits: The Wobbly House of Cards
On today's show we discuss the interconnected hyperscalers, AI's risk to the economy, the chart of the year, Nvidia's valuation, Meta's personal assisstant, $186 trillion in househ...
Animal Spirits: Are Free Markets Dead?
On today's show we discuss the Treasury bond buybacks, Stanley Druckenmiller's op-ed, the real government debt risk, the most hated asset class in the world, why Bitcoin woke up, t...
Animal Spirits: Sudden Wealth Syndrome
On today's show we discuss what can stop the hyperscalers from spending, why the stock market is neat all-time highs again, speedball capitalism, how capex cycles work, it's a high...
Animal Spirits: The Next Michael Burry
On today's show we discuss the AI debt binge, no recessions for the rest of the 2020s, Kevin Warsh thoughts on the economy, the dead cat bounce in software stocks, bull market M&am...
Spirit Messages Through Signs And Synchronicities
Many people go through life without ever realizing that their spirit guides, ancestors, and deceased loved ones are communicating with them on a regular basis. Spirit is constantly...
Animal Spirits: It’s a Bloodbath
On today's show we discuss AI debt concerns, Coreweave's Rocky IV moment, the 2020s appetite for risk, the Railway boom analogy, carnage under the surface of the stock market, the...
The Small Point That Says “I”
“The Kabbalists tell us about free choice. They do not conceal the fact that we are animals. What does “animals” mean? It means having no…Continue reading on Medium »
Animal Spirits: Will Higher Rates Kill the Stock Market
On today's show we discuss the stock market has an excuse to sell off, valuations are falling across the board, the cause of the next correction, 5% bond yields, the worst bond mar...
Animal Spirits: How to Talk To Your Clients About Ray Dalio
On today's show we discuss AI human extinction fears, the biggest AI risks, why things go viral, why the stock market is so confusing right now, how to think about bearish hedge fu...
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