value investing world of Warren Buffett and Charlie Mer that's completely dead. Take a listen to Mel's thoughts here. >> And I think the whole Warren Buffett Ben Graham era of investing is over.That worked great during the 40-year period where interest rates were going down. That's exactly what you wanted to do was think like Warren Buffett and you were going to do great. And I don't think it's a surprise that when he announced his retirement that Berkshire Hathaway is not anywhere near where it was that da ...

Recession Outlook - Jordy Visser believes there is no possibility of a recession due to government and Fed intervention preventing massive job losses [2] - Nominal GDP is growing at 3%, supported by revenue growth for companies and the buildout of AI [3][4] - The economy is undergoing a significant change with consumption driven by healthcare, alongside growing industrial needs in power, pumps, batteries, and solar [7][8] Oracle's Performance - Oracle's stock surged 41%, reaching a market cap of $954 billion [8] - Larry Ellison owns 43% of Oracle, valued at $410 billion [9] - Since 2011, Oracle has spent $155 billion on buybacks, reducing shares from 5 billion to under 3 billion [9] Open Door's Strategy - Open Door hired a new CEO from Shopify with a $1 per year salary, incentivized by stock appreciation [10][11] - The new CEO could potentially earn $6 billion if the stock reaches $82 a share [11] - The company aims to become lean and drive more revenue with the new leadership [13][14]

Retail Activism & Investment - Retail investors successfully campaigned for change at Open Door, leading to a new CEO and two new board members within 60 days [2][8][10] - The campaign is considered one of the most successful in recent history, highlighting the power of the retail investment movement [8][11] - Open Door hired Cass, the COO of Shopify, as the new CEO, and Keith Ra Boy and Eric Woo rejoined the board [9] - Retail investors identified Open Door as significantly undervalued, trading at a market cap of a few hundred million despite billions in revenue [5] - A hedge fund manager, Eric Jackson of EMJ Capital, predicted a nearly 160x appreciation in Open Door's stock price [4] Inflation & Economic Commentary - US inflation rose to 2.9% year-over-year in August, up from 2.3% in April, driven by higher food, gas, and shelter costs [14] - True inflation is reported at only 2.03% [15] - The speaker believes tariffs are not the primary driver of inflation, arguing that inflation can only be created by the government printing more money [19][20] - The Fed is poised to cut interest rates in September, prioritizing the labor market over potential inflation [18] Societal Commentary - The speaker mourns the attack on Charlie Kirk and emphasizes the importance of free speech and open dialogue [22][23][29] - The speaker reflects on the somber anniversary of September 11th, highlighting the importance of American values and unity [31][35] - The speaker encourages listeners to be good people, contribute to society, and uphold American values [36][37][38]

Recent report from Moody's states that 33% of states in the US they are already in recession territory. It looks like Texas, California, Florida, New York, and North Carolina are responsible for majority of the economic growth happening right now. It makes sense the economic growth happening in these areas because of the tech sector.But the fact that we're not seeing growth in other states, that's less than ideal. So, add in the fact that the S&P 500's price to book value is now higher than it was in the 20 ...

Market Trend & Prediction - Bitcoin has experienced a 3% decrease over the last month, but is up 20% since the start of the year [1] - Fundrete's Tom Lee predicts Bitcoin could double by Christmas, potentially reaching $200,000 before year end [2] - The analysis suggests a potential increase of approximately $2 trillion in Bitcoin's total market cap in around 100 days [3] Key Factors & Analysis - Bitcoin and cryptocurrencies like Ethereum are highly sensitive to monetary policy, with September 17th identified as a potential catalyst [2] - Crypto assets typically perform well in the fourth quarter [2] - Bitcoin is considered the most sensitive macro asset to global liquidity conditions [3] - A potential interest rate cut by the Federal Reserve in September is expected to positively impact Bitcoin's value [4]

Market Trends & Cryptocurrency Analysis - Bitcoin's potential to double by Christmas is highlighted, with a price target of $200,000 based on monetary policy catalysts [4][5] - Ethereum and Solana have outperformed Bitcoin in the last month, with increases of nearly 10% and over 20% respectively, indicating broadening Wall Street interest in altcoins [10] - Treasury companies focused on altcoins, such as Ethereum and Solana, are gaining traction, with examples like 8CO Holdings seeing a 30x increase in share price [11][12][13] - Wall Street is increasingly interested in crypto-related companies that provide cash flow and yield, moving beyond just holding coins [17][18][19] Economic & Financial Commentary - The traditional value investing approach of Warren Buffett may be outdated due to the shift in interest rate environments [21][22][23][24][25][26] - Central banks are expected to be pressured by governments to lower interest rates, potentially benefiting assets like gold and Bitcoin [28][29][30][31][32] - A significant jobs revision revealed a loss of 911,000 jobs previously reported, impacting the average monthly job gain [34][35] - Companies are becoming more efficient due to technologies like AI, driving revenue and profits despite job losses [38][39][40] Investment Strategies - Gold and Bitcoin are suggested as valuable assets to hold in a portfolio, especially in a low-interest rate environment [32][34]

We're entering what I call a crazy uncle market. It's where people who own gold, Bitcoin, guns, and land, they're going to do very well. Everyone's had the same experience at some point in their life.You sit down at dinner for Thanksgiving, Christmas, maybe it's at a family reunion. One thing leads to another, and the crazy uncle starts explaining his political views. The rant almost always ends with some sort of bold prediction that the US government's demise and a plea for everyone at the table to buy a c ...

AI and Productivity - The tech sector is experiencing skyrocketing output alongside contracting employment, a phenomenon unseen in the past 60+ years, indicating increased efficiency [3] - Companies like Coinbase report approximately 40% of their daily code is AI-generated, aiming for over 50% by October [4] - Eight CEO Matteo Franchesy stated that 48% of their data team's code is AI-generated, with rapid AI adoption across the company [5] - Junior roles are declining by 23%, while senior roles are increasing by 14%, suggesting AI is benefiting experienced engineers [7] Economic Outlook - Moody's reports that 33% of US states are already in recession territory [8] - Texas, California, Florida, New York, and North Carolina are responsible for the majority of current US economic growth [8] - The S&P 500's price to book value is higher than during the 2000 dot-com bubble [10] - The odds of a recession on Poly Market have fallen from 65% in May to 8% currently [13] - Nominal GDP has been above 45% for 5 years straight [19] Monetary Policy - There have been 88 rate cuts worldwide year-to-date, the most since 2020, potentially leading to the third-fastest global cutting cycle on record [12] - The Federal Reserve is expected to join the global rate cut cycle [12] Education and Future - The average US student is four full academic years behind the average student in China [24] - A seventh-grade student in the US performs at the same academic standard as a third-grade student in China [24] - Individuals should reject complacency and focus on figuring out their own path in life [27]

Investment Strategy - Most companies are hesitant to allocate a majority of their balance sheet to Bitcoin due to perceived risk or novelty [1] - A more realistic approach is allocating 1% of a company's balance sheet to Bitcoin [2] - Companies like Microsoft, Google, and Apple have experienced a decrease in balance sheet purchasing power ranging from $14 billion to $21 billion since 2020 due to inflation [2] Potential Gains - Allocating 1% of treasury to Bitcoin in 2020 could have resulted in treasury gains of $14 billion to $29 billion for each of the mentioned companies [3] - This represents a potential swing of $25 billion or more for each company with only a 1% allocation [3] Future Outlook - The percentage of companies allocating to Bitcoin is expected to increase over time [4]

Market Trends & Geopolitical Shifts - Gold's share of global international reserves increased by 3 percentage points in Q1 2025, reaching 24%, the highest in 30 years [1] - Gold prices have risen nearly 70% since the start of 2024 [1] - Central banks are increasing gold reserves while decreasing dependence on US dollars [1] - Retail investors are buying gold and Bitcoin to leverage sound money properties [1] - Potential shift to a multi-polar world order due to US policies isolating Russia and imposing tariffs [1] Investment Opportunities & Risk - Gold is experiencing historic levels of demand [1] - Investors should pay attention to changing global dynamics [1]