Bullish & Beyond

Brian the Mac Man and JT Knows Things break down a market that’s heating up, with stocks climbing on strong earnings growth and big news like the Anthropic IPO. They dig into why Bitcoin is still lagging while traditional markets push higher, and explore investment opportunities in oil and energy as supply challenges continue to build. The conversation highlights the massive demand for data center...

Brian the Mac Man and JT Knows Things break down the current market landscape, where AI stocks continue driving gains even as early cracks appear in the broader AI trade. They discuss how geopolitical events, including missile attacks in Saudi Arabia, are influencing oil prices and inflation, and why diversification across stocks, crypto, and other assets remains essential. The conversation also c...

Interested to learn more or want to reach out?  Check out our website https://bullishandbeyond.com Brian The Mac Man and JT Knows Things break down the current bullish momentum across stocks and crypto. They highlight strong gains in the NASDAQ, a major rally in altcoins, and growing signs that Bitcoin may be exiting its bear market. The conversation also covers how crypto cycles often move indepe...

Brian and JT break down a market that keeps hitting all-time highs even as global tensions linger. They explore how AI is becoming a critical driver of future GDP growth and why regulation could hit smaller players harder than the big tech giants. The conversation covers the strong demand for AI infrastructure, the importance of profitability for sustained investment, and how money flow and intere...

Brian and JT break down the latest moves across stocks and crypto, with NVIDIA delivering strong earnings and continuing to dominate the AI space. They discuss Bitcoin’s recent volatility, the growing importance of tokenization and privacy in crypto, and how platforms like Morpho are starting to reshape traditional banking with faster, more flexible financial tools. Looking ahead, the hosts dig in...

Brian and JT dig into the current bullish momentum across stocks and crypto, with Bitcoin putting up an impressive multi-year run. They break down key macro indicators, including the Treasury’s buyback program and a concerning yield curve, and discuss why many investors are treating Bitcoin as a debasement trade and potential safe haven. The conversation then shifts to real estate, where the gap b...

Brian and JT dig into the current macro landscape, where rising interest rates are putting real pressure on the housing market while foreign buyers continue driving demand in places like Miami. They explore the energy sector in depth, including supply constraints, the long-term outlook for oil, and how economic pressures on Iran could affect global reserves and prices.  The conversation also cover...

Sponsored by - https://mattbrandenburg.com/ Matt brings long-term hands-on experience to SEO, paid media, local search, digital strategy and practical AI systems. The work stays grounded in clear decisions, direct communication and evidence the business can verify. Brian and JT break down the current macro environment and why markets remain volatile despite strong tech performance. They analyze NV...

Sponsored by: https://mattbrandenburg.com/ Brian and JT break down the current market volatility, where fluctuating oil prices and geopolitical tensions (including developments around Iran) are creating uncertainty across stocks and crypto. They analyze how these macro forces are affecting everything from energy costs to broader economic sentiment, while also discussing the Federal Reserve’s trans...

Brian and JT break down the latest market moves, with Rocket Lab stealing the spotlight after its major acquisition of Iridium Communications. They discuss how this deal strengthens Rocket Lab’s position in satellite communications and why vertical integration is becoming critical in the space industry. The conversation also tackles broader macro concerns — persistent inflation, rising component c...

Brian and JT break down the current chaotic market environment where we’re hitting all-time highs even as geopolitical tensions and war updates create constant uncertainty. They discuss the fragile agreements in ongoing conflicts and how these events are rippling through oil prices, stocks, and broader market sentiment. The conversation shifts to big-picture opportunities, with SpaceX highlighted...

In this episode of Bullish and Beyond, the host explores the future of technology and investing through the lens of first principles thinking. They break down why this approach is so powerful for cutting through hype and finding real innovation in areas like AI, blockchain, and quantum computing. The conversation covers timely investment themes including SpaceX’s valuation and potential IPO, the g...

Brian and JT break down the current macroeconomic landscape and how geopolitical tensions continue creating both risks and opportunities across global markets. They analyze rising bond yields, oil price volatility, shifting consumer behavior, and what higher interest rates could mean for housing and the broader economy. The conversation then turns to high-conviction investment themes, particularly...

Brian and JT break down the current macro environment and why things feel increasingly uncertain. With interest rates staying elevated and geopolitical tensions showing no signs of cooling off, markets are navigating a complex web of risks. The conversation digs into the future of the US dollar as the world’s reserve currency, the importance of the petrodollar system, and how moves by China, Russi...

Another episode riding the current wave of bullish momentum in both stocks and crypto. The conversation highlights explosive growth in AI, with special attention on Rocket Lab’s impressive run and Elon Musk’s latest strategic chess moves. They also break down why Claude AI feels like it’s pulling ahead of ChatGPT in real user experience. A big highlight is the launch of the new Crypto Fundamentals...

Follow Paul - https://www.linkedin.com/in/pauljellison/ In this episode of Bullish and Beyond, Brian sits down with Paul Jellison from Google for a deep dive into the current state of AI. Paul shares valuable insights on Google’s leadership in frontier models like Gemini, the evolution of their custom TPU chips, and how the company is pushing the boundaries of what’s possible in artificial intelli...

In this episode of Bullish and Beyond, JT, Brian and his daughter Kaptain discuss various topics including the importance of business ownership, the transition of leadership at Apple, the performance of Bitcoin, dynamics in the oil market, and Tesla's recent earnings report. They emphasize the significance of teaching financial literacy to children and explore the future of technology and inv...

Brian and JT dive straight into the chaos shaking the markets right now. The situation in the Strait of Hormuz has everyone on edge. Mines are everywhere, ships are getting blocked and unblocked, and Iran could disrupt nearly 45% of global oil supply. They explore how this energy crunch could trigger second and third-order effects, especially for Japan’s massive carry trade. That could push up int...

Brian and JT break down the latest market moves as geopolitical tensions continue to shake things up. With the recent Iran ceasefire still fragile, ongoing conflicts in Lebanon and beyond are keeping investors on edge. They dive into how these events ripple through stocks, oil markets, and even crypto, including the surprising fact that Iran has been mining roughly 5% of the entire Bitcoin network...

Brian and JT break down the current market mood with geopolitical tensions running hot and energy markets feeling the strain. They look at how conflicts in the Middle East, especially involving Iran, are shaking global supply chains and pushing energy prices higher. Natural gas and broader energy disruptions are creating real economic pressure, while leverage has largely left the system after rece...

The macro picture feels heavy right now. Stocks and crypto are grinding through a clear downturn, with sentiment souring on everything from sticky inflation and softening jobs data to fresh geopolitical flare-ups. Oil prices have spiked hard amid escalating tensions squeezing global energy costs and adding fuel to inflation worries. Black swan risks are front and center, making investors rethink r...

Nvidia holds a commanding 85-92% share of the high-end AI chip market, making it the clear leader as demand for compute power keeps surging across industries.  Apple is weaving AI deeper into everyday devices, expect big changes in how people interact with tech through smarter wearables.  But headwinds are building: consumer debt has smashed records (credit card balances topping $1.28 trillion), p...

AI is flipping the software world upside down—making development faster, cheaper, and way more competitive than ever before. We're seeing agentic AI and multiagent systems take hold, where businesses might soon "hire" autonomous agents to handle workflows instead of traditional coding teams. Integration hurdles are real though: plugging these tools into legacy systems isn't smo...

Tech stocks are feeling the heat lately, big swings driven by Fed policy shifts, liquidity squeezes hitting leveraged players hard, and broader market jitters. Apple's crushing it with record cash flow proving its resilience even in choppy waters. We dig into Trump's economic playbook, including heavy capital printing during his term that's still rippling through everything from rat...

Brian and JT break down where stocks and crypto sit right now—Tesla is shifting focus from just cars to energy storage and robotaxis, which could unlock massive upside beyond traditional sales. Apple is clawing back share in China despite the noise, and Nvidia just doubled down with another $2B into CoreWeave, showing real confidence in AI compute exploding. Bitcoin's been stuck sideways in a...