We Talk Money

Today we're talking about a question that sounds extreme until you look at the incentives: Has the U.S. stock market become so central to retirement and political stability that policymakers can't allow it to stay down for long? Also, you'll learn: Why microchip stocks might continue to carry the economy and markets What are the implications of agentic trading robots? Is bitcoin going to cut the b...

In this episode, I sit down with Andrew Walker for a deep dive into one of the market's most controversial companies: Strategy (formerly MicroStrategy). We break down whether Strategy deserves to trade at a premium to its Bitcoin holdings, the hidden risks inside its capital structure, why Andrew is bearish on the common stock but long the preferred shares, and what investors may be missing about...

In today's episode, we're talking about the hidden cost behind two of the biggest market stories right now: Bitcoin leverage and artificial intelligence. Strategy's preferred and common stocks are selling off, and people are asking whether Saylor's Bitcoin machine is actually breaking. Is this real structural risk, or is the market panicking over bad assumptions? At the same time, Apple is raising...

This week's We Talk Money is about a simple shift… Speculative attention has moved. Bitcoin is still central to the market story, but the easy crypto dopamine trade is not the main show right now. Capital is chasing AI infrastructure, frontier IPOs, leveraged products, and anything that gives investors a faster scoreboard. We debate four questions: Is the Strategy / STRC panic overblown, or is thi...

Stocks and bitcoin are up nearly 30% since the March lows… But the economic data suggest something might be broken. So, is this boom market just getting started or running out of steam? You'll learn: Why are tech stocks still ripping to all time highs? How will Trump's visit to China impact markets? Is bitcoin finally breaking out of its bear market? And much more! Submit a question for the show a...

This week we saw market react strongly to the war in Iran… With oil spiking and risk assets selling off. In today's episode we look at the fallout from global conflict and the "tech wreck" from AI. You'll also learn: What is the most likely path for bitcoin in 2026? How will booming oil prices impact inflation? Is software REALLY dead? And much more! Submit a question for the show at https://www.w...

Metals went parabolic… then crashed hard today. Now everyone's asking — is it Bitcoin's time to shine? In this episode, we break down the wild action in gold and silver, Bitcoin's underperformance, and what it all means for the "debasement trade." You'll also learn: Why gold and silver reversed so fast Whether Bitcoin can finally catch a bid What AI stock volatility says about market sentiment And...

2025 is coming to a close, and we're getting ready for some volatility next year! So in this episode, we cover what we're trading right now and why… And we look at some of our biggest wins and losses of 2025. You'll also learn: Why bitcoin is red on the year when everything else is up How the AI boom and bust could impact markets What are the biggest themes of 2026? And much more! Submit a questio...

Well, it's official… NYC has just elected a socialist as its mayor. And investors are wondering - what does this mean for the future of capitalism in the US? You'll also learn: Why finance jobs are fleeing NY for Texas (and the new stock exchange) Is the macro bitcoin trend over or about to make a run for all-time highs? Are strong earnings enough to hold up the stock market now? And MUCH more! Su...

Gold has been going straight up for 9 weeks in a row… And price action has gone parabolic. In today's episode, we analyze the relationship between gold and bitcoin… And explain a gold short trade idea. You'll also learn: How gold's bull market could lead to a bitcoin run Why stocks continue to grind higher despite fear What earnings season looks like so far And much more! Submit a question for the...

It's no secret that stocks, crypto, and gold are killing it in 2025… But only a few segments have been outperforming. So in today's class we're going to talk about lessons learned from some of our biggest gainers and losers. You'll also learn: Why are stocks up when employment is deteriorating? How does the government shut down impact markets? Will we see a big altcoin season or a trap? And much m...

Bitcoin, stocks, and gold have been in multi-year bull markets… But is the bubble about to burst? The data is looking interesting to say the least. You'll also learn: Are sky-high valuations for stocks signaling a top? Is AI over-hyped and under-performing? Will the bitcoin market cycle continue? And we answer a BUNCH of questions! Submit a question for the show at  https://www.wetalkmoney.com

Stocks and bitcoin are down today… But have been CRUSHING 2025 so far. Many people have made life-changing money this market cycle and are wondering… "How much bitcoin is TOO much for your risk tolerance?" So today we dive into the markets and different ways to build wealth.   You'll also learn: How are corporate earnings impacting markets? Will bitcoin buck the 4 year market cycle trend? Is infla...

Since bitcoin recently hit our multi-year target of $120k, people are asking… How much further can this bull market go? So in today's episode, we're looking at what caused the breakout and how crazy things could get. You'll also learn: Is bitcoin taking on a life of its own - or just following stocks? Will the recent inflation uptick cause a pullback? Why does the market keep shaking off bad news?...

Since our last We Talk Money episode: Stocks are up about 30%… And bitcoin is up over 40%. So, what caused this massive capitulation and trend back towards all-time highs? In today's episode, we dive into: Was the height of the tariff war likely "The Bottom"? Who's eating up bitcoin's supply? Is the consumer suffering or thriving? And much more! Submit a question for the show at  https://www.wetal...

We've seen the fastest selloff in stock markets since the covid crash… And investors are all wondering - "How screwed are investors, markets, and economies?" So, in this episode we're walking you through the risks and opportunities of this year's trade war. You'll learn: What are the bear and bull case outcomes for this tariff battle? Why are bond yields skyrocketing? Are we buying the dip? And mu...

Volatility has been the word of the month… And investors are wondering if this is "The End" or a big ol' bear trap. You'll also learn: What could cause an upside pain trade? Is Tesla doomed or ready for a boom? We cover Gold, Chinese stocks, and more!   Submit a question for the show at  https://www.wetalkmoney.com

The tariff battle has been heating up, and macro indicators are deteriorating… So is this the end of the bull market, or just a blip on the radar? You'll learn: Why has GDP taken a sharp dive? What caused bitcoin and stocks to pull back to 200 moving averages? How can we find opportunity in this market? And much more! Submit a question for the show at  https://www.wetalkmoney.com

Stocks and bitcoin are holding up despite fearful market sentiment… And we're in hunting mode! You'll learn: Why this is a stock picker's market Which way will bitcoin break outside of this range How can we protect our wealth if things crash? And much more! Submit a question for the show at  https://www.wetalkmoney.com

This week we saw some huge panics (and rebounds) thanks to the Chinese company, DeepSeek AI. Also, bitcoin and stock indices are testing all-time highs… again. So today we're looking at the key risks and opportunities in this multi-year bull market.   You'll also learn: Why market sentiment is split down the middle right now What trade setups we're taking (and avoiding) How will Trump reward or pu...

Welcome to 2025! After 2 huge years in 2023 and 2024, the big question is… Will we see a 3rd green year in a row, or is a recession going to pull us down? You'll learn: Why are rates climbing and will they spook markets? How does bitcoin look with a Trump presidency? Will this year be the year of AI domination? And much more! Submit a question for the show at  https://www.wetalkmoney.com

This week has been crazy with memecoin madness, microstrategy becoming the most traded stock in the US… And bitcoin getting close to $100k! Join us as we look at the markets and answer your questions! Submit a question for the show at https://www.wetalkmoney.com

This week has been crazy with memecoin madness, microstrategy becoming the most traded stock in the US… And bitcoin getting close to $100k! Join us as we look at the markets and answer your questions! Submit a question for the show at  https://www.wetalkmoney.com

Last night we saw a decisive Trump victory in the United States presidential election and bitcoin in stocks have been testing new all-time highs. So in today's show, we explore what this means for investors going into 2025.. Submit a question for the show at  https://www.wetalkmoney.com

Stocks, gold, and bitcoin sitting close to all-time highs right before the US election… But analyst have been warning of a recession and market crash for months. So, why are things getting "frothy" now? In this week's We Talk Money episode, we take a look at the data to look for risks and opportunities. You'll also learn: What are the election betting odds saying for bitcoin's future? How are unem...