Cliffs’ Notes: 1) Kamala supported a wealth tax and tax on unrealised cap gains in 2020 2) Harris also got zero delegates in the 2020 primary 3) MAG7 headed for a 20-30% or more drawdown eventually 4) shift from growth to value is real and will continue 5) Bernie Williams hung like a horse 6) George Brett came running out of the dugout like a “fire elemental” in the famous “Pine Tar” incident 7) easier to play electric than acoustic guitar. Did I miss anything? Q. Was George Brett eventually awarded that home run that was nullified due to the pine tar incident?🤷♂️ Thanks guys!
I was so disappointed when that happened. Huge mistake. Miss seeing both of you on RV. I'm a big RV fan, and a member, but I am not sure I like all the recent changes. Seems like they have eliminated progrramming and replaced it with "community". In other words, the members just talk to each other instead of listening to the experts.
Thanks again Tony - Question for next episode: If you and Jared managed an ETF with the stock symbol INXS what would be your top 5 holdings?
We're going to answer this in Macro Dirt #6.
If you could do W.A.S.P as well would be great thanks
I love the dynamic between the two of you. Excellent rapport and complimentary approach to markets.
Great feedback, Charles. Thanks.
the best 30 minutes of the week as usual. Catch a good read here on the impact of keynesian policies.
https://themacrobutler.substack.com/p/fiscal-dominance-steers-bankers-wars
Oh by the way I wrote a bearish note on Nvidia some weeks ago. I was probably too early but the time to SHORT NVIDIA is here...
https://themacrobutler.substack.com/p/dark-pooled-artificial-accounting
This got me out of bed on a cool winter's morning. Thanks for putting the time in gents to make this another banger.
One of the best parts of my week! Love these talks
you're the best!
TG that Brett Pine tar brought back so many memories and a question…is he Portnoy’s father…
Richard Dennis
Great Podcast I thinks it’s great that you transition from stocks to baseball like a Mustang going from 2nd to 3rd gear. Thanks
Cliffs’ Notes: 1) Kamala supported a wealth tax and tax on unrealised cap gains in 2020 2) Harris also got zero delegates in the 2020 primary 3) MAG7 headed for a 20-30% or more drawdown eventually 4) shift from growth to value is real and will continue 5) Bernie Williams hung like a horse 6) George Brett came running out of the dugout like a “fire elemental” in the famous “Pine Tar” incident 7) easier to play electric than acoustic guitar. Did I miss anything? Q. Was George Brett eventually awarded that home run that was nullified due to the pine tar incident?🤷♂️ Thanks guys!
great recap.
Fyi this was good from Portnoy re the Biden withdrawal https://x.com/stoolpresidente/status/1815439295643009381?s=46&t=ZIHkba2aURt0dhq_tDWqWQ
Great one yet again. Amen to Jared’s prognosis re whitewashing Harris’ career and 2020 campaign. Already well underway
Do y'all have a bundle package for your newsletter...you should merge.
Another banger 😎
Thanks Tony, always enjoy your content. And music choices.
CHEERS ED !!
Love it gents. Thanks
Tony, what’s happened to the RV Daily Briefing buddy?
The RVDB was Epstein'd.
A bad decision by RV. They killed a really popular segment that had a whole RV community tuning in daily.
No way man, must be another inside job
for sure.
I was so disappointed when that happened. Huge mistake. Miss seeing both of you on RV. I'm a big RV fan, and a member, but I am not sure I like all the recent changes. Seems like they have eliminated progrramming and replaced it with "community". In other words, the members just talk to each other instead of listening to the experts.