Something Has Broken In The U.S. — ft. Katie Martin
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What are the implications of the latest Trump TACO on markets?
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Today's number, $33,000.
How is the Japanese bond market affecting global investments?
That's how much the average wedding cost in 2025. True story, on my wedding night, my wife said to me, my ex-wife, I should add, said, I've got very good and very bad news. It's going to make you very happy and very angry. And I said, lay it on me. And she said, oh my God, your dick is so much bigger than your brother's.
What happened to the PG jokes when our guests are wrong? I could keep going.
Listen to me. Markets are bigger than us.
What you have here is a structural change in the world distribution.
What is the current state of the AI investment bubble?
Cash is trash. Stocks look pretty attractive. Something's gonna break.
Forget about it.
How are you, Ed? I'm doing very well.
It's freezing here in New York. It is unbelievable. Yeah. Do you miss me?
How can investors prepare for potential market turbulence?
You haven't seen a lot of me in the last month. I do miss you. Where are you? That was very sincere. I'm in Jackson Hall. I've been in LA, New York, Davos, and now Jackson Hall, which by the way, those routes aren't easy. That's not like, there's no airline that has direct routes to all those places. Surely some private air flights. That's kind of the, those are all the hotspots now. Yes, and don't call me Shirley.
What strategies should investors consider for 2026?
What are you doing in Jackson Hall? I'm speaking... Am I allowed to say this? I'm at the annual meeting of... You're not allowed to say it.
Sorry.
He's at an Illuminati meeting is what he means to say. I'm the keynote speaker at a... I noticed how I said keynote, not just I'm a speaker. Desperate for everyone's affirmation. I'm a speaker at a conference about investment bank that is here in Jackson Hall. That's all I'm allowed to say.
Not doing a good job defending against the Illuminati rumors.
How does consumer spending impact economic stability?
What's going to happen? Are we going to sacrifice babies and... dance in a circle at Bohemian Grove?
How does it work? No, no, no. At three o'clock, there's mountain biking. And then at four o'clock, we have redrawing the maps of the world in the lounge downstairs. And... Income inequality, how to make it worse. That's at 4.30.
What are the risks associated with investing in US markets?
Yes. That sounds like good fun. And then, yeah, and then I go back home on Friday and I'm spending a shit ton of time trying to organize and get some traction around this national economic strike. Everyone's calling my bluff and saying, okay, bitch, get on with it. What do we do?
Yeah, it was interesting that that got a lot of attention. Basically, Scott, on the other show, as I always call it, the show that will not be named, Scott discussed the implications of what we should be doing about ICE and suggested that one way to fight back is to just go on a general economic strike, bring down the GDP of the nation, and that could... create some incentive to change things. It got a ton of feedback. I know you're not on Twitter, but I mean, you were all over my Twitter feed.
How can diversification mitigate investment risks?
A lot of people were talking about it. Did they have me in a bikini? Not yet, not yet, but I can speak to the people at X, make it happen. What did you make of the reaction from the world to, I was honestly, I wasn't expecting that people would have such a visceral reaction to that comment.
I've heard from governors, actors, economic ministers saying, yeah, it's a great idea. What are you going to do about it? So literally people are saying, okay, people are calling my bluff. So this morning I was on the phone with Catherine Dillon, putting together a website, trying to figure out how I'm going to curtail my own spending.
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Chapters
8 chapters
1
What are the implications of the latest Trump TACO on markets?
0:01–0:47
2
How is the Japanese bond market affecting global investments?
0:47–1:16
3
What is the current state of the AI investment bubble?
1:16–1:27
4
How can investors prepare for potential market turbulence?
1:27–1:49
5
What strategies should investors consider for 2026?
1:49–2:15
6
How does consumer spending impact economic stability?
2:15–2:33
7
What are the risks associated with investing in US markets?
2:33–3:24
8
How can diversification mitigate investment risks?
3:24–1:01:55
Speakers
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