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On today’s show, we discuss:
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Recommendations:
Michael’s 10 Favorite Horror Movies:
Tweets/Bluesky:
Gonna be a lot of uncomfortable conversations at year end when people ask why their portfolio manager or advisor doesn’t own any gold….been a menace this year!
— Meb Faber (@MebFaber) October 16, 2025
Who remembers those Fed balance sheet / S&P 500 charts? You don’t see those so much any more pic.twitter.com/MbvGoRiUPP
— Mike Bird (@Birdyword) October 20, 2025
ONE TRILLION and with 2.5 months to go.. 🔥 pic.twitter.com/KPRTlSiHeP
— Eric Balchunas (@EricBalchunas) October 15, 2025
Since 2020, the value of equities held by households has risen: 300% for households under 40, 542% for the final 50% of households, and 50% for the middle 40% (10-50%) of households.
via Citadel Rubner pic.twitter.com/9sQAzn1fNY
— Daily Chartbook (@dailychartbook) October 16, 2025
Billion dollar companies with no revenues.$RGC Regencell Bioscience$QMMM QMMM$DGNX Diginex$TMC TMC the metals company$OKLO Oklo$TMQ Trilogy Metals$ASTS AST SpaceMobile$RGTI Rigetti Computing$QS QuantumScape$CRML Critical Metals$LAC Lithium Americas$PPTA Perpetua… pic.twitter.com/LA8MzPJtiN
— Lin (@Speculator_io) October 15, 2025
🚨 Morgan Stanley just dropped a list of 39 “National Security” stocks — and it’s basically a cheat sheet for the next decade of U.S. industrial dominance.
This isn’t your typical watchlist — it’s a who’s who of the companies the U.S. needs to stay ahead in energy, defense, and… pic.twitter.com/Q9iWDaga4k
— Dividend Talks on YouTube (@DividendTalks) October 15, 2025
Omg @awealthofcs what are we doing here?
— C (@casey_horrigan) October 15, 2025
People wildly underestimated how hard it is to be wealthy
The bull market has cooked everyone’s brain and reality is that most people will not come out wealthy on the other side. Many will be stuck as their paper wealth evaporates
Being sustainably wealthy is grueling. Requires…
— Boring_Business (@BoringBiz_) October 15, 2025
Can’t believe it’s been two years since we brought audiobooks in Premium to Spotify. When we launched, we wanted to bring the format to a whole new generation of listeners, and it’s working. More people are listening and discovering their new favorite authors every day, with… pic.twitter.com/UeCLuHcmM5
— Daniel Ek (@eldsjal) October 17, 2025
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