Degenerate Business School
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Latest Episodes
A Flicker in Growth Stocks & El Salvador Legalizes Bitcoin
CNBC chart genius Carter Worth signals optimism for silver. and so James celebrates a return to grace. Plus Bobby's long position on IYR, the US Real Estate ETF. And speaking of comebacks, after months in the wilderness TIGR rebounds on the heels of
Where is Bitcoin going?
Friday's lack luster jobs report settles a collective nerve over inflation, resulting in a sharp daily rebound for Tech and all other Equities. We ask James about the possibility of more systemic risk. Bitcoin survived Memorial Day weekend, ultimatel
The Great Crypto Correction
It only took a tweet from Elon and the mention of Chinese regulation to all but erase Bitcoin's 2021 gains. All of it amplified by the evaporation of degenerate call positions.We also learned that the entire Crypto category is correlated unto itself,
Ethereum Alternatives, Bitcoin Peril & the Specter of Inflation
The specter of inflation came home to roost, with consumer prices leaping to a 13 year high. And so down to damnation Growth. With it ARK, China and Tech. Thank goodness for Ethereum. And trains. Robert crushes his first ALT Coin pick, selecting Polygon,
Ethereum on the March
The fabled ARK funds eat dirt this week leading Bloomberg to point out that physical wood is outperforming Cathie Wood this year. The ARK innovation fund touches a critical technical level.The Nasdaq settled slightly lower this week, despite a decrease in
The Death of Conventional Banking & a Comeback in Trains
In equities, a choppy week in the major indices does little to dent the best month since November.Robert's bet on old man stocks turns to dead man stocks, as trains clock their best winning streak since 1899.On Crypto corner, Bitcoin retraces 12% thi
Bitcoin Corrects & Dabbling in ALT Coins
Apple podcasts announces a new subscription feature for creators, signaling the deepening contest for audio. We're rich!Bitcoin eats dirt. What started as a rumor that the Treasury department was poised to charge banks for laundering money, snowballe
Post Modern Portfolio Theory
PLUG sees its star fade to the almost 3x club, but we hold on for dear life.The aristocrats of crypto, $BTC and $ETH, soar to all time highs on the cusp of Coinbase's IPO. And somehow BLOK does not follow.Coinbase nestles into ~$67B valuation after o
The Coinbase IPO
MegaCaps strike back, and the reflation trade sputters. But on the round, James calls the ball as the S&P rips to record highs. But is it now overbought?And we look forward to the Coinbase IPO, the retail exchange for the people. Massively expensive a
The Blockchain Revolution
We re-open the topic of Blockchain, DeFi and Dapps. While it's easy to lampoon the emergence of NFTs, people with real money are starting to talk about Blockchain and Decentralization as the 2nd Digital revolution that will change the landscape. But