Degenerate Business School

Degenerate Business School


Latest Episodes

The Return of the Space Race
March 21, 2021

The markets continue their choppy ways, with the major benchmarks all waffling this week. As bond yields edged higher, growth stocks took a beating on Thursday before leveling out on Friday.This despite Jerry Powell demolishing the Fed's Emergency ca

What's an NFT?
March 13, 2021

The rotation out of Tech pauses...for now. Growth stocks bounce off the floor as we with diamond hands buy the dip. ETF dollars flow back to QQQ and ARK. And Tesla rallied 16% on the week. Bobby and I also doubled up on Chinese Tech.In the words of Cathy,

The Bond Tantrum Continues
March 07, 2021

We live in unprecedented times!This week we witness the third consecutive week of punishing declines in the Nasdaq, and with it a mighty correction for the ARK Funds. Yet again bond yields surged in a so-called tantrum after Jerry Powell said the Fed woul

The Near Miss in The Bond Market
February 27, 2021

A rapid rise in bond yields made mincemeat of the Nasdaq, overseas equities & Catherine Wood's innovation stocks. Tough news for the Degenerate Portfolio again. We now live in a world where the choreography between bond yields and the Nasdaq is p

The Robinhood of China
February 20, 2021

The Nasdaq and Emerging Markets lose steam with bond yields jolting higher. This driven by expectations for higher inflation, more treasure supply and fears the Fed will shrink its balance sheet earlier than forecasted. James helps us understand. To boot,

Elon Buys Bitcoin
February 13, 2021

The Markets march on, with the S&P and Nasdaq seeing modest gains and Emerging Markets outperforming. Expect more of this until ~April when those savvy enough to have bought the dip last year harvest their gains.Elon Musk gamestonks the crypto market

Bezos Half Retires
February 06, 2021

Greg, James & Roberta discuss the retirement of Bezos.

Gamestop Redonkulous
January 30, 2021

Greg, James & Roberta put the Gamestop saga into context

What's a BITCOIN?
January 23, 2021

Greg, James & Roberta discuss the market in 2021 and the rise (maybe) of BITCOIN

2021 Predictions!
December 19, 2020

Greg, James & Roberta peer ahead to 2021, the 2020s & the 2030s

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