Rational Dissent Episode 003. Valuations in An Earnings Explosion Available on YT, Spotify, Apple, Overcast, etc. ---- Is the juice worth the squeeze? Earnings keep rising, valuations are questionable, and investors are uncertain. What should you make of earnings these days? Chapters 00:00 Hot Open & Intro 00:51 Why Earnings Confuse 03:54 The Anthropic Effect 07:10 Include Other Income 09:36 OpenAI Next Wave 12:32 Valuations vs Earnings 18:05 Data Sources Diverge 22:42 Quant Models in Trouble 26:05 Vendor Financing History 29:15 CapEx & Bubble Risks 37:10 Lightning Round Fed or Earnings 38:53 Wrap Up & Subscribe

Rational People: "Thomas Massie is America First, and pro-borders. He's against foreign aid, rampant spending, and endless war, gun control, flock surveillance, and the auto kill switches." Boomers:

EA Rationalists will seriously look you in the eye and try to convince you that: -bugs are more valuable than people -AI is going to kill us all -your wife should join the group polycule and say "it's fully rational."

Stay Rational with Ludwig | Reverse: 1999 "Empirical judgments, overly confident speculations. Yes, that's the way you think."​​​​​​ Version 3.6 of #Reverse1999#, "Last and First Principles," is now available on Mobile and PC. #Reverse1999Ver3ꓸ6# #LastandFirstPrinciples# #Ludwig#

Rational Dissent Episode 006. Can the Treasury Bully the Bond Market? In a regime where financial conditions never tightened and liquidity never left, the Treasury could open its wallet the same week the Fed decides whether to hike. Is it a fool’s errand? 00:00 - Introduction and Topic Overview 02:23 - Defining Financial Conditions vs. Liquidity 05:54 - Liquidity and the Fed's Balance Sheet 08:26 - The Role of the Treasury General Account (TGA) 12:48 - Market Liquidity and Inflation Fears 21:51 - Term Premium and Market Risk 24:41 - The "Liz Truss Moment" and Bond Vigilantes 32:26 - Outro

Tokenized stocks are the rational way to go global for Robinhood⁣ ⁣ @Sikes_ , COO, @public on Tokenized with host @sytaylor said:⁣ ⁣ "You can't justify running separate businesses in 180 markets. It's somewhat rational."⁣ ⁣ The model reaches every market without engaging each regulator.⁣ ⁣ Listen to the latest on Tokenizedpod(dot)com