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A weekly tastytrade podcast from Tom Sosnoff and Dylan Ratigan covering everything from investment approaches, to politics, to technology, to world news.

 

Dec 1, 2021

Even as Michael Jordan led the Bulls to the most glorious NBA Championship reign in history, Jerry Krause spouted: “Organizations win championships—not players.” But looking at say, Tesla, a company whose valuation boggles the mind when compared to any other car company, you might ask “what would Tesla be worth...


Nov 17, 2021

2021 is winding down. Worries about who would win the 2020 election and its impact on the market seem a distant memory. The pandemic didn’t deter the bull. Inflation risk? Please. The truth is, nothing that we think matters actually matters where markets are concerned. Opinions are fun but rarely reliable for...


Nov 10, 2021

Fundamental investing can lead to very modest, low volatility returns. Does anyone in 2021 want modest low volatility returns? Judging by the demand for crypto assets, SPACs and IPOs, the answer is, no. Alpha investing has replaced fundamental investing and we’re willing to accept the volatility that comes with that....


Nov 3, 2021

Markets need accountability. Whether that’s equity markets or bond markets, it makes no difference. CEOs need to know what they say publicly matters and they’re on the hook for it. Carbon footprints could be treated similarly. Loans can be structured to incentivize or penalize based on emission targets. But until we...


Oct 27, 2021

The IRS is asking for banking information on accounts over $10,000 as a way to track down on tax avoidance. The problem is, people with $10,000 are not setting up tax havens. That’s an issue for the 1%. Facebook is monetizing your most visceral reactions to content by manipulating your privacy. What does all this mean...