New Money

The video examines the startling New York Times report that Federal Reserve Chair Jerome Powell is facing a criminal investigation over a $2.5 billion renovation of the Fed’s headquarters, framing it as political retaliation by the Trump administration aimed at pressuring the central bank’s interest‑rate policy. It then explains the Fed’s independent mandate, the debate over rate cuts, and features Powell’s own statement defending the rule of law and warning against politicizing monetary policy.

In 2026 Warren Buffett cautions that an AI‑driven frenzy, inflated valuations and mounting geopolitical risk could spark a market correction, urging investors to prioritize durable competitive moats, shun overpaying, and seek hidden opportunities in overlooked small‑cap firms. He also notes Berkshire’s record cash pile as evidence that attractive deals are scarce, and promotes a free three‑day workshop on Buffett’s Rule One value‑investing strategy.

In this video, the host discusses three significant risks that could potentially trigger a stock market crash by 2026, including geopolitical tensions over Taiwan, the possible influence of a new Federal Reserve chair, and an anticipated slowdown in AI growth among major tech companies. The video emphasizes the importance of staying rational in investing and preparing for market shifts amidst these uncertainties.

In this video, we delve into Michael Burry's allegations of financial manipulation within major AI companies like Nvidia and Palantir, focusing on their circular deals that inflate revenues and extend depreciation schedules to artificially boost earnings. Burry argues that this creates a misleading picture of growth, prompting significant responses from the companies involved, raising questions about the overall stability of the broader stock market.

In this video, we explore the recent 13F filings revealing major moves by top investors, including Michael Barry's bets against the AI bubble, Warren Buffett's $4.3 billion investment in Google, and Bill Gates' significant reduction in his Microsoft stake. Join us as we analyze these bold strategies and what they mean for the market landscape moving forward.

In a surprising move, Warren Buffett has invested $4.3 billion in Google, marking Berkshire Hathaway's entry into one of the tech industry's biggest players despite previous reservations about tech companies. This video analyzes the implications of this investment in light of ongoing debates about Google's market dominance and the potential disruptions posed by emerging technologies like ChatGPT.

In this video, Dr. Michael Burry breaks his silence after two and a half years, sharing his critical views on the current AI bubble and calling attention to the disconnect between stock prices and organic growth. He discusses valuation metrics like the Wilshire GDP and Schiller PE ratio, highlighting concerns about overvaluation in the stock market and the risks it poses for investors.

In this insightful video, Howard Marks discusses the striking similarities between today's stock market dynamics, particularly surrounding AI investments, and the tech bubble of the late 1990s. He emphasizes the current high valuations, the need for caution, and the opportunities within debt markets, reinforcing the idea that while the market appears frothy, it may not yet be a bubble ready to burst.

In this video, we explore the precarious state of the economy dependent on AI chip manufacturing, focusing on Nvidia and its reliance on TSMC, the sole producer of cutting-edge chips crucial for tech giants. As geopolitical tensions rise over Taiwan, we examine the potential risks that could lead to an economic collapse, given that a disruption in TSMC's operations could undermine the entire AI-driven market.

In this video, Warren Buffett shares his candid insights on the unsustainable US debt situation, highlighting the government's growing fiscal deficit and the dangers of excessive money printing. He underscores the need for responsible leadership to tackle the deficit while navigating political challenges, emphasizing that innovation and business growth are crucial for the country's financial recovery.

In this insightful interview, investor Steve Eisman discusses the impending economic bubble and parallels it to the 2008 financial crisis, sharing his unique perspective on the subprime mortgage market and highlighting the unethical practices that led to its collapse. Drawing from his experiences prior to the housing bubble burst, he emphasizes the importance of understanding underlying economic indicators and the moral implications of risky financial behaviors in Wall Street.

In this gripping exploration, we delve into the mysterious disappearance of Jack Ma, the founder of Alibaba, following his controversial critique of China's financial regulatory system at a high-profile summit in October 2020. After voicing his opinions and advocating for reforms, Ma faced swift retaliation from the Chinese government, leading to his near-total disappearance from public life and raising pressing questions about the balance of power between private entrepreneurs and the state.

In this video, investing expert Phil Town discusses the potential risks associated with the surge in passive investing over the past decade, likening it to a dangerous bubble that could jeopardize investor retirement accounts if market conditions shift. He shares insights from a recent interview, highlighting the importance of understanding price vs. value in investing and the imminent need for a strategy shift as market dynamics rapidly evolve.

In this video, we explore how Dr. Michael Burry, the real-life investor portrayed by Christian Bale in "The Big Short," accurately predicted the 2008 housing crisis and profited nearly $800 million. Delving into the complexities of mortgage-backed securities, credit default swaps, and the risky lending practices at play, we uncover the insights that led Burry to foresee the impending financial disaster years before it occurred.

In this video, we delve into the implications of Warren Buffett stepping down as CEO of Berkshire Hathaway after a remarkable 60-year tenure, exploring the company's succession plan and its potential impacts on both operations and stock performance. While Buffett's leadership has been pivotal to Berkshire's success, the video reassures shareholders about the company's robust architecture and future prospects, highlighting that the core business fundamentals remain strong even amidst the emotional reactions expected from investors during this significant transition.

In this video, we analyze the latest 13F filings from prominent investors, highlighting significant moves made by Warren Buffett and others, including Buffett's recent reduction of his Apple shares and new investments in companies like United Health and Amazon. Join us as we explore the strategies behind these big bets and the implications for the investment landscape.

In this video, we explore China's ambitious plan to construct massive data centers in the remote Xinjiang region, powered by restricted Nvidia H100 chips, amidst tight U.S. export controls. With potential smuggling routes and implications for AI dominance, we delve into whether these efforts could ultimately fortify China's technological independence or merely serve as a temporary workaround.

In this video, we explore the rapid decline of the US dollar, which has fallen more than 10% in just six months, highlighting the key factors influencing currency stability, including inflation, interest rates, and economic uncertainty. While some speculate about the dollar's impending demise, the video argues that its status as the world's reserve currency continues to provide a strong foundation, making its total collapse unlikely.

In this video, we delve into the strategic rise of Palantir, a data analytics company that has embedded itself into numerous business and government operations, leading to remarkable stock growth and financial turnaround. We explore their powerful software platforms, the significance of their customer acquisition strategy, and the potential implications of their high valuation and stock-based compensation practices.