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On the show
From 10 epsHosts
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Recent episodes
Keith's Cash-Heavy Defensive Portfolio
Jun 24, 2026
Unknown duration
The SpaceX IPO
Jun 14, 2026
Unknown duration
The New York Times: Part of Ethan's High Conviction Portfolio
May 28, 2026
Unknown duration
Iran & Investing
Mar 11, 2026
40m 38s
Buying a Home in the Climate Change Era
Jan 17, 2026
45m 51s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 |  Keith's Cash-Heavy Defensive Portfolio | Keith talks about the logic of constructing his cash-heavy defensive portfolio, how it is designed around his life goals, and the tradeoffs versus traditional investing advice. | — | ||||||
| 6/14/26 | The SpaceX IPO | What does the SpaceX IPO mean, considering the many ways in which market norms, regulations, and corporate governance standards are being violated? | — | ||||||
| 5/28/26 | The New York Times: Part of Ethan's High Conviction Portfolio | We're now tracking four portfolios as we invest in a destabilized world. Today, Ethan presents the case for one of his high-conviction stocks -- the New York Times -- while Keith plays the role of the skeptical doubter. | — | ||||||
| 3/11/26 | Iran & Investing✨ | investingwar+3 | — | Iran & Investing | — | — | — | 40m 38s | |
| 1/17/26 | Buying a Home in the Climate Change Era✨ | climate changehousing market+2 | Ethan | climate resilient homes | — | home valuesclimate vulnerability+2 | — | 45m 51s | |
| 12/30/25 | Get ready for robot cars✨ | autonomous vehiclesWaymo+1 | — | Waymo | — | robot carsAI LLMs+1 | — | 38m 37s | |
| 11/24/25 | What do the 2025 election results mean for investors?✨ | 2025 electionsinvesting+2 | — | — | — | investing strategypolitical implications+1 | — | 38m 19s | |
| 11/6/25 | Does owning your home = diversification?✨ | home ownershipdiversification+1 | — | — | — | financial turbulencephysical asset+1 | — | 28m 59s | |
| 10/24/25 | AI and the Jenga Tower Economy✨ | AIeconomy+2 | — | Substack | — | brittlenessAI bubble+1 | — | 45m 14s | |
| 9/25/25 | Mainstream or Meltdown: The Crypto Conundrum✨ | cryptocurrencyfinancial crisis+1 | — | — | — | volatilityfinancial developments+1 | — | 39m 44s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 9/12/25 | Identity, Freedom, and Money✨ | identityfreedom+5 | — | — | — | — | — | 40m 48s | |
| 9/3/25 | AI Hitting a Wall?✨ | AImarket valuations+3 | — | ChatGPT | — | ChatGPTtheoretical limitations+1 | — | 29m 21s | |
| 8/5/25 | Dip Me Baby One More Time: BLS Drama Meets Stock Market FOMO✨ | Bureau of Labor Statisticsstock market+3 | — | BLSthe Bureau of Labor Statistics | US | — | — | 40m 38s | |
| 7/8/25 | Lagonomics: Because Policy Isn’t Instant Coffee | With Ethan on break, Keith does a special video episode to take a look at economic data, finding that Trump's decisions have barely registered yet in several key economic indicators. But a quick review of pandemic era inflation data suggests it could take up to a year to really see policy impacts in the data.Some useful links:BLS interactive consumer prices graphSt. Louis Fed breakeven employment study | — | ||||||
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