Bullish & Beyond

Bullish and Beyond #63 - Macro Chaos, Petrodollar & Crypto Outlook

Brian and JT break down the current macro environment and why things feel increasingly uncertain. With interest rates staying elevated and geopolitical tensions showing no signs of cooling off, markets are navigating a complex web of risks. The conversation digs into the future of the US dollar as the world’s reserve currency, the importance of the petrodollar system, and how moves by China, Russia, and OPEC could reshape global economics in the coming years.They also explore how these big-picture forces are affecting cryptocurrencies, including Bitcoin and Solana’s push into tokenized equities.Brian and JT share practical investment strategies for volatile times,  highlights Berkshire Hathaway’s massive cash position, and discusses where smart money might be looking next — from traditional markets to emerging opportunities in crypto and beyond. T-bills are rising which could mean some uncertainty.  Rocket Lab, the number 2 space company in the world has been on a tear! Elon Musk sues OpenAI which could affect many investments. Gold and silver get an honorable mention as traditional hedges during periods of global tension.This episode is a solid reminder that while headlines can feel chaotic, staying informed and thinking long-term remains one of the best edges investors have. Subscribe now to stay ahead on macro trends, geopolitics, and actionable investment ideas every week! Interested to learn more or want to reach out?  Check out our website https://bullishandbeyond.com [https://bullishandbeyond.com] New?  Watch Episode 1!  https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s [https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s] Want to listen to more of our episodes? Spotify:  https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot [https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot] Apple Podcast: https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686 [https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686] OR watch more on our Youtube: https://www.youtube.com/@BullishandBeyond [https://www.youtube.com/@BullishandBeyond] Hosts:  JT Knows Things - linktr.ee/jtknowsthings [https://linktr.ee/jtknowsthings]  Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/ [https://www.linkedin.com/in/brianthemacman/] All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information ...

Bullish and Beyond #62 - AI Technology Surges Rocket Lab, Apple and MORE!

Another episode riding the current wave of bullish momentum in both stocks and crypto. The conversation highlights explosive growth in AI, with special attention on Rocket Lab’s impressive run and Elon Musk’s latest strategic chess moves. They also break down why Claude AI feels like it’s pulling ahead of ChatGPT in real user experience.A big highlight is the launch of the new Crypto Fundamentals Academy, designed to help investors actually understand what they’re buying instead of chasing hype. The hosts also dive into Robinhood’s new Venture Investment Fund, which is opening doors for retail investors to get into private companies that used to be reserved for the ultra-wealthy. They discuss algo trading strategies, the frustrations of current trading regulations, and how access to high-quality investments is slowly becoming more democratic. Interested to learn more or want to reach out?  Check out our website https://bullishandbeyond.com [https://bullishandbeyond.com] New?  Watch Episode 1!  https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s [https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s] Want to listen to more of our episodes? Spotify:  https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot [https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot] Apple Podcast: https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686 [https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686] OR watch more on our Youtube: https://www.youtube.com/@BullishandBeyond [https://www.youtube.com/@BullishandBeyond] Hosts:  JT Knows Things - linktr.ee/jtknowsthings [https://linktr.ee/jtknowsthings]  Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/ [https://www.linkedin.com/in/brianthemacman/] All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information ...

Bullish and Beyond 61 - Inside Google AI: Gemini, TPUs & Space Future with Paul Jellison

Follow Paul - https://www.linkedin.com/in/pauljellison/ In this episode of Bullish and Beyond, Brian sits down with Paul Jellison from Google for a deep dive into the current state of AI. Paul shares valuable insights on Google’s leadership in frontier models like Gemini, the evolution of their custom TPU chips, and how the company is pushing the boundaries of what’s possible in artificial intelligence.They explore why AI adoption is still facing real hurdles in both enterprise and consumer spaces, and what it will take for widespread implementation. The conversation also gets fascinating when they discuss the future of space-based data centers as a solution to energy demands, along with AI’s broader impact on jobs, society, and the economy. Paul emphasizes using AI as a powerful “thought partner” and offers practical takeaways for investors looking to position themselves in the AI boom. Interested to learn more or want to reach out?  Check out our website https://bullishandbeyond.com [https://bullishandbeyond.com] New?  Watch Episode 1!  https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s [https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s] Want to listen to more of our episodes? Spotify:  https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot [https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot] Apple Podcast: https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686 [https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686] OR watch more on our Youtube: https://www.youtube.com/@BullishandBeyond [https://www.youtube.com/@BullishandBeyond] Hosts:  JT Knows Things - linktr.ee/jtknowsthings [https://linktr.ee/jtknowsthings]  Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/ [https://www.linkedin.com/in/brianthemacman/] All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information ...

Bullish and Beyond 60 - War Updates, Apple, Tesla and Teaching Your Kids EARLY

In this episode of Bullish and Beyond, JT, Brian and his daughter Kaptain discuss various topics including the importance of business ownership, the transition of leadership at Apple, the performance of Bitcoin, dynamics in the oil market, and Tesla's recent earnings report. They emphasize the significance of teaching financial literacy to children and explore the future of technology and investments. JT Knows Things - https://www.youtube.com/channel/UCt15SSJI70zzlt5oWBZCuCQ?sub_confirmation=1 Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/ All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information presented should not be taken as financial advice, we are not financial advisors. Nothing you hear, see, or read in our content should be considered as any form of financial, investment, or legal advice, or a solicitation to buy or sell any assets or to make any financial decisions. Interested to learn more or want to reach out?  Check out our website https://bullishandbeyond.com [https://bullishandbeyond.com] New?  Watch Episode 1!  https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s [https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s] Want to listen to more of our episodes? Spotify:  https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot [https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot] Apple Podcast: https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686 [https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686] OR watch more on our Youtube: https://www.youtube.com/@BullishandBeyond [https://www.youtube.com/@BullishandBeyond] Hosts:  JT Knows Things - linktr.ee/jtknowsthings [https://linktr.ee/jtknowsthings]  Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/ [https://www.linkedin.com/in/brianthemacman/] All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information ...

Bullish and Beyond 59 - Oil CHAOS, AI Demand SKYROCKETS, War Updates!

Brian and JT dive straight into the chaos shaking the markets right now. The situation in the Strait of Hormuz has everyone on edge. Mines are everywhere, ships are getting blocked and unblocked, and Iran could disrupt nearly 45% of global oil supply. They explore how this energy crunch could trigger second and third-order effects, especially for Japan’s massive carry trade. That could push up interest rates, hammer the 10-year Treasury, and send mortgage rates even higher.On the brighter side, AI demand is absolutely exploding. Apple can’t keep up with orders for high-end Mac Mini and Mac Studio machines. TSM is reporting massive growth with earnings coming soon, and Intel is making a surprising comeback. The hosts also discuss Palantir’s strength, the scary future of AI-powered military tech (including tiny drones and heartbeat-sensing systems), and why staying diversified in chip makers makes sense given the geopolitical risks around Taiwan.They wrap up with a grounded reminder: volatility is real, but the long-term story in AI, energy, and tech remains incredibly bullish. The key is staying informed, managing risk, and keeping that resilient mindset when things get turbulent.Subscribe now for more no-fluff breakdowns on markets, geopolitics, AI, and how to stay bullish through the chaos! Interested to learn more or want to reach out?  Check out our website https://bullishandbeyond.com [https://bullishandbeyond.com] New?  Watch Episode 1!  https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s [https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s] Want to listen to more of our episodes? Spotify:  https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot [https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot] Apple Podcast: https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686 [https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686] OR watch more on our Youtube: https://www.youtube.com/@BullishandBeyond [https://www.youtube.com/@BullishandBeyond] Hosts:  JT Knows Things - linktr.ee/jtknowsthings [https://linktr.ee/jtknowsthings]  Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/ [https://www.linkedin.com/in/brianthemacman/] All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information ...