The AI Black Hole Sun | Friday Night Dirty Podcast

The AI Black Hole Sun | Friday Night Dirty Podcast

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com [https://whatarewedoingonthedesk.substack.com?utm_medium=podcast&utm_campaign=CTA_7] Welcome to a new and improved “Friday Night Dirty” which now includes video and hopefully better audio than before! The opening song, ‘Black Hole Sun”, describes what we (Porter) are seeing in A.I. related stocks as they suck in all the capital while other stocks and sectors are left behind, especially Crypto. This will only get worse as IPOs come to mar…

It's 'The Friday Night Dirty'

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com [https://whatarewedoingonthedesk.substack.com?utm_medium=podcast&utm_campaign=CTA_7] A special guest pops in for the Friday Night Dirty and his voice will sound familiar…. After some Mets banter, and yes, Vinnie should be the next GM for the New York Mets (seriously), we get into Powell’s “lLast Dance” as Fed Chair and what Warsh appears to be inheriting. The guys discuss “Big Tech” earnings and why they still like Google and Vinnie share…

It's 'The Friday Night Dirty'

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com [https://whatarewedoingonthedesk.substack.com?utm_medium=podcast&utm_campaign=CTA_7] A special Friday morning recording of the Friday Night Dirty and the theme is “I Don’t Know”.The guys try and make sense of the markets as every headline seems to create more noise.Vinnie shares his thoughts on American Express following their earnings report and what it tells us about the U.S. Consumer.Big news out of D.C. regarding rescheduling Cannab…

It's 'The Friday Night Dirty'

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com [https://whatarewedoingonthedesk.substack.com?utm_medium=podcast&utm_campaign=CTA_7] Sergeant Hulka pays a visit to ‘The Friday Night Dirty.’Vinnie and Porter try and give Danny a cure for his “Bullmonia” (see Vinnie’s note this week).The boys share their thoughts now that the markets are back to new highs.They give an overview of Bank earnings thus far and also share thoughts on CarMax (KMX).Gold miners continue to be a place where the…

It's 'The Friday Night Dirty'

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com [https://whatarewedoingonthedesk.substack.com?utm_medium=podcast&utm_campaign=CTA_7] Hello Friends!!!!A special Masters edition of the Friday Night Dirty from a Substack “unlike any other”.The Masters golf tournament has been a nice distraction but the guys do their best to break down what they believe is moving markets.While most of the focus has been on the “Macro” there is plenty to focus on in the “Micro” as stock picking is back in…