The Dollar Came In Like A Wrecking Ball

The Dollar Came In Like A Wrecking Ball

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] The guys open the “Dirty” with a little “wrecking ball” and they are referring to the impact the strong dollar has been having on Gold and other commodities as well as the rotation we are seeing in the markets. One week after Warsh’s first Fed meeting as Chair, the guys provide an updated perspective. They touch on the Hyperscalers and how their stocks ar…

California Dreamin' | 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] In this episode, Vinnie dials in from California fresh off an on-site visit to Glass House Brands (GLASF) and shares his takeaways. They also dissect Kevin Warsh’s first Fed meeting, reading his hawkish tone as “temporary”, and they discuss how the move lower in Oil is creating an opportunity  in energy stocks as they begin nibbling again — buying Tidew…

Us Donkeys In The Corner | 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] The guys bring in the Dirty this week with an REM song that Vinnie used as inspiration in a note earlier this week. They discuss the SpaceX IPO and its implications for the markets. Speaking of “Capital Markets”, PCT found itself also offering shares to investors this week, albeit with much less fanfare and skill than SpaceX.

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…