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On today’s show, we discuss:
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Tweets/BlueSky:
We’ve had two hot inflation prints in a row, and yet rates have been sliding.
The entire market is all about the AI trade, and the recent jitters about Anthropic’s revenue numbers matter way more than some random government datapoint right now.
— Joe Weisenthal (@TheStalwart) October 15, 2026
CoreWeave cratered, retail backed up the truck:
Record five day net purchases of the neocloud on Robinhood$CRWV pic.twitter.com/6E90z2kkTT
— Luke Kawa (@LJKawa) October 19, 2026
An equal-weight version of the Nasdaq 100 $NDXE trailed the S&P 500 Equal Weight Index $SPW by nearly 4.5 percentage points in the past five sessions — its largest weekly underperformance relative to its counterpart since November 2020, according to data compiled by Bloomberg. pic.twitter.com/4Hu8166knN
— Jessica Menton (@JessicaMenton) October 16, 2026
$XLP vs $XLK … Staples best week vs Tech in 24 years pic.twitter.com/TOry3COFVk
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) October 15, 2026
Pretty crazy stat.
The 25 best performing Russell 1,000 stocks in the first half of 2026 fell an average of 19.1% last week alone!
The BEST performer of the group was Iridium $IRDM, which fell 7.8%. pic.twitter.com/BnmWvgGZLv
— Bespoke (@bespokeinvest) October 19, 2026
Next year, I will give one of my SpaceX shares to every kid in America.
This will be the first of many.
— Elon Musk (@elonmusk) October 19, 2026
The definition of the NYC problem:
– Mid-30s with a $4mm net worth
– Net worth only increasing by $300–400k/year
– Will only retire with a low eight-figure net worth pic.twitter.com/is1WBCELfY— Restructuring__ (@Restructuring__) October 19, 2026
United now requires $32k of spend to make 1k
It was only $10-15k from 2014-2022! pic.twitter.com/C68zzHBpx4
— Sheel Mohnot (@pitdesi) October 13, 2026
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