https://www.joingoldenage.com/p/seventy-to-eighty-percent-of-pceThe Scuttlebutten2026-08-31T10:31:21+00:00Seventy to Eighty Percent of PCE Components Are Above the Fed's Targethttps://www.joingoldenage.com/p/hugo-navarro-seeing-machines-is-aThe Scuttlebutten2026-08-31T08:04:41+00:00Hugo Navarro: Seeing Machines is a duopoly Europe just made compulsory, at 11x free cash flow | Yet Another Value Podcasthttps://www.joingoldenage.com/p/avalon-pernell-the-first-new-hairThe Scuttlebutten2026-08-31T07:47:11+00:00Avalon Pernell: the first new hair-loss drugs since the 1990s could reach shelves next year | Bloomberg This Weekendhttps://www.joingoldenage.com/p/brent-kochuba-implied-do-not-careThe Scuttlebutten2026-08-31T07:45:32+00:00Brent Kochuba: implied do not care, and the market just wants an excuse to rally | Last Callhttps://www.joingoldenage.com/p/lisa-du-shein-lists-in-hong-kongThe Scuttlebutten2026-08-31T07:44:13+00:00Lisa Du: Shein lists in Hong Kong at $26 billion, down from nearly $100 billion in 2022 | Bloomberg This Weekendhttps://www.joingoldenage.com/p/ben-hunt-the-fed-credibility-narrativeThe Scuttlebutten2026-08-31T07:43:29+00:00Ben Hunt: the Fed-credibility narrative has gone supernova, and gold is one divided by trust | Last Callhttps://www.joingoldenage.com/p/raja-krishnamoorthi-china-is-countingThe Scuttlebutten2026-08-31T07:42:42+00:00Raja Krishnamoorthi: China is counting our magazine depth, and Venezuela will boomerang on us | Bloomberg This Weekendhttps://www.joingoldenage.com/p/anna-andreeva-the-promiscuous-consumerThe Scuttlebutten2026-08-31T07:41:39+00:00Anna Andreeva: the promiscuous consumer, and Lululemon as the playbook not to follow | What's Next For Marketshttps://www.joingoldenage.com/p/daniel-mahncke-palantir-scores-155The Scuttlebutten2026-08-31T07:41:38+00:00Daniel Mahncke: Palantir scores 155% on the rule of 40, and he still will not buy it | The Intrinsic Value Podcasthttps://www.joingoldenage.com/p/jen-kha-ai-has-solved-software-soThe Scuttlebutten2026-08-31T07:40:34+00:00Jen Kha: "AI has solved software" — so a16z raised $1.1 billion for everything below it | a16zhttps://www.joingoldenage.com/p/ben-carlson-private-equitys-blackThe Scuttlebutten2026-08-31T07:40:34+00:00Ben Carlson: private equity's black box, the bond sleeve built for inflation, and why a fun-money account can save the rest of the portfolio | Bogleheads on Investinghttps://www.joingoldenage.com/p/aahan-menon-70-to-80-of-pce-componentsThe Scuttlebutten2026-08-31T07:39:48+00:00Aahan Menon: 70 to 80% of PCE components are above the Fed's target, and the recent cooling is all supply | Last Callhttps://www.joingoldenage.com/p/dan-rasmussen-private-equity-paidThe Scuttlebutten2026-08-31T07:39:48+00:00Dan Rasmussen: private equity paid 17 times EBITDA for companies public markets now price at 10 | WSJ's Take On the Weekhttps://www.joingoldenage.com/p/tara-seshan-build-for-the-modelsThe Scuttlebutten2026-08-31T07:39:45+00:00Tara Seshan: build for the models two to three months out, and never automate writing as thinking | Lenny's Podcasthttps://www.joingoldenage.com/p/tom-nelson-a-good-diversifier-shouldThe Scuttlebutten2026-08-31T07:38:36+00:00Tom Nelson: a good diversifier should occasionally disappoint clients, and boring works | The Disciplined Investorhttps://www.joingoldenage.com/p/stephen-moore-this-is-no-time-toThe Scuttlebutten2026-08-31T07:38:35+00:00Stephen Moore: this is no time to cut rates, and the oil price is what decides the midterms | Bloomberg This Weekendhttps://www.joingoldenage.com/p/ed-ballard-the-colorado-may-stopThe Scuttlebutten2026-08-31T07:37:30+00:00Ed Ballard: the Colorado may stop releasing water on demand, and Europe's rivers are cutting output | WSJ What's Newshttps://www.joingoldenage.com/p/rob-snyder-not-all-revenue-growthThe Scuttlebutten2026-08-31T07:37:29+00:00Rob Snyder: not all revenue growth is created equal, and the buyers who matter buy despite the product | Motley Fool Moneyhttps://www.joingoldenage.com/p/thomas-hughes-nvidia-is-still-a-buyThe Scuttlebutten2026-08-31T07:36:34+00:00Thomas Hughes: Nvidia is still a buy after the print, Okta gets paid for every bot, and the drone stock he says has stopped falling | MarketBeathttps://www.joingoldenage.com/p/kevin-muir-nobody-is-pricing-theThe Scuttlebutten2026-08-31T07:36:16+00:00Kevin Muir: nobody is pricing the midterms, and he is buying his volatility insurance today | Last Callhttps://www.joingoldenage.com/p/matthew-griffin-palo-alto-above-90The Scuttlebutten2026-08-31T07:36:16+00:00Matthew Griffin: Palo Alto above 90 times forward earnings, and Broadcom's next year matters more | Stock Movershttps://www.joingoldenage.com/p/jonathan-liang-warshs-jackson-holeThe Scuttlebutten2026-08-31T07:36:15+00:00Jonathan Liang: Warsh's Jackson Hole speech moved the futures market from 30% to 60% on a September hike, and Standard Chartered is not calling it yet | Standard Chartered Money Insightshttps://www.joingoldenage.com/p/hyperscaler-bond-sales-went-fromThe Scuttlebutten2026-08-30T16:05:35+00:00Hyperscaler Bond Sales Went From $30 Billion to More Than $200 Billion, and the SEC Dropped the Skin-in-the-Game Rule for Data-Center Debthttps://www.joingoldenage.com/p/chris-whalen-keep-physical-gold-offshoreThe Scuttlebutten2026-08-30T12:40:59+00:00Chris Whalen: keep physical gold offshore, Powell will be remembered as one of the weakest Fed chairs, and private credit has turned insurers into a piggy bank | The Julia La Roche Showhttps://www.joingoldenage.com/p/kevin-muir-the-ai-bubble-is-in-earningsThe Scuttlebutten2026-08-30T12:37:19+00:00Kevin Muir: the AI bubble is in earnings rather than multiples, leveraged ETFs are the next portfolio insurance, and the trade numbers say Canada is America's best customer | Excess Returnshttps://www.joingoldenage.com/p/ryan-greenblatt-1200-agents-builtThe Scuttlebutten2026-08-30T12:37:17+00:00Ryan Greenblatt: 1,200 agents built a real org chart, 700 attacked Hugging Face for the scoring code not the answer key, and some sacrificed their own runs to help others cheat | a16zhttps://www.joingoldenage.com/p/nvidias-962-billion-quarter-a-200000The Scuttlebutten2026-08-30T12:31:31+00:00Nvidia's $96.2 billion quarter, a 200,000-account Chinese bot farm aimed at US data centers, and OpenAI's own inference chip | Moonshotshttps://www.joingoldenage.com/p/kyle-grieve-and-shawn-omalley-theThe Scuttlebutten2026-08-30T12:30:27+00:00Kyle Grieve & Shawn O'Malley: the $320 fair value that missed a five-bagger, how Comfort Systems' backlog grew eightfold, and why they still won't buy the stock | The Investor's Podcasthttps://www.joingoldenage.com/p/canada-matches-trumps-50-tariffsThe Scuttlebutten2026-08-30T12:29:24+00:00Canada matches Trump's 50% tariffs dollar for dollar on $20 billion of US goods, and BCA Research reads the whole escalation as a midterm play | The David Lin Reporthttps://www.joingoldenage.com/p/max-junestrand-the-yc-interview-thatThe Scuttlebutten2026-08-30T12:29:21+00:00Max Junestrand: The YC interview that ended in laughter, a six-month sales freeze, and 3% of the world's lawyers on one product | Y Combinatorhttps://www.joingoldenage.com/p/kenneth-rogoff-the-us-debt-only-getsThe Scuttlebutten2026-08-30T12:28:07+00:00Kenneth Rogoff: The US debt only gets fixed after a shock, why growing out of it won't work, and the AI collapse he says is coming anyway | Bloomberg Moneyhttps://www.joingoldenage.com/p/lance-roberts-nvidias-quarter-changesThe Scuttlebutten2026-08-30T12:28:07+00:00Lance Roberts: Nvidia's quarter changes nothing, a risk-reduction signal within two to three weeks, and Warsh tells the market to stop waiting on the Fed | Thoughtful Moneyhttps://www.joingoldenage.com/p/emad-mostaque-the-frontier-labs-areThe Scuttlebutten2026-08-30T12:24:32+00:00Emad Mostaque: The Frontier Labs Are Two Generations Ahead of What They Release, Superhuman Robots Get Banned From the Streets, and Memory Eats Half the AI Build-Out | Moonshotshttps://www.joingoldenage.com/p/eno-reyes-a-2-trillion-anthropicThe Scuttlebutten2026-08-30T12:23:36+00:00Eno Reyes: a $2 trillion Anthropic is a $2 trillion price on Claude Code, 80 to 90% of neolabs die within 18 months, and calling open models Chinese models is a psyop | 20VChttps://www.joingoldenage.com/p/ben-rabidoux-and-ron-butler-everyThe Scuttlebutten2026-08-30T12:22:43+00:00Ben Rabidoux and Ron Butler: every Ontario auto supplier gone by 2029, Toronto listings down 20%, and why Washington could target Canada's banks | The Canadian Investorhttps://www.joingoldenage.com/p/nvidias-most-profitable-quarter-everThe Scuttlebutten2026-08-30T12:22:39+00:00Nvidia's most profitable quarter ever, a $10 trillion refinancing wall, and the fight over Druckenmiller's AI-written op-ed | All-Inhttps://www.joingoldenage.com/p/alan-dunne-the-feds-missing-reactionThe Scuttlebutten2026-08-30T12:21:28+00:00Alan Dunne: the Fed's missing reaction function, how close the US now is to fiscal dominance, and the decade trend following just had | Top Traders Unpluggedhttps://www.joingoldenage.com/p/aza-raskin-ai-companions-competeThe Scuttlebutten2026-08-30T12:21:25+00:00Aza Raskin: AI companions compete with your human relationships, technologists need to yellow-team their own incentives, and 70% of crow communication is quiet | Masters of Scalehttps://www.joingoldenage.com/p/collin-martin-why-warshs-hawkishThe Scuttlebutten2026-08-30T12:20:49+00:00Collin Martin: why Warsh's hawkish Jackson Hole speech may have boxed him in, why bigger Treasury buybacks can't move a $40 trillion debt, and where the 10-year stops | The David Lin Reporthttps://www.joingoldenage.com/p/nvidia-guided-to-70-growth-and-fiveThe Scuttlebutten2026-08-29T22:14:29+00:00Nvidia Guided to 70% Growth, and Five Customers Account for 70% of What It Is Owed