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 Owedhttps://www.joingoldenage.com/p/modernas-melanoma-vaccine-and-theThe Scuttlebutten2026-08-29T19:51:12+00:00Moderna's Melanoma Vaccine and the $500,000 Check That Started It: a company down more than 90%, a phase three that worked, and Bancel's "We are now an oncology company" | The Journal.https://www.joingoldenage.com/p/steve-eisman-why-us-growth-now-restsThe Scuttlebutten2026-08-29T19:44:43+00:00Steve Eisman: why US growth now rests on two loss-making AI companies, why he's still long Nvidia and not short, and why he calls a Treasury rate cap a joke | The David Lin Reporthttps://www.joingoldenage.com/p/manpreet-gill-why-standard-charteredThe Scuttlebutten2026-08-29T19:34:36+00:00Manpreet Gill: why Standard Chartered now expects US bond yields to fall, where it wants duration, and why gold is back to an overweight | Standard Chartered Money Insightshttps://www.joingoldenage.com/p/yixuan-yang-650-new-car-models-inThe Scuttlebutten2026-08-29T19:33:04+00:00Yixuan Yang: 650 new car models in six months, BYD's profit down 55%, and the glass supplier now taking 35% of the world market | The Capital Cycle Podcasthttps://www.joingoldenage.com/p/ed-zitron-one-unnamed-customer-wasThe Scuttlebutten2026-08-29T19:31:37+00:00Ed Zitron: one unnamed customer was 16% of Nvidia's revenue, the CFO guided to 70% growth next year, and Jensen Huang told analysts AGI has already arrived | Better Offlinehttps://www.joingoldenage.com/p/kristalina-georgieva-why-she-wantsThe Scuttlebutten2026-08-29T19:30:37+00:00Kristalina Georgieva: Why she wants governments cutting debt now instead of waiting for a crisis, why the dollar still has no alternative, and what Warsh got right | Bloomberg Talkshttps://www.joingoldenage.com/p/steve-brice-why-markets-defeat-predictionThe Scuttlebutten2026-08-29T19:29:27+00:00Steve Brice: Why markets defeat prediction, what missing a handful of the best days costs, and why the steady investor beat the one waiting for cheap | Standard Chartered Money Insightshttps://www.joingoldenage.com/p/chris-galipeau-why-six-straight-quartersThe Scuttlebutten2026-08-29T19:28:34+00:00Chris Galipeau: why six straight quarters of bank earnings say the consumer is fine, why Goldman told him AI is not costing jobs, and why only the Fed makes recessions | Wealthionhttps://www.joingoldenage.com/p/esther-george-why-the-75-basis-pointThe Scuttlebutten2026-08-29T19:28:34+00:00Esther George: Why the 75 basis point cut felt uncomfortable, inflation that keeps pressing forward, and faith in the Fed that is not evergreen | Bloomberg Talkshttps://www.joingoldenage.com/p/nicolai-tangen-why-hubris-and-arroganceThe Scuttlebutten2026-08-29T19:28:33+00:00Nicolai Tangen: why hubris and arrogance kill asset managers, why Europe's slow AI adoption worries him, and why the biggest listed companies are now all tied to AI | In Good Companyhttps://www.joingoldenage.com/p/derek-halpenny-warshs-jackson-holeThe Scuttlebutten2026-08-29T19:28:33+00:00Derek Halpenny: Warsh's Jackson Hole speech reopens the case for a September Fed hike, the debasement trade fades, and the BOJ still moves next month | The MUFG Global Markets Podcasthttps://www.joingoldenage.com/p/max-levchin-the-affirm-consumer-isThe Scuttlebutten2026-08-29T19:27:34+00:00Max Levchin: the Affirm consumer is healthy but stretching budgets, the bank charter is still in process, and a new innovation lab is aimed at the in-store business | Bloomberg Talkshttps://www.joingoldenage.com/p/kenneth-rogoff-why-nothing-gets-fixedThe Scuttlebutten2026-08-29T19:27:34+00:00Kenneth Rogoff: why nothing gets fixed until a crisis forces it, how economists' faith in falling rates built the debt, and why an AI collapse is no reason to sell | Bloomberg Talkshttps://www.joingoldenage.com/p/jack-pitcher-what-the-rollerkospiThe Scuttlebutten2026-08-29T19:27:34+00:00Jack Pitcher: What the Rollerkospi did to Korea's leveraged retail ants, and why buying the country index is really a bet on two chipmakers | WSJ Tech News Briefinghttps://www.joingoldenage.com/p/nvidia-beats-and-the-shares-moveThe Scuttlebutten2026-08-29T19:26:35+00:00Nvidia beats and the shares move 7%: Merryn Somerset Webb and John Stepek on where their AI skepticism sits, the commodity rotation, and Bitcoin's quantum problem | Merryn Talks Moneyhttps://www.joingoldenage.com/p/christopher-mackin-why-he-quit-20The Scuttlebutten2026-08-29T19:26:35+00:00Christopher Mackin: why he quit 20 years of wealth advising, what a silent retreat in India told him to write, and the childhood scene behind his money story | Founder's Storyhttps://www.joingoldenage.com/p/matthew-hill-zambias-10-year-yieldsThe Scuttlebutten2026-08-29T19:25:26+00:00Matthew Hill: Zambia's 10-year yields fell over 100 basis points on Hichilema's 61% win, the kwacha has slid five days running, and a killing and UN-flagged arrests cloud the result | Next Africahttps://www.joingoldenage.com/p/andrew-bailey-why-he-commends-warshThe Scuttlebutten2026-08-29T19:24:34+00:00Andrew Bailey: Why he commends Warsh on forward guidance, sees subdued second-round effects in the UK, and won't match a Fed hike just because it happens | Bloomberg Talkshttps://www.joingoldenage.com/p/europes-quiet-upgrade-jp-morgan-callsThe Scuttlebutten2026-08-29T19:23:35+00:00Europe's Quiet Upgrade: J.P. Morgan calls a September ECB hike a done deal, puts euro/dollar fair value nearer 110, and makes carry the back-to-school trade | At Any Ratehttps://www.joingoldenage.com/p/bots-on-the-ground-chinas-robot-olympicsThe Scuttlebutten2026-08-29T19:23:35+00:00Bots on the Ground: China's robot Olympics and the 11,000 years of data nobody has, Meta's $17 billion teen settlement, and Shakespeare and Company at 75 | The Intelligencehttps://www.joingoldenage.com/p/beth-hammack-why-she-wants-to-raiseThe Scuttlebutten2026-08-29T19:22:44+00:00Beth Hammack: why she wants to raise rates with inflation near 3%, why she sees no restriction in the economy, and why 2008 to 2020 was the abnormal period | Bloomberg Talkshttps://www.joingoldenage.com/p/claudia-sahm-why-she-just-left-theThe Scuttlebutten2026-08-29T19:22:41+00:00Claudia Sahm: why she just left the hold camp and now wants the Fed raising, what Warsh has to prove at Jackson Hole, and where inflation gets stuck | Bloomberg Surveillancehttps://www.joingoldenage.com/p/ian-deacon-why-fmx-has-barely-dentedThe Scuttlebutten2026-08-29T19:21:19+00:00Ian Deacon: why FMX has barely dented CME two years in, how clearing works as a price cut nobody can match, and why the exchanges are about to list AI compute | The Capital Cycle Podcast