Enduring Investor: Recent Episodes
The Enduring Investor
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faheem@financewithin.com
daniel@aetasgm.com
Faheem Siddiqi and Daniel Bassett discuss the return of the meme stocks to market activity, high levels of optimism for markets and Fed actions and the two-year yield signalling a reason to remain cautious
0:00 Intro
3:20 Fed minutes and policy impact.
11:10 Return of the meme stocks.
23:00 1994 or bust?
31:00 Are we entering an inflationary decade?
35:19 Apple and the future of online advertising.
39:38 Outro
Faheem Siddiqi and Daniel Bassett discuss the possibility of whether we are in a new bull market and the worries concerning bearish investors. They highlight the importance of immigration to the American economy and Faheem shares his inspiring personal experience with the subject.
0:00 Intro
2:47 What is driving the market right now?
8:02 Is this a change in trend?
17:19 Immigration and weather or not the United States can maintain its productivity.
21:22 Immigrant Dna
29:30 Outro
Faheem Siddiqi and Daniel Bassett discuss how it is often liquidity, not fundamentals, that moves market prices. The duo debate insights from the yield curve and whether a steepening is bullish or bearish. Lastly, they wonder whether the Fed is all that matters for market cycles?
0:00 Intro
1:02 What is diving the market up?
4:13 Bull Run, or Bear Rally?
16:31 Yield Curves
28:16 Outro
Faheem Siddiqi and Daniel Bassett discuss the large market rally this week, Apple's privacy changes and how it has affected the digital advertising market and correlations within a portfolio.
Intro 0:00
Market Rally 1:11
Energy 11:53
Fiscal Stimulus Bill 14:17
Digital Advertising and Apple 19:17
Correlations and Managing Your Portfolio 35:33
Outro 41:54
Faheem Siddiqi and Daniel Bassett discuss the market rally and financial relief of the past few weeks, social media companies and advice for business operators navigating the current market environment.
"Default Alive or Default Dead" by Paul Graham
http://www.paulgraham.com/aord.html
"The Burn Multiple" by David Sacks
https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200
Intro 0:00
"Relief Rally" 2:43
Social Media Earnings 9:10
Private Market's Reaction 18:35
Inventory Planning 24:13
Outro 32:34
Faheem Siddiqi and Daniel Bassett discuss updates on the financial markets, the China debt crisis, the dollar doom loop and reasons to stay optimistic.
0:00 Intro
5:23 Headlines
9:52 Debt Threats In The Chinese Market
14:52 The Dollar Doom Loop
19:46 Reasons To Be Optimistic
26:08 Is The Stay At Home Bubble The New Dot Com Bubble?
30:25 Are We In A Recession And Is A Soft Landing Possible?
33:26 Outro
Faheem Siddiqi and Daniel Bassett discuss the results of the first half of the year, financial lag, and some advice for founders.
Introduction 0:00
Financial lag in housing 1:16
Financial lag in private investment 6:24
Will Inflation come down? 16:27
Outro 24:30
Faheem Siddiqi and Daniel Bassett discuss the whack-a-mole behavior in markets, potential of credit risk and if we have arrived at the point of excessive pessimism.
Faheem Siddiqi and Daniel Bassett discuss the Fed's largest rate hike in 28 years, turbulence in the cryptocurrency markets and advice for entrepreneurs as they navigate a different market.
Faheem Siddiqi and Daniel Bassett discuss May's high inflation reading of 8.6%. How the Federal Reserve could react to persistent inflation and the possibility of higher rate hikes. And how startups as well as investors are viewing the changing markets.
Join Faheem Siddiqi and Daniel Basset for their first ever episode of the Enduring Investor!