Money Men

Josh Stanton
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What are the world's biggest investors actually saying right now? And what can we learn from the legends who came before them? Every episode, we go source-by-source through interviews, reports, and predictions from investors like Cathie Wood, Ray Dalio, and Stanley Druckenmiller—plus deep dives into the timeless lessons from trading legends like Jesse Livermore and Paul Tudor Jones. No speculation. Just verified quotes, specific predictions, and the strategies behind the world's greatest money minds. This is Money Men.

  1. US CPI Report Today: The Moment of Truth for 2026

    2일 전

    US CPI Report Today: The Moment of Truth for 2026

    In less than 1 hour... the most important number of 2026 drops. At 8:30 AM Eastern, the Bureau of Labor Statistics releases the January CPI report. Will inflation finally break below 2.5%... confirming the soft landing? Or will we get another hot surprise? Here's what most people don't know: 10 out of the last 11 January CPI reports have surprised to the UPSIDE. JPMorgan sees a 42% chance of a hot print. Barclays says there's meaningful upside risk. Today's Show: The January Curse: Why January inflation always runs hot - the annual price reset phenomenon and residual seasonalityWhat JPMorgan Is Seeing: 42.5% odds of a hotter print, but limited market reaction if it happens - the fear is priced inInside The Fed's Head: A structurally dovish Fed more likely to save the labor market than fight inflationPowell's Swan Song: April could be his last meeting - 47% chance of a final rate cutWhat To Watch: Core services, shelter costs, tariff passthrough, car insurance and healthcareThe Three Scenarios: Cool (face ripper rally), In-Line (yawn), Hot (contained damage)Key Numbers: 2.5% — Consensus CPI forecast (lowest since May 2025)10 out of 11 — January CPIs that surprised hot42.5% — JPMorgan's odds of a hotter print3.5-3.75% — Current Fed funds rate60 bps — Rate cuts priced for 2026 (2-3 cuts)50% — Odds of first cut in June47% — Odds of cut at Powell's final April meetingKey Insight: POSITIONING matters more than PREDICTION. The market is already braced for bad news. A cool print could be the bigger surprise. Follow Money Men: → Website: moneymen.fm → X/Twitter: @moneymenpod Tools We Use: → TradingView: Get TradingView (Charts & analysis) Some links above support the show at no extra cost to you. (00:00) - Intro (02:00) - Setting The Stage (05:00) - The January Curse (08:00) - What JPMorgan Is Seeing (10:30) - Inside The Fed's Head (13:00) - The Rate Cut Math (15:30) - What To Watch (18:00) - The Three Scenarios (21:00) - The Bigger Picture (23:00) - Outro

    24분
  2. Saylor vs Burry: Who's Right About Bitcoin?

    3일 전

    Saylor vs Burry: Who's Right About Bitcoin?

    Sickening scenarios have now come within reach. That's Michael Burry — the Big Short guy who predicted 2008 — warning that Bitcoin could trigger a collapse where there's "no buyer." Meanwhile, Michael Saylor just said he'll keep buying Bitcoin "every quarter forever." Someone's about to be catastrophically wrong. $54 billion is on the line. Today's Show: Burry's Death Spiral Thesis: The Big Short investor says Strategy faces an "existential crisis" if Bitcoin hits $60K. He warns tokenized metal futures could "collapse into a black hole with no buyers."Strategy's Position: 715,000 BTC at $76K average cost. Currently $9K underwater per coin. $12.4B net loss in Q4 2025. MNAV dipping below 1 — the "last resort" trigger.Saylor's Response: "If Bitcoin falls 90% for four years, we'll refinance. We'll roll it forward." He expects to buy "every quarter forever."Burry's Track Record: Predicted 2008 brilliantly — but since then? Wrong on Tesla (up 700%), wrong on AI (shorted NVDA), wrong on Bitcoin (called it "worse than tulips"). Underperformed S&P by 5-7% annually for a decade.What Market Makers Say: Wintermute says we're in a bear market but "not a structural blowup like FTX, Luna, or Three Arrows." Macro-driven, not fraud-driven.Whale Activity: 152,000 BTC accumulated by whales in 30 days while 580,000 retail traders got liquidated. Cathie Wood bought $72M during the crash.Saylor's 2026 Timeline: Base case $120-140K (60% probability). March: 20 millionth BTC mined. Q4: momentum builds.Key Numbers: $54 billion — Strategy's Bitcoin position value715,000 — Total BTC held by Strategy (3% of all Bitcoin)$76,000 — Strategy's average cost per BTC$12.4 billion — Strategy's Q4 2025 net loss47% — Bitcoin's crash from October high of $126K70% — Strategy stock decline from all-time high152,000 — BTC accumulated by whales in 30 daysSources: CNBC: Michael Saylor on Strategy's Bitcoin PositionCNBC: Bitcoin Drops Below $60,000CoinDesk: Strategy's Bitcoin Holdings Are UnencumberedCryptoQuant: Whale Accumulation DataStrategy Investor Relations: Q4 2025 EarningsCoin Bureau: Strategy MNAV AnalysisWhat Bitcoin Did Podcast: Michael Saylor InterviewWintermute Research: Crypto Bear Market AnalysisARK Invest: Cathie Wood's $72M Crypto PurchasePractical Takeaways: Don't panic sell — every major BTC crash has been followed by new ATHsDon't over-leverage — margin calls are destroying traders right nowBurry being famous doesn't make him right (terrible track record since 2008)Saylor being bullish doesn't make him right (massive personal exposure = bias)Follow Money Men: → Website: moneymen.fm → X/Twitter: @moneymenpod Tools We Use: → TradingView: Get TradingView (Charts & analysis) Some links above support the show at no extra cost to you. (00:00) - Intro - Saylor vs Burry: $54B on the Line (01:21) - Burry's Death Spiral Thesis (04:34) - Strategy's Numbers: $715K BTC, $12B Loss (05:58) - MNAV Explained - The Danger Line (07:10) - Saylor's Response (09:10) - Burry's Track Record Since 2008 (11:41) - Why Burry's Framework Fails (12:55) - What Market Makers Say (Wintermute) (14:07) - What Whales Are Doing (14:48) - Saylor's 2026 Timeline (16:38) - Who's Right? (18:41) - Practical Takeaways

    20분
  3. Ray Dalio On Tucker: CBDCs, Privacy, And Civil War?

    4일 전

    Ray Dalio On Tucker: CBDCs, Privacy, And Civil War?

    Ray Dalio just issued one of the most chilling warnings about money I've ever heard: "There will be no privacy." He's not talking about social media or government surveillance—he's talking about your bank account, every transaction you make, and why central bank digital currencies (CBDCs) are coming whether we like it or not. Today's Show: Ray Dalio's CBDC Warning: Why the government will be able to see everything you buy and freeze your accounts with one clickWhat Are CBDCs?: Central bank digital currencies explained in plain EnglishThe Privacy Problem: Why every transaction becomes traceable and controllableStage 5 of Collapse: Where America sits in Dalio's model of civilizations rising and fallingCivil War Risks: Why Dalio sees real signs of internal conflict todayHow to Protect Yourself: What Dalio says you should do with your money right nowKey Warnings from Dalio: CBDCs will eliminate financial privacyGovernment can freeze accounts instantlyAmerica heading toward "financial heart attack"Real signs of civil war todayStage 5 of collapse indicators visible nowSources: Tucker Carlson: Ray Dalio Interview (Full Episode)Bridgewater AssociatesRay Dalio's PrinciplesPrinciples for Dealing with the Changing World Order by Ray DalioBank for International Settlements: Central Bank Digital CurrenciesFederal Reserve: Digital CurrencyFollow the Show: Website: moneymen.fm X/Twitter: @moneymenpod Tools We Use: → TradingView: Get TradingView (Charts & analysis) Some links above support the show at no extra cost to you. (00:00) - Intro: Ray Dalio's Warning (01:29) - Who is Ray Dalio? (04:39) - What Are CBDCs? (08:19) - The Privacy Problem (12:09) - Government Control (15:49) - Stage 5 of Collapse (19:39) - Civil War Risks (22:29) - How to Protect Yourself

    25분
  4. The Anthropic Effect: How One AI Company Just Wiped $1 Trillion From the Stock Market

    5일 전

    The Anthropic Effect: How One AI Company Just Wiped $1 Trillion From the Stock Market

    One AI announcement just crashed $1 trillion in software stocks. Anthropic released Claude Opus 4.6 and Claude Cowork, and Wall Street is calling it "The Anthropic Effect." Today I break down what happened, why SaaS stocks are panicking, and what this means for your portfolio. Today's Show: The Crash: Thomson Reuters -18%, Salesforce -25%, Intuit -31% - all triggered by one announcementClaude Opus 4.6: New AI benchmark king, beating GPT-5.2 by 144 Elo pointsClaude Cowork: The $20/month "SaaS killer" that's terrifying traditional softwareThe Valuation: Anthropic's 350 billion dollar value (up from 18B in 2023)Super Bowl: Anthropic vs OpenAI ad war and who wonKey Numbers: $1 trillion wiped from software stocks in one week144 Elo points ahead of GPT-5.2 on key benchmarks$350 billion Anthropic valuation (20x increase in 2 years)$20/month Claude Cowork vs $75-300/month traditional SaaS95% win rate (38/40 tasks) in blind testingSources: Anthropic Blog: "Introducing Claude Opus 4.6" (Feb 5, 2026)CNBC: "Anthropic launches Claude Opus 4.6 as AI moves toward a 'vibe working' era"The New Stack: "Anthropic's Opus 4.6 Is a Step Change for the Enterprise"DataCamp: "Claude Opus 4.6: Features, Benchmarks, Tests, and More"Trending Topics EU: "The Anthropic Effect: Fear of AI Agents Trigger Major SaaS Stock Sell-Off"Bloomberg: "Anthropic Plans Employee Tender Offer at $350 Billion Valuation"Business Insider: "Anthropic's ad skewering OpenAI was the big winner of the AI Super Bowl"Follow the Show: Website: moneymen.fm X/Twitter: @moneymenpod Tools We Use: → TradingView: Get TradingView (Charts & analysis) Some links above support the show at no extra cost to you. (00:00) - The Trillion Dollar Crash (02:42) - What Is Anthropic? (04:19) - Claude Opus 4.6: The New Benchmark King (08:05) - Claude Cowork: The SaaS Killer (10:48) - The Market Meltdown (12:57) - Why This Time Is Different (15:07) - The $350 Billion Valuation (16:45) - Super Bowl Ad War (18:23) - Winners and Losers

    20분
  5. Weekly Recap: Novo Crashes $50B, Palantir's AI Monopoly, Dow Hits 50K & Musk's $1.25T Space Bet

    2월 8일

    Weekly Recap: Novo Crashes $50B, Palantir's AI Monopoly, Dow Hits 50K & Musk's $1.25T Space Bet

    $50 BILLION dollars wiped out in a single day. A CEO who carries a SWORD told Wall Street his company has ZERO competition. Bitcoin CRASHED 15% in 72 hours. The Dow crossed 50,000 for the FIRST time in history. And Elon Musk announced he's putting AI data centers IN ORBIT around the Earth. This is the Money Men Sunday Recap for February 2nd through 8th, 2026 — the week markets absolutely lost their minds. Today's Show: Novo Nordisk Collapse: The obesity drug king watched $50B vanish in hours. Their new CEO said "it gets worse from here." Trump's 85% price cuts, Eli Lilly's superior drugs, and compounding pharmacy knockoffs are squeezing them from three directions.Palantir's AI Empire: CEO Alex Karp — philosophy PhD, Qi Gong practitioner, sword-carrier — delivered 70% revenue growth and declared "we are N of one." Is that arrogance or the only AI company actually making money?Cathie Wood's $1.2M Bitcoin Call: She's predicting a "Goldilocks economy," Tesla at $2,600, and Bitcoin at $1.2 million. But her fund crashed 75% and Zoom never hit $1,500. True believer or broken clock?Musk's $1.25 Trillion Moonshot: SpaceX just absorbed xAI to build orbital data centers powered by the sun. A million satellites. Unlimited energy. June IPO. Genius or SolarCity 2.0?Other News: Dow 50,000: Historic milestone — first time ever. Trump celebrated. Markets snapped a 3-week losing streak.Bitcoin's Wild Ride: $71K → $60K → $70K in 72 hours. If you're trading it, weeks like this will wreck you.The SaaSpocalypse: Anthropic's Claude Cowork announcement wiped $285B from software stocks. Salesforce, Adobe, DocuSign — down 6-8%. AI is eating SaaS.Key Numbers: Novo Nordisk crash: -18% ($50B) in one dayWegovy price cut: $1,000/month → $149/month (85% reduction)Palantir Q4: $1.41B revenue, 70% YoY growth, 57% marginsSpaceX + xAI: $1.25 trillion combined valuationDow milestone: 50,000 pointsBitcoin swing: 15% drop and recovery in 72 hoursSaaS wipeout: $285 billion erasedBuffett's cash pile: $381 billion (he can't find anything worth buying)Sources Referenced: CNBC: Novo Nordisk Stock Crashes on 2026 GuidanceReuters: Novo Nordisk Issues Bleak 2026 ForecastCNBC: Palantir Q4 2025 Earnings ReportPalantir IR: US Navy $448M PartnershipCNBC: Cathie Wood on 2026 OutlookARK Big Ideas 2026 ReportCNBC: SpaceX acquiring xAI ahead of IPOTechCrunch: SpaceX acquires xAIElectrek: SpaceX bails out xAI (bear case)What To Watch Next Week: Earnings: Disney (streaming struggles?), Salesforce (AI threat acknowledged?), Uber/Lyft (gig economy health)CPI Report: Hot inflation kills rate cut hopes. This number moves markets.Novo Nordisk: Analyst downgrades incoming? Is this the bottom or just the beginning?SaaS Stocks: Friday's bounce — relief rally or dead cat?Follow Money Men: → Website: moneymen.fm → X/Twitter: @moneymenpod Tools We Use: → TradingView: Get TradingView (Charts & analysis) Some links above support the show at no extra cost to you. (00:00) - Intro: The Week Markets Went Insane (02:00) - Novo Nordisk: The Fall of the Obesity King (06:30) - Palantir: The Sword-Carrying Philosopher's AI Empire (10:00) - Cathie Wood's $1.2M Bitcoin Prediction (14:00) - Elon Musk: AI in Space (17:30) - Bonus: Dow 50K Milestone (18:00) - Bonus: Bitcoin's 15% Crash and Recovery (19:00) - Bonus: The SaaSpocalypse (20:00) - What To Watch This Week (23:00) - Final Thoughts

    24분
  6. Novo Nordisk(Ozempic) Crash: The Fall of the Obesity King ($50B Wiped Out)

    2월 6일

    Novo Nordisk(Ozempic) Crash: The Fall of the Obesity King ($50B Wiped Out)

    $50 BILLION DOLLARS. Gone. In a single trading session. Yesterday, Novo Nordisk—the company behind Ozempic and Wegovy, the company that basically invented the weight loss drug revolution—watched 18% of its market value disappear in hours. But here's what makes this story wild. After the crash, their new CEO got in front of investors and said: "People should expect that it goes down before it comes back up." He told them it gets worse from here. Today's Show: The Crash: $50B wiped out, 18% drop, guidance 10x worse than expectedThe Trump Factor: TrumpRx forced an 85% price cut on WegovyThe Competition: Eli Lilly's next-gen drug showing 28.7% weight lossThe Knockoffs: Compounding pharmacies selling semaglutide for $200 vs $1,000The Leadership Shakeup: New CEO, US chief leaving, former CEO back as chairmanThe Denmark Problem: One company = 40% of the Copenhagen Stock ExchangeBull vs Bear Case: Volume play or falling knife?Key Numbers: Stock drop: 18% in one day2025 performance: Down 50%Guidance: Sales DOWN 5-13% (analysts expected -1.4%)Wegovy pill signups: 170,000 in first 4 weeksPrice cut: $1,000/month → $149/month (85% reduction)Eli Lilly next-gen results: 28.7% average weight lossSources Referenced: CNBC: Novo Nordisk Stock Crashes on 2026 GuidanceReuters: Novo Nordisk Issues Bleak 2026 ForecastReuters: Trump Obesity Drug Deal with Novo and LillyReuters: Lilly's Next-Gen Drug Tops Zepbound in TrialsYahoo Finance: Novo Nordisk Shares Tumble 18%Euronews: Novo Nordisk Stock Sinks After Bleak ForecastCEO Quotes (Mike Doustdar): "People should expect that it goes down before it comes back up""No matter how well the pill does, the price hit on the existing business trumps the great pill launch""We are creating affordability for millions of patients who simply could not afford it"Chapters: 00:00 - The $50 Billion Crash01:15 - What Is Novo Nordisk?02:30 - The Catastrophic 2026 Guidance03:45 - CEO Says "It Gets Worse"05:00 - The Trump Factor: 85% Price Cut06:30 - Eli Lilly Is Winning08:00 - Compounding Pharmacies09:00 - Leadership Shakeup10:00 - The Denmark Problem11:00 - What Analysts Are Saying12:00 - Bull Case vs Bear Case14:30 - What To Watch15:45 - Final ThoughtsFollow the Show: Website: moneymen.fm Tools We Use: → TradingView: Get TradingView (Charts & analysis) Some links above support the show at no extra cost to you. (00:00) - The $50 Billion Crash (01:15) - What Is Novo Nordisk? (02:30) - The Catastrophic 2026 Guidance (03:45) - CEO Says It Gets Worse (05:00) - The Trump Factor: 85% Price Cut (06:30) - Eli Lilly Is Winning (08:00) - Compounding Pharmacies (09:00) - Leadership Shakeup (10:00) - The Denmark Problem (11:00) - What Analysts Are Saying (12:00) - Bull Case vs Bear Case (14:30) - What To Watch (15:45) - Final Thoughts

    17분
  7. Palantir Q4 2025 Earnings: Alex Karp 70% Growth AI Empire (Bull & Bear Case)

    2월 5일

    Palantir Q4 2025 Earnings: Alex Karp 70% Growth AI Empire (Bull & Bear Case)

    Palantir just dropped Q4 2025 earnings that made Wall Street jaw drop. 70% revenue growth. 57% operating margins. A billion dollars in US revenue in a single quarter. And CEO Alex Karp went on the earnings call and said: We are N of one. Translation: No competition. Is that arrogance? Or is Palantir actually the only AI company that figured out how to make real money from artificial intelligence? In this episode, we break down everything: the numbers, the eccentric sword-carrying philosopher CEO, why their ontology is a secret weapon, the controversial ICE contracts, and whether the stock is worth buying at 39x forward revenue. Today's Show: The Earnings: $1.41B revenue, 70% YoY growth, 137% US commercial growthWho Is Alex Karp: Philosophy PhD, practices Qi Gong, carries a sword, built a $150B companyWhy Palantir Wins: The ontology - their proprietary data model that makes AI actually do thingsGovernment Contracts: $448M Navy deal, AI drones on battlefields, Pentagon trustThe Dark Side: ICE surveillance, immigration raids, Rise of the Surveillance StateThe Bear Case: 39x revenue, slowing customer growth, 50% downside riskInvestment Takeaways: What Palantir tells us about where AI value actually livesKey Numbers: Revenue: $1.41B (+70% YoY)US Commercial Growth: 137%Operating Margin: 57%Free Cash Flow: $791MRule of 40 Score: 127 (anything above 40 is excellent)2026 Guidance: $7.2B (beat expectations by $1B)Sources Referenced: Book: The Philosopher in the Valley by Michael SteinbergerCNBC: Palantir Q4 2025 Earnings ReportCNBC: What Analysts Are Saying About PalantirBusiness Insider: Wall Street Reactions to Palantir EarningsPalantir IR: US Navy $448M PartnershipMilitary.com: Navy Palantir AI Shipbuilding DealPalantir Investor RelationsAlex Karp Quotes: We are N of one, and these numbers prove itAI will destroy humanity jobsThe US government demand for our product is greater than we can satisfyChapters: 00:00 - Intro: The Only AI Company Actually Making Money01:27 - Palantir Blockbuster Q4 2025 Earnings03:17 - Who Is Alex Karp? The Sword-Carrying Philosopher CEO04:55 - Why Palantir Is Winning: The Ontology Secret08:27 - Government Contracts: Navy, AI Drones and Pentagon09:49 - The Dark Side: ICE, Surveillance and Controversy11:21 - The Bear Case: Why PLTR Could Drop 50%12:34 - What It Means for Investors13:46 - Final Thoughts: Arrogance or Truth?Follow the Show: Website: moneymen.fm Tools We Use: → TradingView: Get TradingView (Charts & analysis) Some links above support the show at no extra cost to you. (00:00) - Introduction (01:30) - The Earnings Bombshell (03:00) - Who Is Alex Karp? (05:00) - Why Is Palantir Winning? (07:00) - The Boot Camp Model (09:00) - The Government Backbone (11:00) - The Bear Case (13:00) - What This Means For You

    15분
  8. Cathie Wood's $1.2M Bitcoin Prediction: Tesla, AI & Deflation in 2026

    2월 4일

    Cathie Wood's $1.2M Bitcoin Prediction: Tesla, AI & Deflation in 2026

    Cathie Wood just predicted a "Goldilocks" economy—5% GDP growth with FALLING inflation. Bitcoin to $1.2 million. Tesla to $2,600. This is the same investor whose fund crashed 75%. The same person who said Zoom would hit $1,500—it's at $74. So why should anyone listen? Because she also called Tesla before anyone. Called Bitcoin when banks said it was a scam. Built a $60 billion fund from nothing. We go source-by-source through her January 2026 interviews and ARK's Big Ideas report to break down exactly what she's predicting—and whether any of it makes sense. What to expect in this episode: The Goldilocks Thesis: Why Cathie thinks we're getting 5% GDP growth AND falling inflation at the same timeBitcoin to $1.2 Million: The math behind ARK's most controversial prediction and why she calls it "digital gold"Tesla's Robotaxi Bet: Why 90% of her $2,600 target comes from self-driving taxis, not carsThe AI Productivity Boom: Her prediction of 4-6% annual productivity growth (3x the historical average)Three Deflationary Forces: Energy, shelter, and China—the factors she says will push prices DOWNThe Track Record Problem: Zoom, Teladoc, Roku—why her predictions have been disastersCathie vs. The Legends: What Buffett, Dalio, and Druckenmiller are saying that contradicts her viewKey Insights: Technology is deflationary; money printing is inflationary—which force wins in 2026?Being directionally right is NOT enough—valuation and timing matterA 75% drawdown is still a 75% drawdown, no matter how "right" your thesis isWhen Buffett holds $381B in cash, that tells you something about valuationsSources Referenced: CNBC Squawk Box Interview (Jan 16, 2026)ARK "In The Know" (Jan 9, 2026)ARK Big Ideas 2026 ReportARK Daily Trade DisclosuresFollow the Show: → Website: moneymen.fm Tools We Use: → TradingView: Get TradingView (Charts & analysis) Some links above support the show at no extra cost to you. (00:00) - Introduction (02:00) - What Cathie Is Saying Right Now (07:00) - Her Actual Track Record (12:00) - Her Investing Philosophy (17:00) - Cathie vs. The Legends (21:00) - Should You Listen to Her?

    24분
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소개

What are the world's biggest investors actually saying right now? And what can we learn from the legends who came before them? Every episode, we go source-by-source through interviews, reports, and predictions from investors like Cathie Wood, Ray Dalio, and Stanley Druckenmiller—plus deep dives into the timeless lessons from trading legends like Jesse Livermore and Paul Tudor Jones. No speculation. Just verified quotes, specific predictions, and the strategies behind the world's greatest money minds. This is Money Men.

정보

  • 제작진
    Josh Stanton
  • 방송 연도
    2025년 - 2026년
  • 에피소드
    13
  • 등급
    무삭제판
  • 저작권
    © 2026 Money Men Show - All Rights Reserved
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    Money Men