The hosts discuss Elon Musk's behavior and the reluctance of Fortune 500 companies to advertise on his podcast. They also cover market vitals, including the performance of the S&P 500, the dollar, Bitcoin, and 10-year treasuries. Other topics mentioned include US home prices reaching a new high, legal issues with Binance's CEO, OpenAI's new CEO, Saudi Arabia's investment in Heathrow Airport, and Mark Cuban's sale of the Dallas Mavericks. Lastly, the hosts delve into the challenges of owning a home in today's market, highlighting rising prices, interest rates, affordability concerns, and difficulties in qualifying for a mortgage.
Scott shares his thoughts on the contradicting narratives around Goldman and Apple’s partnership. He also discusses the fast fashion industry and its externalities. Finally, he takes a look at Charlie Munger’s legacy.
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