Morning Somewhere 2025.11.25: Chomp On A Cow
Nov 25, 2025
Burnie and Ashley dive into a whirlwind of intriguing topics. They tackle the chaos surrounding NASA's Starliner, discuss the wild swings of Bitcoin, and lament Michael Burry's closure of his Scion fund. The conversation shifts to the unsettling world of day trading and the emotional toll it takes. In a lighter tone, they explore the questionable reputation of deli meats and reminisce about nostalgic convenience foods. Lastly, there's a hilarious tale about the Titanic's craft services being allegedly spiked with PCP!
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Political Rhetoric Escalation
- Burnie highlights alarm over a president calling for sedition charges that carry death penalties for rival politicians.
- He frames this as a shocking escalation in political rhetoric that normalizes violent consequences for dissent.
Starliner Risks Undermine Trust
- Burnie and Ashley question Boeing's Starliner reliability after past mission problems left astronauts stranded.
- They worry repeated failures could erode public trust in Starliner and Boeing broadly.
Index Performance Hides Survivorship Bias
- Burnie notes that removing the top seven S&P stocks changes the market's apparent rally dramatically.
- He emphasizes indexes reflect survivorship bias because underperformers drop out over time.