How Does Apple Get Its Mojo Back?

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Jul 8, 2025

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Guests Cullen Roche, a macro expert, Eric Balchunas, an ETF analyst, and Alex Kantrowitz, a big technology expert, dive into pressing financial topics. They discuss the potential rise of alternative currencies and the persistent challenge of the dollar's decline. The trio also highlights the robustness of ETFs, including a unique standout. Alex elaborates on Apple's struggles with AI innovation, drawing comparisons with ChatGPT and suggesting possible strategic shifts for revitalization.

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INSIGHT

Inflation vs Productive Investment

Inflation devalues a dollar only if it is not invested productively.
Investing in stocks or even T-bills over time beats inflation significantly.

INSIGHT

Deficit's Inflational Impact Contextual

Government deficit size alone does not determine inflation.
The US's high productivity offsets deficit inflationary pressures effectively.

INSIGHT

Govt Spending Threshold For Inflation

Government spending over 35% GDP tends to trigger big inflation.
Current US spending around 24% GDP causes sticky but not runaway inflation.

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On this TCAF Tuesday, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ is here with a special edition of What Are Your Thoughts with special guests Cullen Roche, Eric Balchunas and Alex Kantrowitz. They discuss: who can replace the dollar, will the deficit crush us, the most successful ETF ever, if Apple should buy Perplexity, Meta vs OpenAI, and more.

This episode is sponsored by Grayscale. Curious about investing in crypto and not sure where to start? Visit: https://www.grayscale.com/ to learn more.

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