The Daily Show: Ears Edition TDS Time Machine | Ko$ta Doin' Business
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Sep 27, 2025 Michael Kosta dives into quirky ways to profit from shifting political landscapes. He discusses the surge in private prison stocks and the investment potential in climate-related goods. Kosta humorously predicts a boom in Kleenex sales and liberal yard signs. He also explores panic buying phenomena amidst tariff turmoil and the implications for consumer goods. With a mix of satire and savvy financial tips, he even touches on Alaskan tax breaks and the TikTok sale saga, offering a hilarious yet insightful look into America's mad money problems.
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Policy Moves Drive Prison Stock Surge
- Private prison stocks jumped after Trump picked an immigration hardliner, signaling investor expectation of increased incarceration.
- Michael Kosta highlights how policy choices can rapidly reprice companies tied to enforcement.
Climate Policy Shapes Consumer Winners
- Kosta argues a Trump administration's inaction on climate will favor fossil fuels and increase demand for defensive goods.
- He frames climate inaction as a market signal to buy weather-protection products.
Consider Dental Supplies If Fluoride Changes
- Buy dental-supply stocks if fluoride policy threats reduce water fluoridation and raise dental demand.
- Kosta points to Henry Schein's share jump as an example of markets pricing policy-linked demand.
