Dumb Money Live

Dumb Money
undefined
24 snips
Sep 29, 2026 • 60min

AI Is Running Out of Human Data. Here’s the Trade.

AI labs are running short of fresh human-written data as the internet fills with synthetic content. The discussion explores Reddit’s trove of real-world arguments, its licensing advantage, Google’s data moat, and potential market trades involving Yelp and Shutterstock. A lively debate examines AI in schools, personalized learning, agentic shopping, Amazon’s infrastructure prospects, and investing in an unpredictable AI-driven market.
undefined
15 snips
Sep 23, 2026 • 51min

Meta's Muse Just Changed the Al Trade — Here's What We're Buying

Meta’s viral Muse assistant is turning AI into an everyday tool for calendars, travel, shopping, bills, and more. The discussion explores privacy and security tradeoffs, Amazon’s attempt to block agentic commerce, and the infrastructure powering Meta’s AI ambitions. Attention also turns to Apple’s lag, AI video, rising compute demand, and the companies positioned to benefit.
undefined
20 snips
Sep 7, 2026 • 1h 5min

GPT-6 Astra Is Here. Are You Holding the Wrong AI Stocks?

GPT-6 Astra sparks a fresh debate over which AI stocks will win. The discussion explores agentic AI, surging compute demand, the future of chips and data centers, and why efficiency may expand usage rather than reduce it. Amazon, SoftBank, Unity, Bloom Energy, Vistra, and other infrastructure plays enter the spotlight as investors brace for another shift in the AI narrative.
undefined
21 snips
Sep 4, 2026 • 1h 23min

Tesla’s Robotaxi Is Finally Real—Now What Happens to $TSLA?

Tesla’s Cybercab is finally driving without pedals or a steering wheel, but major questions remain around pricing, regulation, production and profitability. The discussion explores whether Tesla can outscale Waymo, disrupt Uber and use robotaxis as proof of its robotics ambitions. It also covers GTA 6’s monetization potential, Amazon as a conviction pick, and Robinhood’s tokenized-asset plans.
undefined
19 snips
Jul 10, 2026 • 1h 5min

The Trade Nobody Sees Coming

A surprise flip-flop fashion moment resurfaces and sparks a trade idea tied to Brazilian maker Alpargatas. The hosts trace the trend from a $750 luxury sandal to $20 mainstream knockoffs. They explore trading frictions, brokerage limits, and currency risks for buying the pure-play stock. Other sandal and retail names get scanned and AI tools in podcast production also come up.
undefined
4 snips
Jul 3, 2026 • 1h 19min

GTA 6 Launch Trade: Boom or Bust for Take Two?

They debate whether GTA 6 is a platform-sized opportunity or just a massive launch. Pre-order signals, trailer timing, and premium edition sales get dissected as tradable catalysts. They weigh online launch timing, creator-economy potential, and risks from backlash or toned-down parody. Trading strategies and multi-year monetization, not just day-one revenue, take center stage.
undefined
Jun 9, 2026 • 56min

SpaceX IPO: Get Rich or Get Wrecked

Is SpaceX about to mint a new generation of millionaires with its long-awaited IPO, or will investors get burned in one of the most hyped public debuts ever? Today on Dumb Money, how we're playing the SpaceX IPO.
undefined
11 snips
May 20, 2026 • 52min

The Internet Can't Stop Buying This Wrap... We Bought the Stock

They unpack a viral chicken Caesar wrap and how internet buzz is moving a restaurant stock. They taste the wraps, share delivery mishaps, and debate whether a single menu item can change sales. They analyze influencer rollout, short interest, and a community plan to crowdsource store data.
undefined
6 snips
Apr 25, 2026 • 1h 9min

Graham Sold Everything... Here’s What He's Buying

A major YouTuber sells all his LA rentals and the panel dissects what that means for real estate signals. They debate cash flow versus appreciation and why stocks can beat property for liquidity. Big shifts into emerging markets, Bitcoin, and cash are explored. Collectibles, private equity regrets, high-conviction options, AI stock picks, and a teaser on peptides round out the conversation.
undefined
Mar 24, 2026 • 1h 4min

End of War Trades

Today on Dumb Money, preparing our trades for when the war ends.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app