Meet Kevin
Nick Shirley is Suing The State of California
California's new AB 2624 imposes $4,000 civil fines on in‑home support providers for certain online disclosures, heightening regulatory risk for childcare and hospice companies.…
Meet Kevin
Agentic AI Stocks: Avoid THESE, Buy THIS
Meta’s valuation could double as agentic commerce expands, with Deutsche Bank projecting up to $270 B in commission revenue and an additional $36 B in 2030 transaction fees, dri…
Meet Kevin
How Midterms will F**K Up the Stock Market
Midterm election could drive a $3 trillion data‑center spend boom if Republicans win, boosting data‑center REITs, defense, financials, and nuclear. A Democratic sweep could shif…
Data with Zach
Fact data modeling explained day 1
This lesson teaches that a fact in data modeling should be an atomic event that cannot be broken down further, such as a single step rather than a mile. It explains that facts a…
Meet Kevin
Trump JUST *Launched* the GREAT Wealth Transfer
Trump’s policies are creating a wealth transfer from lower‑income Americans to the top 10% by inflating gas prices, war spending, and tax breaks that lift the tech‑heavy stock m…
Meet Kevin
The S&P 500 equal‑weight index is in a seventh straight weekly decline, signalling a severe erosion of market breadth even as the overall index hits all‑time highs. 10‑year Tre…
Joe Reis
The Truth About Nearshoring and Hiring in Latin America in the Age of AI w/ Eric Tabone
This episode explains how U.S. companies can leverage nearshoring in Latin America to access high‑quality data engineering and AI talent while managing cost and time‑zone alignm…
Felix & Friends (Goat Academy)
They Crashed Gold on Purpose (Here's the Real Debt Crisis Plan)
Bond yields are spiking worldwide—from Japan’s 30‑year JGBs to European sovereigns and U.S. Treasuries—signaling a potential debt‑crisis wave. The rise in yields has weakened th…
Meet Kevin
Palantir CEO Says OpenAI Will Get SUED!
Palantir CEO Peter Karp warned that OpenAI and Anthropic could face a wave of lawsuits that might lead to nationalization, signaling heightened regulatory risk for the AI sector…
Meet Kevin
holy smaboly the market flip is fracking starting
The speaker highlights a continued rally driven by retail investor activity, a strong ADP employment report, falling oil prices, and bullish sentiment in AI chip and cyber stock…