Episode 40
E40: Recession Reality - Unpacking Economic Indicators, Techno-Feudalism, Selling ABNB, AXON vs EOSE
13 August 2024
Are we in a recession or not? What is the Sahm Rule Recession Indicator? Why does Claudia Sahm herself not trust its conclusion at the moment?
Are we no longer in a capitalist system? A preview of an upcoming conversation about techno-feudalism and the contradictions of capitalism. Blame Monkey for this one.
Did Luke get lucky selling Airbnb $ABNB before earnings based on local anecdotal evidence from his visit to the Paris Olympics? When and what is anecdotal evidence good for? We consider some examples: $AAPL $NFLX $TSLA.
Luke reaches 12,000 followers on X on the strength of his investing success and meticulous record keeping. We answer a few questions from listeners, including what company could we not pull a trigger on despite wanting to: $META $PLTR $AAPL.
Badger provides an update on Axon’s $AXON latest fantastic earnings. Meanwhile, Monkey explains why he thinks $EOSE will be the better investment in two years’ time despite his own enthusiasm for $AXON.
We talk about the perceived risk of Eos Energy $EOSE and its new partnership with Cerberus: friend or foe? Can we know for sure?
Segments:
[00:00:00] Introduction [00:00:58] Are we in a Recession? [00:12:19] Why Luke Sold Airbnb BeforeEarnings [00:20:49] Luke's 'Ask Me Anything' [00:33:15] AXON Earnings [00:35:53] EOSE vs Axon [00:38:09] EOSE Earnings
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