In this episode, I sit down with Andrew Walker for a deep dive into one of the market's most controversial companies: Strategy (formerly MicroStrategy).

We break down whether Strategy deserves to trade at a premium to its Bitcoin holdings, the hidden risks inside its capital structure, why Andrew is bearish on the common stock but long the preferred shares, and what investors may be missing about the broader "Digital Asset Treasury" trade.

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Today we're talking about a question that sounds extreme until you look at the incentives:

Has the U.S. stock market become so central to retirement and political stability that policymakers can't allow it to stay down for long?

Also, you'll learn:

• Why microchip stocks might continue to carry the economy and markets
• What are the implications of agentic trading robots?
• Is bitcoin going to cut the bear market short?
• And much more

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In today's episode, we're talking about the hidden cost behind two of the biggest market stories right now:

Bitcoin leverage and artificial intelligence.

Strategy's preferred and common stocks are selling off, and people are asking whether Saylor's Bitcoin machine is actually breaking.

Is this real structural risk, or is the market panicking over bad assumptions?

At the same time, Apple is raising hardware prices because AI data centers are competing for the same chips, memory, and storage that go into consumer devices.

So my question is:

Are these just temporary stress points, or are investors starting to see the true cost of the two biggest trades in the market:

Leveraged Bitcoin accumulation and the AI infrastructure boom?

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This week's We Talk Money is about a simple shift… Speculative attention has moved. Bitcoin is still central to the market story, but the easy crypto dopamine trade is not the main show right now. Capital is chasing AI infrastructure, frontier IPOs, leveraged products, and anything that gives investors a faster scoreboard. We debate four questions:

• Is the Strategy / STRC panic overblown, or is this how a Bitcoin treasury death spiral starts?
• Is SpaceX showing us infinite abundance, or market-top euphoria?
• Will SaaS stocks recover, or did AI permanently break the old software multiple?
• Where did dumb money go now that crypto is not the obvious darling?

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Stocks and bitcoin are up nearly 30% since the March lows… But the economic data suggest something might be broken. So, is this boom market just getting started or running out of steam? You'll learn:

• Why are tech stocks still ripping to all time highs?
• How will Trump's visit to China impact markets?
• Is bitcoin finally breaking out of its bear market?
• And much more!

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This week we saw market react strongly to the war in Iran… With oil spiking and risk assets selling off. In today's episode we look at the fallout from global conflict and the "tech wreck" from AI. You'll also learn:

• What is the most likely path for bitcoin in 2026?
• How will booming oil prices impact inflation?
• Is software REALLY dead?
• And much more!

Submit a question for the show at https://www.wetalkmoney.com

Metals went parabolic… then crashed hard today.

Now everyone's asking — is it Bitcoin's time to shine?

In this episode, we break down the wild action in gold and silver, Bitcoin's underperformance, and what it all means for the "debasement trade."

You'll also learn:

• Why gold and silver reversed so fast
• Whether Bitcoin can finally catch a bid
• What AI stock volatility says about market sentiment
• And much more!

Submit a question for the show at https://www.wetalkmoney.com

Well, it's official…

NYC has just elected a socialist as its mayor.

And investors are wondering - what does this mean for the future of capitalism in the US?

You'll also learn:

• Why finance jobs are fleeing NY for Texas (and the new stock exchange)
• Is the macro bitcoin trend over or about to make a run for all-time highs?
• Are strong earnings enough to hold up the stock market now?
• And MUCH more!

Submit a question for the show at https://www.wetalkmoney.com