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] EOS vs Axon

[00:38:09] EOS Earnings

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