Laminate Money

Laminate Money

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Laminate Money episodes

  • The Santa Claus Rally

    On this week's episode Tom, Jacob, and Carissa talk about Kroger's call on food inflation, Blackstone's 7% down day, the what and why of the Santa Claus rally, and the key indicators of a recession from oil and gas prices to lumber and the Fed.

    Feel free to shoot us an email at [email protected] for questions or suggestions for future topics.


    Show Notes

    The Good: Kroger's call on food inflation.

    The Bad: Blackstone Real Estate Income Trust Inc., exceeded its monthly limit of 2% of its net-asset value.

    The Comical: The stock market could have a jolly December.

    Head Scratcher of the week: Audience claps for Sam Bankman-fried.

    What is going on?

    1. The strong November job reports keep the Fed on track to raise interest rates by a half percentage point. Jobs are still strong Employers added 263,000 jobs in November and the unemployment rate held steady at 3.7%. Markets didn't like that.
    2. Federal Reserve Chairman Jerome Powell confirmed Wednesday that smaller interest rate increases are likely ahead...Powell said he expects the Fed can start slowing down as soon as the December meeting, and that is pretty much all the market heard.
    3. Tesla delivered its first electric semi to PepsiCo. “We completed our first cargo run with a very enormous amount of Frito-Lays,” Mr. Musk said.
    4. Oil and gas prices are below pre war levels, a signal that a recession is looming and also raises the chances that OPEC+ cuts production
      • Biggest Win: Fixed income - 10 year is down to 3.4% - This is a huge boom and something we knew would be coming.
      • Time Machine: Lumber prices are the worst performing commodity this year. down a stagering 65.5% this year.

        • To experience financial excellence, book a call with an advisor here.

        Follow along with our team on LinkedIn.

        49 min
      • Meme Stocks and Massive Holiday Deals

        On this week's episode we discuss how hedge funds are still betting against Game Stop (GME), how Credit Suisse is going to lose $1.6 billion, and some good and bad news on the state of economies.

        Feel free to shoot us an email at [email protected] with your feedback, questions, or topics you want covered on the show.


        Show Notes

        The Good: We are looking at some steep holiday discounts

        The Bad: Credit Suisse looking at a $1.6 billion loss

        The Comical: Investor Carl Icahn is still betting against Game Stop (GME)

        Head Scratcher of the week: The Woolly Mammoth is making a come back

        What is going on?

        1. OECD gave a firm warning to Europe
        2. 30% less homes are being bought by investors
        3. A rail strike may be on our horizon
        4. Bob Iger is back as Disney CEO
          • Biggest Win: John Deere is killing it
          • Time Machine: Record high food prices, turkey is expensive so people are going out I guess

            • To experience financial excellence, book a call with an advisor here.

            Follow along with our team on LinkedIn.

            33 min
          • Taylor Swift Broke the Business World Again

            On this week's episode we discuss the clashes consumers are having with debt and spending as balances rise and sentiment drops, the most poorly managed company in the world, how Taylor Swift broke ticketing, what a split congress means for the debt ceiling, and a wild expectation on GDP growth.

            Feel free to shoot us an email at [email protected] with any feedback, questions, or topics you want covered.

            38 min
          • Was that the Bottom?

            From the midterm elections to inflation to new crypto bankruptcies, the markets had a lot to process over the week. In this week episode we talk about what all this news means for the markets and ultimately your financial life.


            Feel free to shoot us an email at [email protected] with any feedback, questions, or topics you want covered.
            Show Notes

            The Good: Markets popped and the Dow is close to all-time highs

            The Bad: Binance walks away from the FTX deal

            The Comical: Record market cap swings

            Head Scratcher of the week: Meta's rally on 11,000 people getting fired

            What is going on?

            1. The inflation rally
            2. Midterm results are in - what does that mean for markets
            3. Crypto meltdowns could lead to margin calls - JPMorgan Says
            4. Futures point to more gains
              • Biggest Win: People's 401(k) are getting some relief
              • Time Machine: Sam Bankman-Fried was a multi-billionaire then suddenly a millionaire
              • Quote of the week: The housing market is smashed
              • Book a call with an advisor.
              • Follow along on Linkedin.
                • 41 min
              • What Would You Do with $1.6 Billion?

                On this week's episode we discuss what the Federal Reserve did last week and what that means for you, Starbuck's record pumpkin spice latte sales, the $1.25 million Creel House, and what we would do with $1.6 billion.


                To join the conversation, please send in your feedback and questions to:

                40 min
              • Forward Looking Machines

                In this week's episode we talk about the Dow, Apple, Meta and the trouble big tech is facing, the deceiving GDP print, and how to run your financial life in a world of uncertainty. Markets move extremely fast, so fast it can seem like the market is pricing in current events, but it is really pricing in future outcomes.


                If you liked this episode, please like, comment, and subscribe!

                If you have any questions or feedback please email:


                We'd love to hear from you!

                39 min
              • Shorter Lines and Pricing Power

                In this episode we talk about where people are cutting back on their spending, how the demand for rent is sinking, and why 2/3 working adults are far worse off financially then they were a year ago.


                Please send in your questions/feedback at:


                We'd love to hear from you!


                Articles referenced:

                The Bump Before the Slump by Dr. David Kelly
                https://www.linkedin.com/pulse/lifting-fog-uncertainty-growth-inflation-politics-rates-david-kelly/?trackingId=4dZkbqqJsbVeWMcpmNLl9w%3D%3D

                Why Isn't Inflation Slowing?

                https://awealthofcommonsense.com/2022/10/why-isnt-inflation-falling/

                Apple's Pricing Power

                https://www.cnbc.com/2022/10/24/apple-raises-prices-on-apple-tv-and-apple-music.html

                Apex Space
                https://www.cnbc.com/2022/10/24/andreessen-horowitz-backed-apex-space-aims-to-mass-produce-spacecraft.html

                Personal Finance in the UShttps://www.cnbc.com/2022/10/24/more-americans-live-paycheck-to-paycheck-as-inflation-outpaces-income.html#:~:text=With%20persistent%20inflation%20eroding%20wage,according%20to%20a%20recent%20report

                44 min
              • "Wait, What Just Happened?!"

                In this episode we dive into the recent inflation report and it’s effects on markets, the rubber bands the Fed has on the economic watermelon, and how millionaires invest and think about investing.


                Ray Dalio's Video 'How The Economic Machine Works': https://youtu.be/PHe0bXAIuk0

                Email [email protected] with your questions and feedback, we'd love to hear from you.

                47 min
              • A Tale of Two Consumers

                In this episode we touch on market pricing, OPEC, the economy, and jobs as it relates to what it means to be a consumer, the importance of a consumer in the broad scope of the economy, and what it means for you personally.

                Send in your questions or feedback to [email protected]


                Carissa's book - The Simplest Way to Change the World by Dustin Willis


                42 min
              • Bearish Behaviors

                In this week's episode we discuss how fast markets move -- how investor behavior drove the London Gilt, the recession may not be as deep as anticipated, recency bias clouds investing and emotions, the current state of inflation, and the condition of liquidity in the US.


                Subscribe to get new episodes every week.

                For feedback, questions, or comments email [email protected] and be sure to follow us on LinkedIn at 'Fjell Capital'.

                40 min

              About Laminate Money

              From the publisher's feed

              Your financial life, your neighbors financial life, the companies you invest in, our economy as a whole, is built layer by layer. Come learn how each week what the team at Fjell Capital is thinking as new layers unfold and how you can design and build your dream financial life. Email us at [email protected].