This week we took a detour into the joy of the Knicks championship and what it says about New York, collective identity, and why Zohran Mamdani’s politics make sense in a city where the billionaire and the bodega worker share the same sewer pipe. Then we got back to the markets, where a flood of new share issuances is quietly changing the supply and demand math that’s driven equities upward for 40 years. With bond yields actually competing for attention, the irrational exuberance warnings are starting to sound less crazy.

Chapters

Intro: 00:00:37

Quick Takes: 00:01:18

Max Notes: 00:04:57

Killer Left Take of the Week: 00:13:17

Chart of the Week: 00:15:34

Headlines: 00:19:51

Outro: 00:21:03

Resources

270 to Win: 2026 Senate Election Interactive Map

Sharing Sociology: From Redlining to the Court: How Systemic Racism Shaped Basketball Culture in NYC

Nate Rattner: Courts of New York (A visual atlas of the city’s public basketball spaces)

Courts of the World: Basketball Courts in New York City, NY

NYC Parks: About the New York City Department of Parks & Recreation

Forbes: The Cities With The Most Billionaires 2025

The Bitchuation Room (with Francesca Fiorentini): Ivanka and Jared Chased Out Of Albania

SIFMA: US Equity and Related Statistics

CounterPunch: What’s Wrong With the American Left: Captured by the Professional Class

Dissent Magazine: AI is Theft

Grist: For first time, Americans are getting more of their electricity from solar than coal

UNFTR Resources

Video: On The Record 6-16-26 (Zohran & Knicks outshine Trump & UFC).

Essay: Be Like NYC.

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