Hello show notes readers,

Thanks for tuning into another episode of Unqualified Advice. We went all over the place this time. Here is what you can look forward to in this episode:

Chapters

00:00 Olympics and Movie Theater Experiences 08:04 Book Recommendations and Generational Cycles 19:34 The State of the Economy and Interest Rate Cuts 27:53 The Impact of Policy on Inflation and Liquidity 31:18 The Concept of Being a 'Townie' 35:04 The Naming of Generations and Its Significance 36:33 The Development and Potential of AI Technology 40:09 The Importance of Bubbles in Innovation 44:06 The Challenges Faced by IT Professionals during the CrowdStrike Incident 51:00 The Unintended Consequences of Legislation

 

Companies discussed

• NBC/Peacock - Mentioned in relation to the Olympics broadcast and the iconography used for sports like beach volleyball.
• AMC Theatres - Discussed in the context of the movie-going experience, including concessions like Pepsi vs. Coke.
• Regal Cinemas - Compared with AMC in terms of concessions offered (Pepsi vs. Coke).
• Pepsi - Discussed as the concession choice at some movie theaters and in certain towns.
• Coca-Cola (specifically Cherry Coke) - Preferred by Sean over Pepsi at movie theaters.
• Epic Pass (Vail Resorts) - Mentioned in relation to the Pepsi contracts at certain mountain towns.
• Microsoft - Discussed in the context of IT issues, particularly with email and cybersecurity.
• CrowdStrike - The main focus of a cybersecurity incident that impacted IT systems.
• Symantec and McAfee - Mentioned in relation to antivirus and security software operating at the kernel level.
• BNY Mellon and JPMorgan - Referenced in relation to the flow of government money and financial systems.
• Fastenal, MSC, Grainger, Snap-on - Industrial supply companies mentioned in the context of economic conditions and sales trends.