We Talk Money

This week on We Talk Money, we're exploring the markets with Caleb Franzen…

and digging into why he currently has 70% of his net worth in Bitcoin.

Caleb is up more than 26% year-to-date, and in this episode we break down what he's seeing across the markets right now, including:

• Why he's so heavily allocated to Bitcoin
• Cross-market signals and what they're telling us
• The outlook for tech and AI stocks
• Specific names including Palantir (PLTR), Snowflake (SNOW) and more
• Where he's finding opportunities heading into the rest of the year

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Tesla's full self-driving technology may finally be getting close to what Elon Musk promised years ago, but with a massive valuation already baked into the stock, the big question is whether the growth ahead can justify it.

This week, we're breaking down Tesla's self-driving technology, the potential for mass adoption, the risks that could derail the thesis, and whether the market is missing something.

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The market could be setting up for a MASSIVE move…

The S&P 500 is flirting with all-time highs, Bitcoin is holding strong, and investors are trying to figure out what comes next as the Fed, inflation, energy prices, and geopolitical risks collide. This week, we're breaking down the bull case, the risks, and what could send markets sharply higher from here.

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This week we saw Bitcoin put in a massive short squeeze and break some key areas that could be throwing us back into a bull market.

So in this episode, we're looking at the big picture and talking through where Bitcoin could go from here.

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SpaceX is currently down 50% from the IPO highs… And Bitcoin treasury companies are capitulating. This week we're exploring what this two themes mean for traders & investors. Also, you'll learn:

• Are Chinese LLMs destroying US frontier labs?
• Will rising rates crash the stock market?
• Which sectors are due for a pop?
• And much more!

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What do wealthy people actually do with their money, and what mistakes can cost them millions?

Which wealth strategies give you the most bang for your buck?

In this episode of We Talk Money, Nikki sits down with wealth advisor Mark Cecchini, to discuss how high-net-worth professionals and founders should think about stock, taxes, liquidity events, and long-term wealth planning.

This conversation is especially relevant for anyone with stock-based compensation, concentrated company stock, significant Bitcoin or crypto gains, a future liquidity event, or a rapidly growing net worth.

Connect with Mark Cecchini on X: https://x.com/markcecchini

*This content is for informational and educational purposes only and should not be considered individualized investment, tax, or financial advice.

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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 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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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?

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

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?

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