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This week we dive into how the markets reacted to an important inflation read (and the White House’s hot take) (00:00:46-00:05:51). Plus we do a deep dive on Bed Bath & Beyond’s short squeeze and Large doing his part to pad BBBY’s Q3 stats (00:05:52-00:19:17). In the week ahead we’ll be keeping an eye on retail earnings and the health of the American consumer… because ‘Merica that’s why (00:19:18-00:26:47). Then we break down arguably our worst trade to date (00:31:29-00:36:10). We close out with Large inexplicably putting Robinhood on his watchlist, and we concoct a plan to help our colleagues that recently joined OnlyFans (00:36:11-00:53:51).
We’re joined by Wall Street legend (and Large’s former colleague) Kenny Polcari. If Kenny looks familiar that’s because you’ve probably seen him on CNBC, Bloomberg, and Fox Business talking markets. Kenny and Large reminisce about Wall Street’s glory days (the bromance is palpable). We also get into whether Kenny thinks we’re in a recession and who he thinks is to blame. Plus, he shares his top picks right now and reminds us why our portfolio kinda sucks.
This week we're diving into the jobs report... and remind you that we are idiots and that this is NOT INVESTMENT ADVICE (00:01:36-00:09:06). We also talk about arguably the most fugazi stock of all time: AMTD Digital (00:09:06-00:14:46). In the week ahead we're keeping an eye on CPI data and 13F reports, which can make even the worst investor feel better about themselves (00:14:46-00:22:00). Then we get into the portfolio, and our newest position (00:22:00-00:38:23). We close it out with Large roasting a few of the Fam's picks, and then we talk about why Airbnb, Chinese IPOs, and AMC are on our watchlist (00:38:23-00:56:15).
Large and Tyler are back to talk about the latest GDP numbers and figure out whether we're in a recession or not (depending on which definition you go by). They also update the performance of The Family Office Fund and outline what they'll be looking forward to this week. On top of that, they announce the first guests joining The Family Office to discuss crypto and NFTs. It was a busy week, but The Family Office has got you covered. Enjoy
Large and Tyler are back for another episode of The Family Office. Large feels much better after a painful week in the hospital and is ready to discuss the latest drama surrounding Elon Musk. The guys also give an update on The Family Office Fund and let you know what to watch for this week. Oh yeah, and Large almost burns his house down mid-episode. Enjoy
Large and Tyler are back in business after a brief health scare. They recap the June CPI report that set the internet on fire and also talk about Large’s painful hospital experience. It’s gonna take more than a kidney stone to bring down The Family Office. Enjoy
Large and Tyler are back to go over this week in the markets and our Family Office Fund. They go over "potential" future investments such as WD-40 and Rocky Mountain Chocolate Factory. We're still positive on the whole and can't wait to show you what else we have planned. You're going to enjoy this one.
Large and Tyler are back for a July 4th edition of The Family Office. They discuss the latest movements in the Family Office Fund including our first ever shot down venture. Enjoy, guys.
Large and Tyler are back to go over the Family Office's weekly performance. Exxon has gone down, but Tyler made a positive trade that he's very excited about. The boys also talk about other important investment strategies such as never discounting a stock with a good ticker name. Stay tuned for more.
We're back with another episode of The Family Office. Large and Tyler summarize what can only be described as a shaky first week. They break down their initial investment, how it's reacting and what the logical next steps may be. Strap in, folks.
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