Liquidity up, markets up; liquidity down, markets down

Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and American exceptionalism (4:40). Rewriting debt will essentially be at prevailing interest rate (22:05). AI will shorten our work week, but won't cause mass unemployment (29:00). Big pharma stocks, why Kirk is selling more than buying, and writing a lot of covered calls (32:15).

Subscribe to Kirk's Margin of Safety Investing

Show Notes:
President Trump Inherits A Good Economy At Risk And A Big Debt
I'm Selling Stocks Hand Over Fist
Pfizer: One Of The Next Big AI Winners
AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano

Read our transcripts

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions