Year-end tape is quiet; risk doesn’t take holidays.
This is by far my favorite pod of the year, with some good cheeky bits for 2026 planning and mindset.
Year-end markets are whispering—not screaming—and that is exactly when bad decisions get made. Today’s grow money news covers thin liquidity and investor positioning, mixed Asian trading with holiday closures, what rates and mortgage pricing are signaling, a major AI-infrastructure M&A move, a quick crypto/stablecoin check-in, and a practical “year-end re-underwrite” hot sales idea. Plus, a tax radar update for 2026 thresholds—and a simple SIMERP nod for saving $630/year in taxes while you…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.