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Everything said about
SCHW
+ Watchlist
6
Ideas · 30d
6
Episodes
3.5
Avg depth
6
Ideas · all time
The conversation · most recent first
4 JULTHE COMPOUND AND FRIENDS · 03:10
Prediction market ETFs eliminate proxy risk
"The guest and hosts argued that upcoming prediction market ETFs will offer a cleaner way to hedge macro events than traditional equity proxies."
In depth · 4/5
4 JULTHE JULIA LA ROCHE SHOW · 04:50
Low-coupon legacy paper traps bank liquidity
"The guest argued that banks holding low-coupon mortgage-backed securities from the COVID era face rising unrealized losses and illiquidity as long-term rates remain elevated."
Substantive discussion · 3/5
4 JULBANKLESS · 00:35
US regulatory approval to unlock perp market
"The eventual regulatory approval of crypto perpetual contracts in the US represents a massive untapped market that will channel tens of billions in flows to compliant platforms and traditional brokerages."
Substantive discussion · 3/5
4 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 04:15
Private market access rules restrict retail wealth
"The hosts argued that accredited investor laws shut retail out of early-stage private company growth, calling for the democratization of private equity access."
Substantive discussion · 3/5
4 JULWHAT BITCOIN DID · 02:45
Bitcoin transitions to institutional base money
"The guest argued that Bitcoin is transitioning from a speculative asset to a core financial reserve asset, supported by direct brokerage access and corporate treasury adoption."
Core thesis · 5/5
4 JULUNCHAINED · 11:15
Incumbents poised to dominate prediction markets
"The speakers argued that established financial institutions like Cboe and Charles Schwab are positioned to capture the prediction market category pioneered by crypto startups."
Substantive discussion · 3/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION