The Impervious and I come together to talk about the market’s new all-time highs and the crush in implied volatility. For once, we both agree energy is well positioned to benefit from technical (potential short squeeze, high amount of options traded) and fundamental (supply constrained, demand growing) factors. Sean talks about opportunities in uranium, implied volatility, gold miners and more. I discuss recent changes in my own portfolio where the theme was sell low quality businesses and buy more of high quality businesses.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
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CrimeLess: Hillbilly Heist
It’s 1996 in rural North Carolina, and an oddball crew makes history when they pull off America’s third largest cash heist. But it’s all downhill from there. Join host Johnny Knoxville as he unspools a wild and woolly tale about a group of regular ‘ol folks who risked it all for a chance at a better life. CrimeLess: Hillbilly Heist answers the question: what would you do with 17.3 million dollars? The answer includes diamond rings, mansions, velvet Elvis paintings, plus a run for the border, murder-for-hire-plots, and FBI busts.