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This week on We Talk Money, we're exploring the markets with Caleb Franzen… and digging into why he currently has 70% of his net worth in Bitcoin. Caleb is up more than 26% year-to-date, and in this episode we break down what he's seeing across the markets right now, including: Why he's so heavily allocated to Bitcoin Cross-market signals and what they're telling us The outlook for tech and AI stocks Specific names including Palantir (PLTR), Snowflake (SNOW) and more Where he's finding opportunities heading into the rest of the year Ask a question for the show: https://wetalkmoney.com/question

Tesla's full self-driving technology may finally be getting close to what Elon Musk promised years ago, but with a massive valuation already baked into the stock, the big question is whether the growth ahead can justify it. This week, we're breaking down Tesla's self-driving technology, the potential for mass adoption, the risks that could derail the thesis, and whether the market is missing something. Ask a question for the show: https://wetalkmoney.com/question

The market could be setting up for a MASSIVE move… The S&P 500 is flirting with all-time highs, Bitcoin is holding strong, and investors are trying to figure out what comes next as the Fed, inflation, energy prices, and geopolitical risks collide. This week, we're breaking down the bull case, the risks, and what could send markets sharply higher from here.  Ask a question for the show: https://wetalkmoney.com/question

This week we saw Bitcoin put in a massive short squeeze and break some key areas that could be throwing us back into a bull market. So in this episode, we're looking at the big picture and talking through where Bitcoin could go from here. Ask a question for the show: https://wetalkmoney.com/question/

SpaceX is currently down 50% from the IPO highs… And Bitcoin treasury companies are capitulating. This week we're exploring what this two themes mean for traders & investors. Also, you'll learn: Are Chinese LLMs destroying US frontier labs? Will rising rates crash the stock market? Which sectors are due for a pop? And much more! Ask A Question For The Show - https://wetalkmoney.com/question/

What do wealthy people actually do with their money, and what mistakes can cost them millions? Which wealth strategies give you the most bang for your buck? In this episode of We Talk Money, Nikki sits down with wealth advisor Mark Cecchini, to discuss how high-net-worth professionals and founders should think about stock, taxes, liquidity events, and long-term wealth planning. This conversation is especially relevant for anyone with stock-based compensation, concentrated company stock, significant Bitcoin or crypto gains, a future liquidity event, or a rapidly growing net worth. Connect with Mark Cecchini on X: https://x.com/markcecchini *This content is for informational and educational purposes only and should not be considered individualized investment, tax, or financial advice. Ask a question for the show https://wetalkmoney.com/question/

Today we're talking about a question that sounds extreme until you look at the incentives: Has the U.S. stock market become so central to retirement and political stability that policymakers can't allow it to stay down for long? Also, you'll learn: Why microchip stocks might continue to carry the economy and markets What are the implications of agentic trading robots? Is bitcoin going to cut the bear market short? And much more Ask a question for the show https://wetalkmoney.com/question/

In this episode, I sit down with Andrew Walker for a deep dive into one of the market's most controversial companies: Strategy (formerly MicroStrategy). We break down whether Strategy deserves to trade at a premium to its Bitcoin holdings, the hidden risks inside its capital structure, why Andrew is bearish on the common stock but long the preferred shares, and what investors may be missing about the broader "Digital Asset Treasury" trade.  Ask a question for the show https://wetalkmoney.com/question/

In today's episode, we're talking about the hidden cost behind two of the biggest market stories right now: Bitcoin leverage and artificial intelligence. Strategy's preferred and common stocks are selling off, and people are asking whether Saylor's Bitcoin machine is actually breaking. Is this real structural risk, or is the market panicking over bad assumptions? At the same time, Apple is raising hardware prices because AI data centers are competing for the same chips, memory, and storage that go into consumer devices. So my question is: Are these just temporary stress points, or are investors starting to see the true cost of the two biggest trades in the market: Leveraged Bitcoin accumulation and the AI infrastructure boom? Submit a question for the show at https://www.wetalkmoney.com

This week's We Talk Money is about a simple shift… Speculative attention has moved. Bitcoin is still central to the market story, but the easy crypto dopamine trade is not the main show right now. Capital is chasing AI infrastructure, frontier IPOs, leveraged products, and anything that gives investors a faster scoreboard. We debate four questions: Is the Strategy / STRC panic overblown, or is this how a Bitcoin treasury death spiral starts? Is SpaceX showing us infinite abundance, or market-top euphoria? Will SaaS stocks recover, or did AI permanently break the old software multiple? Where did dumb money go now that crypto is not the obvious darling? Submit a question for the show at https://www.wetalkmoney.com

Stocks and bitcoin are up nearly 30% since the March lows… But the economic data suggest something might be broken. So, is this boom market just getting started or running out of steam? You'll learn: Why are tech stocks still ripping to all time highs? How will Trump's visit to China impact markets? Is bitcoin finally breaking out of its bear market? And much more! Submit a question for the show at https://www.wetalkmoney.com

This week we saw market react strongly to the war in Iran… With oil spiking and risk assets selling off. In today's episode we look at the fallout from global conflict and the "tech wreck" from AI. You'll also learn: What is the most likely path for bitcoin in 2026? How will booming oil prices impact inflation? Is software REALLY dead? And much more! Submit a question for the show at https://www.wetalkmoney.com

Metals went parabolic… then crashed hard today. Now everyone's asking — is it Bitcoin's time to shine? In this episode, we break down the wild action in gold and silver, Bitcoin's underperformance, and what it all means for the "debasement trade." You'll also learn: Why gold and silver reversed so fast Whether Bitcoin can finally catch a bid What AI stock volatility says about market sentiment And much more! Submit a question for the show at https://www.wetalkmoney.com

2025 is coming to a close, and we're getting ready for some volatility next year! So in this episode, we cover what we're trading right now and why… And we look at some of our biggest wins and losses of 2025. You'll also learn: Why bitcoin is red on the year when everything else is up How the AI boom and bust could impact markets What are the biggest themes of 2026? And much more! Submit a question for the show at https://www.wetalkmoney.com

Well, it's official… NYC has just elected a socialist as its mayor. And investors are wondering - what does this mean for the future of capitalism in the US? You'll also learn: Why finance jobs are fleeing NY for Texas (and the new stock exchange) Is the macro bitcoin trend over or about to make a run for all-time highs? Are strong earnings enough to hold up the stock market now? And MUCH more! Submit a question for the show at https://www.wetalkmoney.com