As we move through January 2026, the markets are at all-time highs, but the "smooth sailing" narrative is starting to show some cracks. In this episode, Colin and Wheeler explore the "lull" currently happening under the hood of the economy and why diversification is finally proving its worth again after years of US large-cap dominance. We dive deep into the sudden, parabolic rise of silver—up 58% in a single month—and debate whether we are witnessing a fundamental shift or a "tulip mania" style bubble driven by price-chasing.
Beyond the charts, we examine the massive cultural and financial shift happening in the creator economy. With Tom Lee’s Bitmine investing $200 million into Beast Industries, the conversation turns to the scale of MrBeast’s global dominion and the potential for a "Beast Financial Services". We discuss how a YouTube channel has evolved into a billion-dollar industry that could eventually redefine financial literacy for an entire generation.
Finally, we prepare for the headwinds of 2026, including the appointment of a new Fed Chair in March and rising global trade tensions. At its core, this episode is about understanding that volatility is the price of long-term compounding. We aim to provide a grounded perspective that helps you process this information rather than react to it, staying curious and optimistic in a noisy world
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Credits:
Created By: Wheeler Crowley and Colin Walker
Production Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims
