We Talk Money
A financial planner, professional investor, and entrepreneur walk into a podcast to talk about all things MONEY. Join us for weekly discussions covering investing strategies, personal finance tips, and ways to increase your income and build wealth. We answer your most pressing questions about money and investing! Go to wetalkmoney.com to submit your questions.
Should Billionaires Exist? (And Huge Crypto Progress)
In this week's episode, we're diving into some of the biggest winners and losers of earnings season…
And talking about some huge developments that just released this week!
You'll also learn:
How legendary investor Stan Druckenmiller is connecting traditional finance and perpetual futures Why Bitcoin is pulling back hard this week What investors are doing to prepare for WW3 And much more!Ask a question: https://wetalkmoney.com/question/
Why Bitcoin Is My Largest Position (With Caleb Franzen)
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 yearAs...
Is Tesla's Big Bet Finally Paying off?
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 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.Â
Ask a question for the show: https://wetalkmoney.com/question
Did Bitcoin Just Bottom?!
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/
Why SpaceX & Tesla are Crashing, & Bitcoin Capitulation Signals
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/
Wealth Advisors Debunk the Biggest Myth About Being Rich (w/ Mark Cecchini)
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...
Is The Stock Market Too Big To Fail?
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 moreAsk a question for the show https://wetalkmoney.com/question/
Will Strategy Survive? (with Andrew Walker & StockGeekTV)
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.Â
Ask a question for the show https://wetalkmoney.com/question/
Strategy's Bitcoin Implosion Explained, And The True Cost of AI
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...
Bitcoin Treasury Panic, SpaceX Euphoria, And The AI Stock Rotation
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...Strong Markets, Fragile Foundations: What Breaks First?
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
Everything Has Hit The Fan (War, Tech Wreck, Bitcoin Standoff)
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
Gold & Silver Just Got Wrecked… Bitcoin's Time To Shine?
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
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What We're Trading Going Into 2026
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
Will the US Survive the New Socialist Experiment?
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
EMERGENCY UPDATE: Gold's Parabolic Rip
Gold has been going straight up for 9 weeks in a row…
And price action has gone parabolic.
In today's episode, we analyze the relationship between gold and bitcoin…
And explain a gold short trade idea.
You'll also learn:
How gold's bull market could lead to a bitcoin run Why stocks continue to grind higher despite fear What earnings season looks like so far And much more!Submit a question for the show at https://www.wetalkmoney.com
Our Biggest Winners & Losers of 2025… So far
It's no secret that stocks, crypto, and gold are killing it in 2025…
But only a few segments have been outperforming.
So in today's class we're going to talk about lessons learned from some of our biggest gainers and losers.
You'll also learn:
Why are stocks up when employment is deteriorating? How does the government shut down impact markets? Will we see a big altcoin season or a trap? And much more!Submit a question for the show at https://www.wetalkmoney.com
Is The Bubble About To Burst?
Bitcoin, stocks, and gold have been in multi-year bull markets…
But is the bubble about to burst?
The data is looking interesting to say the least.
You'll also learn:
Are sky-high valuations for stocks signaling a top? Is AI over-hyped and under-performing? Will the bitcoin market cycle continue? And we answer a BUNCH of questions!Submit a question for the show at https://www.wetalkmoney.com
How Much Bitcoin Is "Too Much" When You've Made Life-Changing Money?
Stocks and bitcoin are down today…
But have been CRUSHING 2025 so far.
Many people have made life-changing money this market cycle and are wondering…
"How much bitcoin is TOO much for your risk tolerance?"
So today we dive into the markets and different ways to build wealth.
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You'll also learn:
How are corporate earnings impacting markets? Will bitcoin buck the 4 year market cycle trend? Is inflation about to crush markets? And much more!Submit a question for the show at https://www.wetalkmoney.com
This Market Is On Fire - How Far Can It Run?
Since bitcoin recently hit our multi-year target of $120k, people are asking…
How much further can this bull market go?
So in today's episode, we're looking at what caused the breakout and how crazy things could get.
You'll also learn:
Is bitcoin taking on a life of its own - or just following stocks? Will the recent inflation uptick cause a pullback? Why does the market keep shaking off bad news? And much more!Submit a question for the show at https://www.wetalkmoney.com
Revealing The Driving Forces Behind These MASSIVE Price Swings!
Since our last We Talk Money episode:
Stocks are up about 30%…
And bitcoin is up over 40%.
So, what caused this massive capitulation and trend back towards all-time highs?
In today's episode, we dive into:
Was the height of the tariff war likely "The Bottom"? Who's eating up bitcoin's supply? Is the consumer suffering or thriving? And much more!Submit a question for the show at https://www.wetalkmoney.com
How Screwed Are The Markets?
We've seen the fastest selloff in stock markets since the covid crash…
And investors are all wondering - "How screwed are investors, markets, and economies?"
So, in this episode we're walking you through the risks and opportunities of this year's trade war.
You'll learn:
What are the bear and bull case outcomes for this tariff battle? Why are bond yields skyrocketing? Are we buying the dip? And much more!Also, if you are an investor or trader feeling like you're walking around blind, join our Wealth Building Community!
You ca...
Is This The END of the Bull Cycle or a Big Bear Trap?
Volatility has been the word of the month…
And investors are wondering if this is "The End" or a big ol' bear trap.
You'll also learn:
What could cause an upside pain trade? Is Tesla doomed or ready for a boom? We cover Gold, Chinese stocks, and more!Â
Submit a question for the show at https://www.wetalkmoney.com
Recession Fears are Back! Tariff's Bringing a Crash?
The tariff battle has been heating up, and macro indicators are deteriorating…
So is this the end of the bull market, or just a blip on the radar?
You'll learn:
Why has GDP taken a sharp dive? What caused bitcoin and stocks to pull back to 200 moving averages? How can we find opportunity in this market? And much more!Submit a question for the show at https://www.wetalkmoney.com
How We're Hunting For Profits In a Trader's Market
Stocks and bitcoin are holding up despite fearful market sentiment…
And we're in hunting mode!
You'll learn:
Why this is a stock picker's market Which way will bitcoin break outside of this range How can we protect our wealth if things crash? And much more!Submit a question for the show at https://www.wetalkmoney.com
Bull Market Risks: DeepSeek AI & Sky-High Valuations
This week we saw some huge panics (and rebounds) thanks to the Chinese company, DeepSeek AI.
Also, bitcoin and stock indices are testing all-time highs… again.
So today we're looking at the key risks and opportunities in this multi-year bull market.
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You'll also learn:
Why market sentiment is split down the middle right now What trade setups we're taking (and avoiding) How will Trump reward or punish markets?Submit a question for the show at https://www.wetalkmoney.com
2025 Kickoff - Boom or Bust This Year?
Welcome to 2025!
After 2 huge years in 2023 and 2024, the big question is…
Will we see a 3rd green year in a row, or is a recession going to pull us down?
You'll learn:
Why are rates climbing and will they spook markets? How does bitcoin look with a Trump presidency? Will this year be the year of AI domination? And much more!Submit a question for the show at https://www.wetalkmoney.com
Memecoin Insanity, Microstrategy, & $100K Bitcoin!
This week has been crazy with memecoin madness, microstrategy becoming the most traded stock in the US…
And bitcoin getting close to $100k!
Join us as we look at the markets and answer your questions!
Submit a question for the show at https://www.wetalkmoney.com
Memecoin Insanity, Microstrategy, & $100K Bitcoin!
This week has been crazy with memecoin madness, microstrategy becoming the most traded stock in the US…
And bitcoin getting close to $100k!
Join us as we look at the markets and answer your questions!
Submit a question for the show at https://www.wetalkmoney.com
Trump Victory Drives Bitcoin & Stocks To Fresh Highs - Now What!?
Last night we saw a decisive Trump victory in the United States presidential election and bitcoin in stocks have been testing new all-time highs.
So in today's show, we explore what this means for investors going into 2025..
Submit a question for the show at https://www.wetalkmoney.com
Why Are Markets Ripping Before The Election?!
Stocks, gold, and bitcoin sitting close to all-time highs right before the US election…
But analyst have been warning of a recession and market crash for months.
So, why are things getting "frothy" now?
In this week's We Talk Money episode, we take a look at the data to look for risks and opportunities.
You'll also learn:
What are the election betting odds saying for bitcoin's future? How are unemployment and inflation impacting sentiment? Which under-valued stocks are about to pop? Will we see a memecoin supercycle? And much more!...
Buy or sell? Big moves this week…
Over the past couple of weeks, we've been doing some deep dives into the hottest cult stocks…
And looking at what's moving in crypto.
You'll learn:
Why Microstrategy has out-performed bitcoin this cycle What the economic data is saying about this election Who's driving the biggest gains And more!Get our FREE investing newsletter: Â https://www.dailydough.co
Submit a question for the show at https://www.wetalkmoney.com
Exposing the TRUTH About Financial Advisors
Today we're dive deep into the world of private wealth managers and explore whether they truly provide value for wealthy investors.
Are the high fees and promises of exclusive investment opportunities really worth it, or are investors better off managing their own money?
We discuss insights from industry professionals, including a former Goldman Sachs insider, a hedge fund expert, and a certified financial planner, to uncover the reality behind private wealth management. Don't miss this candid conversation on the pros and cons of relying on wealth managers to grow your net worth!
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Recession or Rebound? Markets On The Edge!
Over the past week we've seen huge volatility in markets…
And next week will be very telling for the future of bitcoin, gold, and stocks.Â
To your success,Â
Chris, Travis, and Nikki
Get our FREE investing newsletter: Â https://www.dailydough.co
Submit a question for the show at https://www.wetalkmoney.com
Is a Wild Election Season Stressing Investors?
Things are volatile - And not just with prices!
The political landscape in the US is getting more unstable by the day…
And investors are feeling it!
So in today's We Talk Money, we're looking at what's REALLY happening behind the curtain.
You'll also learn:
Why bitcoin is back above the 200 MA and headed for all-time highs for the 6th time What the election betting markets are telling us about the future How to find "gold" while the stock market is pulling back And much more!Get our FREE in...
Bull Market Cancelled? Or Just Getting Started?
Bitcoin recently broke below its 200 day moving average…
And investors are wondering - is this bull market cancelled or just getting started?
You'll also learn:
What's driving the stock market to all-time highs Why bitcoin pulled back 27% How to analyze this macro environment And we answer your questions!Get our FREE investing newsletter: Â https://www.dailydough.co
Submit a question for the show at https://www.wetalkmoney.com
What's Fueling The BOOM in Bitcoin & Stocks?
What a crazy week in the markets!
With bitcoin & stock indices sitting at all-time highs…
Investors and traders are HUNTING for opportunity.
This week we're diving into the driving forces behind these booms - and even giving some profit targets!
You'll also learn:
What key macro data should you be watching? How are the Bitcoin and Ethereum ETFs moving price? Why is the election set for a massive shake-up? And we answer some listener questions!Get our FREE investing newsletter: Â https://www.dailydough.co
Submit a question for...
Breaking Down Huge Gainers (ETH, NVDA, ANF, and More)
The markets have been on FIRE lately…
And this week we cover a lot of big gainers and future opportunities!
You'll also learn:
Why large cap is still out-performing What we're doing pre-election How to find cash flowing assets And a TON of Q&AWe're also looking at bitcoin's pullback, earnings season, and more!
Get our FREE investing newsletter: Â https://www.dailydough.co
Submit a question for the show at https://www.wetalkmoney.com
Why Stocks are Ripping & Bitcoin is Playing Catch-Up
We have SO much to cover in today's We Talk Money episode!
You'll learn:
Why GPT-4o changes everything What's pumping GME and AMC? Is Inflation REALLY cooling? And Q&A!So today we're taking a look at what this could mean for the markets.
We're also looking at bitcoin's pullback, earnings season, and more!
Get our FREE investing newsletter: Â https://www.dailydough.co
Submit a question for the show at https://www.wetalkmoney.com
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