I had a great time chatting with Unemployed Value Degen. If you do not already, go check out his Substack and his X Account - UVD adds tremendous value, has real industry experience and is an original thinker which is something we admire.
X - Unemployed Small Cap Value Degen (@SFarringtonBKC) / X
Substack - https://substack.com/@unemployedvaluedegen
In this discussion we cover:
Temperature of the Market and the “Boom” our guest sees coming in 2026-2027
Housing Woes
Inflation and AI Efficiency Gains
The future of the Mag7 and Hyerscalers Having a Muted 2026
A Rotation Toward Small Caps in 2H 2025 and Beyond
Passive Flows of Capital and What Happens to Favored Industries
Consumer Spending Boosts and Why Discretionary Spending is Ripe for a Boom
Companies Discussed
St. Joe Ticker: JOE
Five Point Holdings Ticker: FPH
Transocean Ticker: RIG
Tidewater Ticker: TDW
Costco Ticker: COST
Walmart Ticker: WMT
Cresud S.A Ticker: CRESY
IRSA Ticker: IRSA
*Nothing we talked about in this piece should be taken as investment advice - everyone should do their own work. Views expressed are our own and investing involves risk including loss of principal*
