Bakes’ Takes Podcast E29--1) Bonds suck. 2) Agriculture perking up. 3) See #1.

Bakes’ Takes Podcast Show Notes Sunday

October 4, 2020

 

:27 1) Bonds suck.

2) Agriculture perking up.

3) See #1.

 

Bakes’ Takes—My Portfolio

 

 

:41 HERO/Esports—working, others not, Still think Silver, Uranium, Volatility will rise. Not happy, poor start but only 3 months.

 

Bakes’ Take—Fan Mail! Calls! Questions! Mike!

2:05 Purpose! Past! Bobby and Jack! ’87, ‘90’s ending in bubble, lost ‘00’s, long only, long/short, successes and failures, please eavesdrop on our conversation

 

Bakes’ Take—Team effort!

 

Ideas, services you’d like me to add, etc. Please!

                            

Bakes’ Take—Podcasts of the Week!

 

https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393

5:53 Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

 

https://shows.acast.com/the-compound/episodes/ipo-fever-a-record-breaking-year-for-initial-public-offering

8:18 Josh Brown, Kathleen Smith, Renaissance, IPO’s, 8 minutes perspective, 41 minutes, Ant

 

Bakes’ Takes--

 

Bakes’ Take—Reporters of the Week!

9:53

James Mackintosh

The gap between everyday experience and the yearly inflation rate of 1.3% in August is massive. The price of the stuff we’re buying is rising much faster, while the stuff we’re no longer buying has been falling, but still counts for the figures.

 

Bakes’ Take—Inflation, bond yields, expectations low, upside surprises likely

 

13:04 Bakes’ Take—Charts/Tweets of the Week!

1700+

Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you’d like.

 

Thank you for listening, Mike Wilson is my producer.

 

Have a great week. Bakes

 

Much needed levity—Ralphie May, Cuban Coffee

https://www.youtube.com/watch?v=JoHHzSeGROc

RIP