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Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
Are the movies we loved in our youth still any good? Find out with industry pros! Listen straight through, or pause the show and watch along with us if audience participation floats your boat. We won’t be able to hear you yelling about our wrong opinions, but we will read your reviews on Apple Podcasts, Google Podcasts, Spotify, or your tweets! @LetsRewatch
Are equity markets still in the danger zone? Join Will, Adam, and Kenny Loggins (well, two of the three) as they discuss the brief bear market, what is fueling the recent rebound, and whether we are in for more turbulence. Can the Fed engineer a soft landing, or will it crash and burn? Be our wingman as we explore these topics and more. Learn more …
Investors are certainly frowning upon the Fed’s recent comments. We explore large caps trading like small caps, how inflation is affecting consumer behavior and how companies are responding. We also delve into prior periods of market distress to look for signs as to how far along the current drawdown may be. Learn more about Formidable Asset Manage…
Do you have to get down on Friday? That is the question we pose to you, dear listener, as we watch the twisted tale of two mid-town tokers trapped in a terrible terror. If you have them, must you smoke them? Find out today as we watch Friday! Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Patrick Edwards…
The market’s recent selloff is in focus. Can the Fed be seen as slightly accommodative while still getting a handle on inflation, or is that just as impossible as our title? What are the effects of the war in Ukraine and Chinese lockdowns on inflation, and how big are they as building blocks of the current wall of worry? We also discuss the parts o…
That creep can roll, man. That's right, we're watching Barton Fink starring The Jesus as John Turturro. Guest Wesley Wingo shows us the life of the mind! https://www.wesleywingo.com/ Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Patrick Edwards
Will the Fed do little, or is under too much political pressure to just talk about raising rates to fight inflation? Is China’s “zero Covid” policy really an inflation fighting tool? What explains the divergence between institutional and retail investor behavior, and are they considering the tough lessons the market taught us in the 1970s and late …
Should the Fed take it easy, or is the heat on? We explore the Fed’s recent meeting and the market’s reaction, not to mention the mounting inflation pressures consumers are feeling. We also discuss the implications of the ongoing crisis in Ukraine as well as China’s burgeoning Covid lockdowns. Learn more about Formidable Asset Management, Will Brow…
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Let's Rewatch
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Little Monsters with Adam Lance Garcia
1:56:09
1:56:09
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We watch Little Monsters with Adam Lance Garcia of The Green Lama! Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Pat Edwards.
We provide an update on the current crisis in Ukraine, focusing on its effect on inflation as well as equity and fixed income markets. We look at historical analogs and debate what, if any, effect the conflict may have as it relates to the Fed’s efforts to tame inflation. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston …
When life hands you lemons, put a twist in some coffee? That's right, we're watching Beverly Hills Cop, a movie about a cop who isn't from Beverly Hills. Bob Dearden, writer for iZombie and Cobra Kai joins us this week. Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Patrick Edwards.
We provide predictions on the Super Bowl, which should be heeded, given Will’s accurate NASDAQ premonition; we discuss the drawdown and our analysis on the reasons for it. We also address the bifurcation between the performance of the “average” stock and the index, as well as the likelihood and consequences of the Fed meeting its stated rate rise r…
We discuss the Fed’s hawkish pivot and whether it is rooted in reality or an effort to use its words to convince the market it is serious about inflation. We also look back to prior tightening cycles as a frame of reference for potential equity market weakness, as well as exploring the omicron variant’s effect on society, supply chains, and the eco…
It's Christmas, and Deadpool is back in town to revenge-bone the chick that overlooked him in high school. That's right, it's Just Friends, a movie that is somehow labeled a romantic comedy. Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Patrick Edwards
Will and Adam discuss the market’s reaction to the last big event of the year, i.e., the Fed’s December meeting. We also try to discern what its stance tells us about the prospects for growth, inflation, and the omicron variant. We also explore the structural reasons inflation might decline despite the shrinking pool of labor, as well as the wideni…
After a brief hiatus due to technical difficulties, Will and Adam return to a market fraught with the same. We explore how index performance masks the performance of the average stock, not to mention how the U.S. has diverged from every other market. We also examine the Fed’s shift from its transitory narrative, debate whether proposed tapering is …
Arnold's back for another Action Thanksgiving™ and this time he's killing global warming. That's right, it's Batman and Robin, with special guest @Nika_Howard of Greetings Adventurers @DnDPodcast Starring Ash Blodgett, Bret Eagleston, Samantha Willson and Patrick Edwards. Guest starring Nika Howard @Nika_Howard…
She packed my bags last night pre-flight. Zero hour 9:00 a.m. And I'm gonna be high as a kite by then. That’s right, we’re watching Elton John’s The Rocketeer, with special guest host Rachel Schenk from Screen Snark, and guest director Zach Lipovsky! Starring Ash Blodgett, Pat Edwards, and Rachel Schenk…
With football mania sweeping Cincinnati, we talk about some other manias that are helping lift markets to all-time highs. We also juxtapose the most recent monetary policy decisions of the Fed and Bank of England and how each reflects a slightly variant view of the variant. Finally, we head down the rabbit hole to talk COVID, cryptocurrencies, and …
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To Catch a Thief with Courtney Ropp
1:50:35
1:50:35
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When a man is accused of a crime he didn't commit, Atticus Finchcock woos a widow and her daughter to catch a French bird and recover the jewels or something, idk. We're joined by filmmaker Courtney Rupp @courtcourtoa who knew way more about this movie than we did. Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Pat Edwards…
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Tea and Crumpets
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Jekyll and Hyde, and Mad Max, and Chicken Little
36:09
36:09
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We return with a new format but provide updates on some old favorites: inflation, complacency, and valuation. We also explore how the “sky is falling” narrative is changing how investors allocate capital, especially in the energy sector, why legacy producers in the Middle East are okay with the Mad Max scarcity scenario, and how U.S. producers are …
Will and Adam discuss the challenges associated with being a contrarian. Specifically, hating things universally loved, like the S&P 500 and Betty White. They also explore the market’s complacency despite the specter of inflation, Chinese economic risks, retail being “maxed out” on equities, and potential fiscal headwinds domestically. Learn more a…
Remember that movie Spielberg directed about dinosaurs running around New York? The one that gave kids nightmares when that guy got eaten? No, we're not watching Jurassic Park, it's the G-rated We're Back, with special guest @HeatherAntos! Starring Ash Blodgett, Bret Eagleston, Sam Willson, and Pat Edwards. Support the show @ www.Patreon.com/letsre…
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Tea and Crumpets
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There's Always an Arquillian Battle Cruiser
1:00:18
1:00:18
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Will and Adam discuss the newest COVID variant, as well as the repercussions of the Afghanistan withdrawal, especially as they relate to potentially reduced fiscal stimulus. We also juxtapose how September has historically been trouble for markets versus the current win streak, which typically bodes well for returns. Learn more about Formidable Ass…
Things get NUTS in Raccoon City. That's right, we're watching Pom Poko... wait no we're watching Resident Evil with Justin Barcelo @ohnojustino, co-creator of Dryad comic! Starring Ash Blodgett, Bret Eagleston, Sam Willson, and Pat Edwards. Get Dryad @ onipress.com/products/dryad-1 Support the show @ www.Patreon.com/letsrewatch…
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Sherlock Holmes (2009) with Stephen Clark
1:54:28
1:54:28
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This week, Iron Man and the Young Pope team up to fight Sinestro in Sherlock Holmes. We're joined by minty lad Stephen Clark @peppermintgent. Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Patrick Edwards Check out Stephen on Love of Pages podcast over at GeekEliteMedia.com Help us keep the show running by becoming a patron! https://w…
Will & Adam explore the cacophony emanating from the loudest voices in the room on things like meme stocks and the delta variant, and provide our own measured analysis to separate hyperbole from reality. We also explore the jaws opening between economic data and interest rates, the Fed’s conundrum, and stretched valuations for the most speculative …
We ignore the flashing red light on the microphone, just like markets have been ignoring any number of warning signs. We discuss the bond market (or lack thereof), explore the conflicting signals sent by treasury yields, and the explore the inexplicable appetite for the currently misnamed high-yield debt. The bifurcation of equity returns between m…
A chance meeting gets two guys into the Roxbury where they meet their dream woman and decide to open their own club. That's right, it's Fight Club, starring I am Jack's colon, Brad Pitt's abs, Lydia Deetz, and Meatloaf. With special guest Brian Fitzpatrick @thewritingfitz, author of the Mechcraft sci-fi novel series. Starring Ash Blodgett, Bret Eag…
Looks like it's 6 more weeks of winter when Alec Baldwin emerges from his subterranean dungeon and sees his own shadow. That's right, it's The Shadow, with special guest, director/producer Steven LaMorte! See his projects @ stevenlamorte.com or follow him on instagram @stevenlamorte Now you can help us all quit our jobs by joining us at patreon.com…
We bark again about the continued mania in meme stocks, as well as delve into the inflationary pressures building in certain parts of the economy. The massive flows into equities and misnamed “high yield” debt are also topics of conversation, as are looking to the late 1940s and late 1960s as potential playbooks for what might be a choppy remainder…
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A Frugal Pair/Lumber vs. Timber/Dilution vs. Delusion
1:01:29
1:01:29
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Come aboard. We’re expecting you… We make another run after a technology glitch to discuss the Love Boat’s star-crossed investors, the knife-sharpening industry, and the strange dichotomy between market complacency as a whole versus the mania around retail trading in meme stocks. From there, we delve into a discussion of inflation as reflected in t…
Join us for the once every 3000 years epic fighting competition for German chancellery, Merkel Kombat, with special guest Josh Jurgess @fresh_knuckle_sammich Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Pat Edwards
Will and Adam delve into the return of meme-stock mania and address listener feedback vis-à-vis valuations and geese. They also discuss the circular logic of inflation versus expectations, how the market interprets this, and how the real impact of inflation is often mismeasured, using candy bar sizes. No free samples of a candy line-up will be prov…
It's Sarah's kid Vincent's birthday, and he has been talking for weeks about how all he wanted to do was be a guest on Let's Rewatch, so of course we had to have him on and watch all-time fav Home Alone 2!
Tide pod beer from the basement, I drink that. Super hot fire, I spit that. Superbad, I watched that. Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Pat Edwards
Will and Adam explore human overconfidence, be it in fighting an animal, like a goose, or with regard to investing. We spend some time on the Indian variant, inflation expectations, and the rhyming nature of today’s speculative activities with prior episodes of mania. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by v…
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Confessions of a Dangerous Mind with Tod Hostetler and David Mohajer-Rahbari
2:23:33
2:23:33
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George Clooney likes Sam Rockwell's butt and he cannot lie. That's right, we're watching butt-centric spy auto-biography Confessions of a Dangerous Mind with Tod and David from Spies Like Us Podcast! Check out their show at spieslikeus.net And if you're joining us from their part 1 episode, you can skip to 57:34 to continue listening! Starring Ash …
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Tea and Crumpets
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The Market Rips, or A Fortnightly-ish Happening
46:25
46:25
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Will and Adam review the market’s reaction to further fiscal stimulus, lack thereof to proposed tax changes, and compare the Fed’s largesse with the printer to our favorite confetti-throwing comedian. Obligatory discussions of lumber price inflation and employee scarcity also ensue, as does a more somber discussion of the overlooked Covid calamity …
When a professional all-vampire baseball league starts up in the PNW, can they thrive without eating their new player? It's A Vampire League of Their Own... wait no it's Twilight! w/color designer @SarahCosico of HBO's upcoming Jellystone animated series! Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Pat Edwards.…
Will and Adam look right in the old lumber yard to discuss inflation and how government stimulus is affecting both sides of the inflation equation, especially as it relates to crowding out in the labor market. We also explore interest rates, the rotation back to large cap despite enthusiasm over re-opening and robust growth prospects for Q2, and th…
Movies. They present a fantasy world, like one where three children wouldn't be instantly murdered trying to take on an international weapons dealer with a private ninja army. That's right, we're watching 3 Ninjas, with special guest Josh Bingaman from Naruto Reviewto! Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Pat Edwards…
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Tea and Crumpets
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Compliance Mandated Podcast Number 0001: A New Hope
56:51
56:51
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Will and Adam explore the rebellion in stock markets, including the recent carnage prompted by margin calls on a highly levered family office. The two also discuss the red-hot housing market, transitory vs. lasting inflation, the bond market’s appetite for junk, the surprising strength of the dollar and its effect on Burl Ives’ favorite commodities…
When humans invade an alien world, it’s up to the aliens to talk them out of violence. That’s right, we’re watching Stargate, with special guest Rick Ives of all the new Marvel shows! Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Pat Edwards
Will and Adam delve into grammar and how adding misused words, e.g., supposably, to the dictionary normalizes stupidity and is analogous to the market rewarding investors in meme stocks. We connect the dots on the disconnect between the Fed’s transitory view of inflation versus what the market is anticipating, look at the overlooked impact of the v…
When a stereotypically evil Aussie proves once again that the entire continent can't be trusted, Arnold Schwarzenegger tries to send him 6 feet down under. That's not a gun. THESE *kisses biceps* are guns. That's right, we're watching Commando! We've got special guest Jason Anarchy, from the currently running Drinking Quest Kickstarter! Starring As…
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Pokémon: The Movie 2000 with Matty Limerick
2:24:10
2:24:10
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In celebration of the 25th anniversary of Pokémon, we've got Matty Limerick of Saturday Morning Confidential on to spread the gospel of forced animal fighting with the next generation! Check out all the anniversary crossover episodes on certainpov.com Starring Ash Blodgett, Bret Eagleston, Samantha Willson and Pat Edwards To donate to Ash's Gofundm…
Will and Adam welcome Jennie Ripps, co-founder and CEO of Owl’s Brew, an emerging leader in the rapidly growing hard tea category. The three talk about the history of the company, its pivot to boozy tea, the challenges and opportunities of running a business during a pandemic, and why ingredients matter if you want to drink wise. They put the latte…
This week, we’re watching a movie about a round, hairy, grumpy animal who hates Monday’s and isn’t satisfied with Lasagna anymore. That’s right, it’s Clerks, with Taylor Morden, director of The Last Blockbuster, streaming now! Starring Ash Blodgett, Bret Eagleston, Samantha Willson, and Pat Edwards
Bats carry rabies, and that is the Batman's true power. Witness Christian Bale infect the criminals of Gotham with this deadly virus as Heath Ledger's Joker tries to stop him as we watch The Dark Knight with Matt AKA Stormageddon @dj_stormageddon! Check out Matt's shows on CertainPOV.com! Starring Ash Blodgett, Bret Eagleston, Samantha Willson and …
While Will and Adam may, a lot of people have been misusing the term lately. We discuss how all stocks are equal, though some are more equal than others, where we see (and do not see) inflation, and what that means for equities, especially small caps, and bonds. We close with some perspective on what has been driving the outperformance in certain f…
