This podcast episode explores various economic topics including the impact of rising prices on consumer spending at fast food restaurants, challenges faced by the fast food and casual dining industries, the impact of inflation on the restaurant industry, the puzzling weakness in the restaurant industry, the earnings call of luxury home furnishing company R8, the rise of the Japanese yen against the U.S. dollar, Mark Yusko's forecast of Bitcoin reaching $150,000, Morgan Creek Digital's investment strategy, the recent performance of GE shares, the potential for growth in real economy stocks, and the relative merits of gold and cash as investment options.
