The debut episode of Talkenomics with Adam Shapiro has David Nelson from Belpointe Asset Management break down a slew of tech earnings -- as AI concerns continue to rattle investors. Talkenomics streams live every Wednesday at 7pm ET on X, YouTube, LinkedIn, Facebook, and Rumble. Subscribe on your favorite platform!
Ready to Meet You: A Fertility Secret Revealed — Live Q&A
36 years ago, a medical student donated sperm. Today, he’s an internationally recognized fertility doctor. What he didn’t expect? One of those donations led to a child who grew up to become a respected Georgia politician—and who recently discovered the doctor is his biological father. Their story begins with a simple email: "Ready to Meet You."
In this emotional and eye-opening episode of Talkenomics, both men join the show live to share their story—and take your questions in real time. Whether you're exploring fertility treatments, IVF, or the personal impact of donor conception, this is your chance to ask anything. Join us on YouTube and Twitter/X and be part of a conversation that redefines what family means today.
26 Jun 2025
Health, Housing, Headache
In this episode of TALKENOMICS, we dive into two of America’s most precarious economic flashpoints. Eric Pachman, Chief Analytics Officer at Bancreek Capital Advisors, reveals why the booming healthcare job market may actually be a dangerous bubble — one the economy can’t afford to burst. Meanwhile, Jenna Stauffer, Global Real Estate Advisor at Sotheby’s International Realty, breaks down the housing gridlock caused by stubborn mortgage rates, sky-high prices, and the "lock-in effect" trapping homeowners. Can the U.S. fix either system without causing more harm? Or are we propping up unsustainable pillars of growth?
19 Jun 2025
Market Warnings 2025: Ticking Time Bomb?
In this episode of Talkenomics, co-hosts Jordan Rizzuto, CIO of GammaRoad Capital Partners, and Tim Pagliara, CIO of CapWealth, sound the alarm on growing cracks in the market—and offer bold solutions. Jordan shares why his data-driven model has gone fully defensive, a move it's made only five times since inception, and why avoiding the worst market days trumps timing the best ones. Meanwhile, Tim dives into the politics and potential of releasing Fannie Mae and Freddie Mac from conservatorship, arguing that an IPO could inject $250 billion into housing solutions nationwide. From ETF signals to the fragility of the 60/40 portfolio, this episode tackles the risks you can’t afford to ignore.
Inside a recent episode
Profit from Disruption
Published 1 May 2025 · Transcript excerpt
[…] Well, you know, the details of one quarter can be a bit reassuring. I think there was this concern that we might potentially see a pause in spending or in the development of AI based applications, and that would feed through into Microsoft's cloud numbers. And clearly, it didn't, Azure Strength continues, it came in ahead of expectations. And it looks like it's going to continue. And more importantly, they reaffirmed their CAPEX spending. So they're continuing to see value in building out their AI architecture. And that can only be the case if they see the demand for it. When we talk about demand and we talk about AI, there was also the Meta CAPEX, which was higher than I think some analysts had been expecting. […]
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