The quick move the Federal Reserve had taken to increase rates has led to a sharp decline in housing activity across the US. The effects are disproportionally felt by different groups within the housing system. We discuss the winners and losers and the factors in the housing market that make this time a different environment than 2008. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjen...
Nov 29, 2022•20 min
Matt and Mike reflect and debate Matt's incorrect prediction that Trump would announce a new party and not a run for 2024. Link to Prediction Episode -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326...
Nov 28, 2022•37 min
Matt and Mike discuss the fallout from the failure of FTX, from missing money, to stain on the industry, to overlooked signs. We discuss what happened, what the effect will be, and the functional uses of blockchain. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Nov 23, 2022•17 min
Uber and taxi drivers are master communicators, having the ability to practice with 1000s of random individuals per year. That why Matt always tries to strike up conversations with them. Matt shares a recent amazing conversation about a drivers greatest moment over the past few years driving. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://w...
Nov 22, 2022•8 min
We flash back to one of our favorite discussions in early August. Transitioning from oil and natural gas to renewable energy results in a lot of potential financial issues for cities, states and municipalities. Matt and Mike discuss how hydrocarbon production pays to run cities, for schools, for hospitals and cannot be replaced by renewable energy production that often has incentives limiting tax collection. What will be next for these communities? -------------- Submit a question for The New Ne...
Nov 21, 2022•26 min
As Elon Musk has taken the reins of Twitter and total chaos has ensued, we flashback to an episode recorded in late April discussing why Twitter's board was forced to accept the deal. Why the Twitter board had to approve the Musk deal - board fiduciary duties and liability Founder stock structures to maintain control when public Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike ...
Nov 18, 2022•10 min
Matt and Mike discuss the financial philosophy behind Robert T. Kiyosaki and Sharon Lechter's Rich Dad Poor Dad. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Nov 16, 2022•37 min
Matt discusses his prediction that on November 15th, Trump will make a big announcement that he is forming a new party with MAGA aligned politicians. This prediction based on Trump making a rational choice to consolidate power based on an understanding of history and current dynamics. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linke...
Nov 15, 2022•5 min
Matt talks about the different economics between people intending on using it as a primary residence versus investment buyers for long-term or short-term rentals. Matt also discusses factors driving the US housing supply and the undersupply of single family homes. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey...
Nov 15, 2022•19 min
Matt discusses why he reads financial news and that the typical motive of delivering financial value cuts out a lot of the BS. We also talk about generational theory. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Nov 14, 2022•13 min
Matt discusses why it is important to understand the goals of financial educators and why you may not be their audience. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Nov 11, 2022•8 min
Is the economy unlimited, only hindered by peoples willingness to trade? Or, is the economy zero sum, with people fighting over finite resources? Mike and Matt discuss. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Nov 10, 2022•16 min
The COVID-19 pandemic uncovered the cloak hiding the depths our stressed supply chain system and the US's reliance on cheap goods from Asia, especially China. Matt discusses a FreightWaves article discussing how as US and China relations worsen, expect continued supply chain chaos. https://www.freightwaves.com/news/as-us-china-relations-worsen-expect-supply-chain-chaos -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https:...
Nov 09, 2022•11 min
Russia targets where it hurts with ariel strikes against Ukraine's energy infrastructure powering major cities showing that a likely rough winter is ahead for its citizens. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Nov 08, 2022•3 min
The energy crisis over the past year has caused most to reconsider their energy policy, especially those who were previously chief critics of nuclear power. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Nov 07, 2022•5 min
Matt discusses the close Oklahoma Governor's Race between Governor Incumbent Stitt and Democratic Challenger Hoffmeister. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Nov 04, 2022•9 min
The Russia Ukraine War has offered a glimpse of how wars will be fought in the future, during a very traditional 20th century land war. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Nov 03, 2022•6 min
After massive investments in recent years, many large automakers are reducing or eliminating their fully autonomous vehicle departments and investments opting to focus on adaptive technologies. Matt discusses why and the market for these innovations for luxury vs other autos. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/i...
Nov 02, 2022•13 min
Matt and Mike discuss the new saga in the global supply chain chaos with new cars. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Oct 27, 2022•9 min
Discussed in previous episodes, we talk more in depth about Russia's floating nuclear reactor ships which are supplying mining operations with energy but offer a glimpse of an energy generator of the future. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Oct 26, 2022•9 min
The Small Modular Nuclear Reactor has long been held as a solution to expand the footprint of nuclear energy but where is it? Matt and Mike talk about what they are and the growth of small modular nuclear reactors as a solution for supplying our global energy demand. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mc...
Oct 25, 2022•8 min
The fragile Joe Manchin-Progressive Democrat agreement to move forward permitting reform in exchange for passing the Inflation Reduction Act is dead. NY Times tells us why they are wrong. Mike and Matt discuss permitting for large scale projects in the US and why lessening the permitting constraints that hamper oil and gas will help with a faster and broader development of US renewables. https://www.nytimes.com/2022/10/05/opinion/environment/clean-energy-construction-permitting.html?smid=nytcore...
Oct 24, 2022•17 min
Western Ukrainian allies have hit a wall where they are required to supply Ukraine with lower grade weapons to avoid risking their own military readiness. We talk about the level and type of western military funding for the Ukraine-Russia war. https://www.cnbc.com/2022/09/28/the-us-and-europe-are-running-out-of-weapons-to-send-to-ukraine.html -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matth...
Oct 21, 2022•8 min
Following the sabotage of Nordstream 1, part of Nordstream 2 appears capable of shipping gas just in time for Germany to approve previously revoked permits. We discuss Germany's need for natural gas, Russia's strategy with Nordstream, and the potential outcomes. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-3...
Oct 20, 2022•8 min
Cows everywhere are crying themselves to sleep at night with news that vegan meat sales are declining. Mike and Matt discuss the fake meat market and why for us, meat alternatives still pale in comparison to a steak. https://www.bloomberg.com/news/articles/2022-09-26/vegan-meat-sales-fall-with-high-prices-wokeness-turning-off-shoppers -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjens...
Oct 19, 2022•11 min
Mike updates us about his mom surgery and we talk about the marvel of modern medicine. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Oct 18, 2022•16 min
Mike and Matt discuss Howe and Strauss' groundbreaking research on generational theory and cycles, starting with their first book written in 1991 titled Generations. Understanding world events and how they shaped the ideals and actions of generational corhort groups throughout history can be a useful tool in decifering how similar events effect the potential actions of similar generational corhort groups in real time. Join us as we discuss how understanding generational theory can help predict t...
Oct 13, 2022•54 min
The US Federal Reserve is insistent on rising rates as fast as possible to tamp out inflation. This is having mixed intended results, and a lot of unintended results as allies like the UK are paying more on their government debt. We discuss how when the Federal Reserve acts, all boats are affected, while some are hit by a tsunami. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen C...
Oct 11, 2022•7 min
The question is...who sabotaged the Nordstream pipeline system? The now disabled Nordstream pipeline system has changed the calculus in the ongoing Ukraine-Russia conflict, limiting potential exit ramps for Russia. At a depth that likely can only carried out by governments, is the sabotage the spark in the tinder pile that is current geopolitical relations? -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linked...
Oct 06, 2022•6 min
Mike attempts to explain this trend with "quiet quitting" and why he is not a fan. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Oct 04, 2022•29 min
