HeyJaredReformed Millennials - Learn Earn and Invest
The Reformed Millennials Podcast covers a wide ranging topic arc focusing on Sports and Investing. RM Pod is dedicated to identifying the latest trends in technology, sport and investing.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 2, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 17, 2026
Latest episodes
West Edmonton Mall Military, Sauron, and the Skyrocketing Cost of Money (opens the original)
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Welcome back everyone. Summer’s over, whether we agreed to it or not, and you can feel everyone with impact returning to their desks. It shows up in the inbox, on the timeline, and most of all in the bond market. Market Update📈📉 Warsh gave his Jackson Hole keynote and dropped the pretence: “we have work to do.” Core PCE is running 3.3 percent against a 2 percent target, headline 3.7 on oil, and the market has genuinely priced a September rate hike into play. That’s a stunning shift from March. Y
The AI Trains Are Full and Still Running (opens the original)
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Welcome back everyone. Market Update📈📉 Start with one number that has nothing to do with AI. The 30-year Treasury hit 5.31% this week. That’s the most expensive long-term money since 2007. I was in high school the last time capital cost this much. Canada’s long bond is at levels last seen in 2010, and it’s the same story in Germany, France, and Italy. Everywhere you look in the developed world, the cost of borrowing for thirty years is breaking out, and it’s happening at the exact moment the big
Alberta, It's Time to Build (opens the original)
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Welcome back everyone. Two weeks ago I wrote that Thursday was a warning, not the flush. The flush coincidentally came with a face and a situationally ironic name. Leopold Aschenbrenner and his Situational Awareness fund. Market Update📈📉 The AI trade compressed for five straight weeks, names down 40, 50, 60 percent from their highs in a straight line. Meta was down 10 percent on the year at the lows, Microsoft down 20, Amazon and Google flat while the Nasdaq held up 13. The proximate cause was s
Elbows Up for CUSMA (opens the original)
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Welcome back everyone. Market Update📈📉 For most of the past year the index has carried an almost built-in AI hedge. When hyperscalers raised capex, the companies receiving the money rallied, because the spending became their revenue. When hyperscalers hinted at spending less, their own stocks rallied on better free cash flow and more room for buybacks. One side could get hurt, but the other side caught enough of the money to stop the index from falling far. That arrangement made SPX remarkably h
META Is Coming To The Energy (opens the original)
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Alberta is so back. Stampede wrapped, and while the rest of us were nursing a ten-day social hangover, Alberta quietly had the best economic week it’s had in a long time. Four announcements, potentially more than a hundred billion dollars of investment if they all land. For the first time in my adult life, this province is about to build the entire stack: pull energy out of the ground, use it to make something the world wants, sell that, and tax it right here. Let me start with the one that matt
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