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Steady Lads #21: Is Retail Back? The Alt L1 Thesis! Meet The Lads — Justin Bram

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Manage episode 389675263 series 3524026
Kandungan disediakan oleh Steady Lads. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Steady Lads atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

GM! The whole gang is back this week! The Lads examine the Fed's pivot, and figure out if retail is really back. The real meat of the episode is getting to better know one of our own, Justin! We also look at the alt L1 landscape, and have a blast with Pasta of the Week!

In this episode we cover:

00:00 Coming Up On This Episode…

00:25 Title & Intros

01:51 A Dove At Heart: The Fed Pivot

09:49 Is Retail Back?

26:37 The Alt L1 Thesis

35:21 Meet The Lads: Justin

45:38 Pasta of the Week 🍝

------

SL Twitter/X: https://twitter.com/0xSteadyLads

SL YouTube: https://www.youtube.com/@0xsteadylads

------

* Justin Bram • https://twitter.com/JustinCBram

* Thiccy • https://twitter.com/thiccy____

* Jordi Alexander • https://twitter.com/gametheorizing

* Taiki Maeda • https://twitter.com/TaikiMaeda2

  continue reading

50 episod

Artwork
iconKongsi
 
Manage episode 389675263 series 3524026
Kandungan disediakan oleh Steady Lads. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Steady Lads atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

GM! The whole gang is back this week! The Lads examine the Fed's pivot, and figure out if retail is really back. The real meat of the episode is getting to better know one of our own, Justin! We also look at the alt L1 landscape, and have a blast with Pasta of the Week!

In this episode we cover:

00:00 Coming Up On This Episode…

00:25 Title & Intros

01:51 A Dove At Heart: The Fed Pivot

09:49 Is Retail Back?

26:37 The Alt L1 Thesis

35:21 Meet The Lads: Justin

45:38 Pasta of the Week 🍝

------

SL Twitter/X: https://twitter.com/0xSteadyLads

SL YouTube: https://www.youtube.com/@0xsteadylads

------

* Justin Bram • https://twitter.com/JustinCBram

* Thiccy • https://twitter.com/thiccy____

* Jordi Alexander • https://twitter.com/gametheorizing

* Taiki Maeda • https://twitter.com/TaikiMaeda2

  continue reading

50 episod

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