Exposed: $150,000 Tariff Tax Break, GDP's AI Secret, and a Slow-Motion Student-Loan Apocalypse
Release Date: 07/25/2025
Nuclear Energy & Defense Stocks: Why Wall Street’s Wrong Again
Altimetry Authority
Nuclear Energy & Defense Stocks: Why Wall Street’s Wrong Again - In this episode of The Altimetry Authority, we break down why nuclear energy and defense stocks are attracting serious attention from investors, and why mainstream Wall Street analysts are missing the mark… again. We explore the massive capital flowing into U.S. infrastructure, AI data centers, and military defense, and how this is quietly fueling gains in companies like Constellation Energy and major defense contractors. Plus, we dig into the geopolitical tension between the U.S., China, and Russia, and what it means for...
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How Top Investors Build A Winning Investment Strategy
Altimetry Authority
How Top Investors Build A Winning Investment Strategy isn't just a catchy title - it's exactly what this episode delivers. In this in-depth conversation, Professor Joel Litman and Director of Research Rob Spivey sit down with legendary money manager Dave Daglio, former CIO at BNY Mellon, who oversaw over $500 billion in assets, to break down the core principles that separate average investors from market-beating ones. You’ll learn: Why the best investors rely on a personalized checklist to guide decisions How to overcome confirmation bias and identify blind spots in your portfolio What...
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Exposed: $150,000 Tariff Tax Break, GDP's AI Secret, and a Slow-Motion Student-Loan Apocalypse
Altimetry Authority
In this episode of Altimetry Authority, we expose... The truth behind the negative GDP headlines – and why real GDP actually grew last quarter, thanks to AI What you should think about tariffs if you make under $150,000 a year (it could be a massive tax break) How the slow-motion student-loan apocalypse could blow up consumer spending The only news outlet getting the DOGE story even close to right... and why it's still missing the real story Why Wall Street is getting almost everything wrong about Twilio (TWLO) The real winner from 3G's Skechers (SKX) acquisition Timestamps -...
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The Small Cap Stock Advantage No One’s Talking About
Altimetry Authority
We uncover why small cap stocks may be the most overlooked opportunity in the market right now. While headlines scream recession, inflation, and tariffs, savvy investors are quietly targeting high-dispersion, low-beta small caps that aren’t weighed down by institutional selling or mainstream coverage. We explain: Why small caps can outperform during market volatility How big institutions are too big to benefit from these hidden gems Real examples of small cap stocks that exploded during past downturns The two breakout themes for 2025: AI enablers and the supply chain supercycle How...
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The Government Shift That Could Unleash a Defense & AI Investment Boom
Altimetry Authority
This is the inside view of how U.S. government priorities could drive the next leg of growth in defense, tech, and infrastructure. In a special edition of The Altimetry Authority Show, Professor Joel Litman and Rob Spivey are joined by Colonel Jon Shaffner (Ret.) to break down how federal spending, modernization, and geopolitical risks are setting the stage for a major wave of defense and tech contracts. In this episode, we cover: Why the real story behind tariffs isn’t trade—it’s national security How AI and Doge (the government’s digital overhaul) could unlock massive...
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The 1 Big Lie About Gold’s Rally — And What Wall Street’s Missing on Pharma, CrowdStrike & Illumina
Altimetry Authority
This week Joel and Rob cover gold’s rally, RFK Jr’s war on pharma, CrowdStrike’s baffling upgrade, and why Illumina might be a stealth rebound story. Timestamps Introduction Profits vs. Tariffs Gold Rush Pharma Shakeup Going Against the Crowdstrike Illumination The headlines say one thing—but when you look deeper at the data and embedded expectations, the market’s telling a very different story. GOLD & DE-DOLLARIZATION Everyone says gold’s 50% rally is about the collapse of the U.S. dollar—but the real reason is the collapse of other...
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DC-Driven Market Meltdown | Fed Shakeup, $81T Citi Error & Eli Lilly’s Big Bet
Altimetry Authority
The market is melting down—thanks to Washington. What should investors do next? This week, we’re breaking down DC’s impact on the markets, a major shift at the Fed, and why America runs on credit. Topics covered in this episode: ✅ DC-Driven Market Meltdown – What’s happening, and how should you react? ✅ Fed Shakeup & Bank Consolidation – Michelle Bowman’s move to Vice Chair & what it means for the economy ✅ Eli Lilly’s $27B Expansion – A smart investment or a costly mistake? ✅ Citigroup’s $81 Trillion Error – How did Citi make this mistake, and...
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DOGE Email Grab, China’s Massive Debt & Apple’s $500B Bet
Altimetry Authority
In today's episode Joel Litman and Rob Spivey break down the latest news, including the DOGE email grab, China’s debt crisis, and why Wall Street got it wrong (again) with Snowflake (NYSE: SNOW). Additionally they also analyze Apple’s massive $500B investment and what it could mean for investors down the line. Topics covered in this episode: DOGE’s email push – What are they really after? Market fragility – Why recession talks & tariffs are shaking risk assets China’s economic reality – Should we really be bullish on Alibaba? Snowflake (NYSE:...
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Trump’s Tariffs, Pharma Price Shakeup & Inflation Chaos
Altimetry Authority
Trump’s tariffs and taxes—what’s really happening beyond the headlines. While the media focuses on Elon Musk’s latest moves, hosts Rob Spivey and Joel Litman uncover the pharma industry’s hidden costs and how Americans pay way more for the same medication. Plus, what Amazon’s earnings tell us about the market and why Citi is still cutting its price target. In today's episode: Trump’s tariffs & tax policies – The real impact on markets Elon Musk: Chaos or strategy? – What’s actually happening Pharma price wars – Why Americans overpay & which companies are...
info_outlineIn this episode of Altimetry Authority, we expose...
- The truth behind the negative GDP headlines – and why real GDP actually grew last quarter, thanks to AI
- What you should think about tariffs if you make under $150,000 a year (it could be a massive tax break)
- How the slow-motion student-loan apocalypse could blow up consumer spending
- The only news outlet getting the DOGE story even close to right... and why it's still missing the real story
- Why Wall Street is getting almost everything wrong about Twilio (TWLO)
- The real winner from 3G's Skechers (SKX) acquisition
Timestamps
- 0:00 - Introduction
- 01:29 - The GDP Secret
- 10:47 - $150,000 Tariff Winners
- 19:37 - Student-Loan Apocalypse
- 28:37 - DOGE Is Just Warming Up
- 32:57 - Wall Street's Wrong on Twilio (TWLO)
- 39:41 - 3G's Skechers (SKX) Buyout
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