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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Week of 9/15/2025 | Episode 11
Listen on Spotify |
GM☀️Degens — “Rate-Cut Roulette: Saylor’s ‘Burn,’ MicroStrategy Math & the Co-Living Economy” |
Six months from now, will today’s headlines have been pure hopium—or the setup for a new cycle? We unpack Michael Saylor’s “gift to humanity” line, what MicroStrategy’s BTC strategy really means for corporate valuations, and why markets might already have a September 17 Fed cut priced in. Then we zoom out to housing: institutional landlords, the rise of co-living, and why affordability is pushing people into hostel-style economics. A candid, macro-meets-real-life episode.
In this episode
🔥 Saylor’s “burn” talk: narrative vs. mechanics—who actually benefits long-term?
🧮 MicroStrategy math: how stacking BTC rewires balance sheets and brand value.
🏦 Fed watch: 25 bps cut odds, inflation at ~2.9%, and the “good cut vs. bad cut” problem.
📉 Price action risk: when a well-telegraphed cut sparks near-term turbulence before longer-term risk-on.
🏠 Co-living surge: institutional buying, manufactured scarcity, and the room-by-room rental pivot.
🏥 Systems vs. incentives: healthcare, socialism debates, and why outcomes track incentives—not slogans.
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Credits
Hosted by the GM☀️Degens crew. Intro by Marcus the Intern.
Not financial advice. Entertainment & education only.
237 episodes
