Everything Is a Circle
A stablecoin stock isn’t so stable; an accessible watch brand looks to lean into luxury.
(00:21) Asit Sharma and Mary Long discuss:
- The housing market slowdown, and where prices go from here.
- How Carnival rides the waves of uncertainty.
- Circle’s meteoric rise.
- Diworsification at a watch company.
The Wall Street Journal story discussed at the end of the show can be found here: https://www.wsj.com/business/american-investor-steven-wood-swatch-hayek-founding-family-7e17f6c6
Companies discussed: CCL, CRCL, COIN, SWGAY
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Dan Boyd
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