How Does Apple Get Its Mojo Back?

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Jul 8, 2025

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Guests Cullen Roche, a macro expert, Eric Balchunas, an ETF analyst, and Alex Kantrowitz, a big technology expert, dive into pressing financial topics. They discuss the potential rise of alternative currencies and the persistent challenge of the dollar's decline. The trio also highlights the robustness of ETFs, including a unique standout. Alex elaborates on Apple's struggles with AI innovation, drawing comparisons with ChatGPT and suggesting possible strategic shifts for revitalization.

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INSIGHT

Fed Rate Hikes Curb Inflation

Fed raised rates to suppress private credit expansion, bringing down inflation.
Interest expense fears as inflation driver are overstated since Fed controls rates.

INSIGHT

Dollar Weakness Reflects Global Shifts

Dollar weakness reflects reduced US global competitiveness and isolationism.
Foreign economies appear stronger relative to the US under current policies.

ADVICE

T-bill And Chill Strategy

Avoid high yield savings and CDs; buy T-bills for cash management.
T-bills offer the best combination of safety and return for short-term cash.

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On this TCAF Tuesday, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ is here with a special edition of What Are Your Thoughts with special guests Cullen Roche, Eric Balchunas and Alex Kantrowitz. They discuss: who can replace the dollar, will the deficit crush us, the most successful ETF ever, if Apple should buy Perplexity, Meta vs OpenAI, and more.

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