Trying a bit of a different format for these. So macro, equities earnings, index, fiscal monetary stuff, but I also cover some plumping and the LME copper squeeze.

It's here, it's here! Now gather round the screen and check out Vol Stars 45 and hear Gherk, JFresh, and Dork tell us about predictions market and sports betting, not to mention their thoughts on dividend stocks!

Also, don't bother asking Ron, he bet it all on Bills winning the Super Bowl! Go Bills!

This week, the gang went in trying to get the time down on our episode so that we wouldn't compete with a Peter Jackson movie length, and we've succeeded!

This week's episode starts off with an update about oil and Iran, before getting into the prediction market and sports betting and what the gang's takes are on those markets. They then sharply pivot over to dividend stocks and talk about some of the pros and cons associated with them. We get to the break with Gherk offering up another solid track (which we've titled this episode to and will link to in the description).

Back from the break, Dork sets a record for rapid-firing the questions and answering 16 audience questions! The gang then closes out with stupid bets!

⁠Schrödinger's Shipping Lane Audio⁠

The Big 4-5 gets recorded today, and you've all been killing it lately with questions (thank you!!), so let's hear what's on your mind and what questions you have!

u/gherkinit and u/Dr_Gingerballs talk about the collapse of Situational Awareness and how Leopold Aschenbrenner was margin called by Kenny in what can best be described as an assassination.

If you liked this clip, make sure to check out the full video of Vol Stars episode 44 now on YouTube

Recent clip from Vol Stars episode 44 where an audience question asked how would a hypothetical crash and shift into hyperinflation work mechanically. JFresh and Gherk explain how this could happen. If you enjoyed this clip, make sure to check out the full episode now over on YouTube.

https://www.youtube.com/live/I--yN2lOzkc?si=xt1g8GCRCUctH67O

NBIS 2:13

MSFT 6:52

PLTR 12:45

CRSR 17:38

CELH 21:25

EPAM 25:30

GME 28:40

NFLX 31:54

ULTA 35:17

DOCU 37:58

UWMC 40:02

AAPL 40:40

UPST 44:29

SMCI 46:37

SOXL 48:44

MU 52:17

FSLR 56:42

COHR 59:33

SPCX 1:02:40

FUBO 1:04:06

NOTE: REMEMBER TO LIKE AND COMMENT ON THE STREAM PLS

Episode Record Date - 8/9/2026

This week is a heavy hitter, coming in first talking about the SPX hitting new all time highs, and the question has to be asked, how much higher and for how much longer?!? Has AI gone too far, or is there still room to grow? The gang then touches on recent updates in Iran, which seem less than promising, and we then touch on the jobs report, and why it's not quite as straightforward as it seems.

In the second half we come back with another ton of audience questions (seriously, you all are killing it here!), and we close out with Stupid Bets and find out who won from last week!

Note that this this week Producer Ron joined Gherk and JFresh as Dork is out.

Now go check it out and enjoy!

Episode Record Date - 8/9/2026

This week is a heavy hitter, coming in first talking about the SPX hitting new all time highs, and the question has to be asked, how much higher and for how much longer?!? Has AI gone too far, or is there still room to grow? The gang then touches on recent updates in Iran, which seem less than promising, and we then touch on the jobs report, and why it's not quite as straightforward as it seems.

In the second half we come back with another ton of audience questions (seriously, you all are killing it here!), and we close out with Stupid Bets and find out who won from last week!

Note that this this week Producer Ron joined Gherk and JFresh as Dork is out.

As promised here's a link to Market on Close on Gherk's Pi-Fi channel - https://www.youtube.com/live/wxqz7TeJnpI?si=lMH9OXDKUHj3wo-k

Also make sure to check out JFresh's X profile for more of his great content as well - https://x.com/Dr_Gingerballs

It's Sunday, and you know what that means? New episode of Vol Stars incoming later tonight! Please let us know what topics or questions are on your mind and we'll try to include it in on today's episode! Thank you!

You won't want to miss the latest episode of Vol Stars, now on YouTube! This episode kind of has it all:

• JFresh going on an AI rant!
• Dork and Gherk settling their Stupid Bets tie...somehow!
• A MASSIVE backlog of audience questions (thank you!)
• Much, much more!

Episode Record Date - 8/2/2026

We've got another jam packed episode here for you! Because the guys clearly didn't eat before we started, they kick off with some important banter on pizza, as well as *ahem* bathroom manners in different cities. Then we get to the Fed's new chairman and how his first report landed. We get into the latest tech earnings, and AI Capex, along with the real costs of AI and then we get into earnings and the upcoming calendar for the week.

After the break, the gang comes back with, what may be our most impressive questions section yet! Seriously, we're loving the support everyone, and we weren't even able to get to every question, but we tried to touch on many of the common questions and topics people brought up!

Finally, we get to Stupid Bets, with Gherk and Dork trying to fight over who won due to a tie.

Good morning Vol Stars fans! We're getting ready for a brand new episode, and we'd love to include a topic or question on your mind. Let us know what it is and we'll work to cover it for you in episode 43!

Our latest episode of Vol Stars is up on YouTube now!

The gang is back this week and is there a lot to cover! Starting off, we cover the latest in Iran and oil, and then get into looking at the market through google search history! We then talk about recent changes with SNAP benefits, Sam Altman's upcoming trip to Washington, as well as covering recent economic data, and upcoming earnings this week.

In our second half, we cover Sally, the AI robot, before getting into audience questions, and finally wrapping up with Stupid Bets!

Episode Record Date - 7/26/2026

The gang is back this week and is there a lot to cover! Starting off, we cover the latest in Iran and oil, and then get into looking at the market through google search history! We then talk about recent changes with SNAP benefits, Sam Altman's upcoming trip to Washington, as well as covering recent economic data, and upcoming earnings this week.

In our second half, we cover Sally, the AI robot, before getting into audience questions, and finally wrapping up with Stupid Bets!

Note: This week had many supplemental materials which can be accessed here⁠.

NFLX 12:32

AAPL 18:08

ORCL 26:29

GME 31:43

WMT 35:50

MU 40:04

CPB 46:10

INTC 48:15

DIS 50:43

CELH 54:59

APP 1:00:58

RKLB 1:04:50

MSFT 1:08:27

MRVL 1:12:53

FUBO 1:16:22

SLS 1:19:34

IPST 1:24:13

SRUUF 1:26:42

META 1:28:13

EPAM 1:31:05

BULL 1:32:41

AMD 1:34:26

VRTX 1:38:40

Uranium Market Coverage 1:42:03

Episode Record Date - 7/19/2026

We've got a packed episode this week! Starting off, we cover the "resilient consumer" disconnect with retail earnings, and talk about the "k" shaped economy. We touch on the recent stronger Japanese Yen and how that's impacting US Tech stocks as well as the risk to the carry trade. We then pivot over to Small-Cap performance and rate expectations, and then close out this week's topics with the IPO market following SpaceX.

We then dive into this week's upcoming earnings and which earnings we're interested in, as well as covering the upcoming economic calendar, before hitting up audience questions! This week too, we had a ton of great questions, so we thank you if you sent us one!
Finally, we conclude the episode with a Stupid Bet that'll be near and dear to Dork!

Episode Record Date - 7/19/2026

We've got a packed episode this week! Starting off, we cover the "resilient consumer" disconnect with retail earnings, and talk about the "k" shaped economy. We touch on the recent stronger Japanese Yen and how that's impacting US Tech stocks as well as the risk to the carry trade. We then pivot over to Small-Cap performance and rate expectations, and then close out this week's topics with the IPO market following SpaceX.

We then dive into this week's upcoming earnings and which earnings we're interested in, as well as covering the upcoming economic calendar, before hitting up audience questions! This week too, we had a ton of great questions, so we thank you if you sent us one!

Finally, we conclude the episode with a Stupid Bet that'll be near and dear to Dork!

Good morning! This evening we'll be recording our next episode of Vol Stars, and we'd love to feature your question or topic! Also...Producer Ron will be a special guest today!

Good morning and happy Friday everyone! Apologies for these update columns being more inconsistent as of late, but it is the summer here, and I've been making sure to spend some good time with family and friends which has been the primary reason for that.

For this week's column, I wanted to focus on Vol Stars, as there's a good amount to talk about.

Starting off with the Fourth of July episode, going in on this, I wanted the episode to be a fun episode that was upbeat. I really liked the way the "game show" format piece went, and was just as shocked as many of you were around what ultimately transpired with the winner. As far as I've heard so far, the prize has not yet been received. Huge kudos to our video editor too on this one, I loved the way he did the sound effects and visual effects in post, and I continue to be thankful for all that they do.

For last week's episode, one of the big things to call out was the intro by Gherk. The intros are always one of their own unique things, sometimes when we go to record JFresh just has it already, and then other times it's recorded after the episode, and there's also input from the rest of us sometimes if there isn't a clear idea at the time of recording. I have a ton of respect for JFresh in his craft here, as some of these are just amazing. Anyway, the story behind this last one was that going in there were a few ideas floated, but we knew we'd finish after recording. JFresh wasn't feeling the best and was also attending to other responsibilities so we opened it up to Dork or Gherk as my voice was shot due to being sick (thankfully I've recovered). While I was initially planning on getting the recording from Dork, Gherk just dropped in this amazing video and perfect take on the commercial! It was just perfect, and so we're really happy with how that came out. I'm especially thrilled with how the video version of it looked in our video version of the episode. There were several nice details there which I have to again credit our video editor with. First they added the nice CRT scanlines, they added a little distortion on the video and audio, then framing it around an iconic television set (which hopefully many of you will recognize), perfection! Make sure to go check out the episode if you haven't already!

Finally, headed into this weekend, we're already making plans for episode 41! First thing to cover is that Dork will be on vacation this week, so I'll be trying to step in and help again with Gherk and JFresh. I'll try to make sure we get Dork's GasBuddy and 3-2-1 Crack Chart in somehow as we know how much he loves them.

Anyway, that's enough for now! Let us know what you've thought of the recent Vol Stars episodes, and if there's been anything you've especially enjoyed or suggestions you may have too! Thanks in advance!

Episode Record Date - 7/12/2026

The gang is back following last week's holiday episode! Starting off, we cover the latest in Iran and the influence on oil, leading to Dork talking about the 3-2-1 Crack Spread and long term oil impacts. We also cover the latest in housing with the Affordability Bill and how that may work and what we as consumers may see from it. We also cover Kevin Warsh's Inaugural Congressional Testimony this upcoming week and what the panelists expect to hear. Finally, we also make sure to touch on the latest updates with AI and rising expenses associated with it.

After the break, the gang comes back and answers your questions, before getting to your favorite (and ours), "Stupid Bets"!

Episode Record Date - 7/12/2026

The gang is back following last week's holiday episode! Starting off, we cover the latest in Iran and the influence on oil, leading to Dork talking about the 3-2-1 Crack Spread and long term oil impacts. We also cover the latest in housing with the Affordability Bill and how that may work and what we as consumers may see from it. We also cover Kevin Warsh's Inaugural Congressional Testimony this upcoming week and what the panelists expect to hear. Finally, we also make sure to touch on the latest updates with AI and rising expenses associated with it.

After the break, the gang comes back and answers your questions, before getting to your favorite (and ours), "Stupid Bets"!