The Year of the Cow - A Ryan Fair Podcast

Tesla's stock is currently trading at $300.70, down 5.34% from the previous close. In the second quarter of 2025, analysts expect Tesla to deliver about 377,000 vehicles, slightly below the consensus of 390,000. The company is also venturing into robotaxi services, launching a pilot in Austin, Texas. However, Tesla faces challenges in Europe, with sales down 28% year-over-year in May. Additionally, the departure of key executive Omead Afshar adds to the company's leadership changes.

Elon’s tweeting, Trump’s truthing, and America’s watching the circus—while Congress naps behind a trillion-dollar spending bill no one read.This episode dives into the ego war between two of the loudest men in America, the broken promises buried in “our big beautiful bill,” and the reason people have completely lost faith in the government’s ability to handle… well, anything.

The U.S. economy isn’t crashing—but it sure isn’t coasting either. Jerome Powell and the Fed are in a no-win scenario: raise rates and risk recession, lower them and risk inflation. From sky-high mortgage rates to consumer debt piling up, the American wallet is feeling the squeeze. Add in global tension, shaky trade, and unpredictable markets, and it’s no wonder the Fed’s toolkit is looking a little empty. This episode unpacks the high-stakes balancing act, with real numbers to back it up.

This is going to be a very ala carte experience of financial ideas I have had and use. Again, this is not financial advise, but thought provoking ideas I have had while trying to answer the worlds hard questions.

The title says it all doesn't it? Just give me 10 minutes and I will explain.

Alright, let’s not waste time — because time’s the only thing that’s actually getting more expensive every day. This episode’s for the parents, the grinders, the realists — the folks watching their paycheck inflate while their valuedeflates. You know exactly what I’m talking about. Let’s talk about your kids, asset classes, and why the future economy is already here — it just hasn’t been voted into law yet

Let me tell you something that absolutely floored me. Iheard a woman say that when she sees an American flag, she gets uncomfortable.That it feels evil. Evil—while she’s living in the country that gives her the right to say that out loud, in public, with zero fear of imprisonment or retribution. That’s not oppression. That’s indifference masked as activism. And I just don’t understand it.

Alright, let’s get one thing straight: Iran isn’t just another bad actor in the Middle East. It’s the world’s oldest empire still playing 4D chess—only now it’s wearing a cleric’s robe, lobbing drones, and clinging to 1979 like it’s afamily heirloom. But behind the turbans and tombs lies a nation of 88 million, half under 35, suffocating under the weight of its own revolution. Today, we’re diving into how Iran got here, why the War on Terror kept it here, and whether its regime can survive another decade without imploding.

The Federal Reserve was created in 1913 in response to repeated banking panics, most notably the Panic of 1907. Back then, there was no central bank. Money supply was limited by gold and thewhims of private banks. J.P. Morgan literally bailed out the U.S. government with his own gold reserves. This wasn’t sustainable.

This is my thoughts on the current set up over the next several months. Of, both base case and worst case scenarios in the region, and the world.