41 - Lettuce Solve A Mystery

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!