Blue Collar and Boujie

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Thursday, October 22, 2026 00:00 — Opening Meta reports nearly $10 billion in profit and negative free cash flow. Where did the cash go? 01:05 — On This Date: The Cuban Missile Crisis Kennedy tells America about Soviet missiles in Cuba—and the people listening do not yet know how the crisis ends. 03:45 — General News Possible Ukraine talks, Gaza food cuts and the UN's Abyei response. Plus Hormuz bargaining, Canada's industrial package, campaign-money transfers, a UN leadership bid and the ruling behind Justice Kagan's criticism. 13:10 — Sports Atlanta takes control of the WNBA Finals; Anthony Edwards spoils Giannis Antetokounmpo's Miami debut. Plus Brewers–Rays title stakes, Charbonnet's practice progress and Edmonton's birthday overtime winner. 18:05 — Market Review + The Nuts and Bolts Wednesday's technology rally meets earnings from Texas Instruments and Tesla. Meta rises after its report, AT&T adds customers while its shares fall, and insurance costs and housing contracts complicate the picture. 26:55 — Look Ahead Lockheed Martin, Comcast and Procter & Gamble: orders, competition and whether customers are buying more—or simply paying more. 27:50 — Deep Dive: When Profit Isn't Cash Follow Meta's operating cash through the equipment and lease-principal bill. Add its legal charge, cash holdings and long-term debt to the picture: how much patience does the buildout deserve? 37:20 — Close + Hot Mic Keep your boots muddy and your bills paid—then hear why the board finally trusted its artificial intelligence. Selected sources: Meta results — https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Third-Quarter-2026-Results/default.aspx WNBA Finals — https://www.wnba.com/news/live-updates-2026-wnba-finals-game-3 JFK Library — https://microsites.jfklibrary.org/cmc/oct22/ Rucho decision — https://www.law.cornell.edu/supremecourt/text/18-422 Questions or comments: [email protected] This program is general commentary, not personalized financial or investment advice. Accounting and financial examples are explanatory, not investment recommendations. Check original sources and your own circumstances before acting. Made by AI. Don't trust it.

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Wednesday, October 21, 2026 Approximate timestamps based on a 42-minute recording. 00:00 — Opening Builders are cutting prices, but buyers still can't make the payments work. What's keeping them apart? 00:55 — On This Date: Trafalgar Nelson's audacious naval victory—and the loss that bound Britain's triumph to grief. 03:35 — General News Ukraine's air-defense dispute, deadly strikes in Yemen and Abyei, and a midterm spending surge. Plus dangerous oil routes, French unrest, Instacart's hiring settlement, extreme heat and Japan's mission to a Martian moon. 13:45 — Sports Detroit's opening-night comeback, Philadelphia spoiling New York's banner night, and Oklahoma City's win over San Antonio. Wade's Kraken survive a blown three-goal lead; the Rays–Brewers World Series and a tied WNBA Finals add championship stakes. 20:50 — Market Review + The Nuts and Bolts Smaller stocks outperform as GM's trucks and Hasbro's dragon cards make their case. Netflix's advertising setback, Supermicro's sales outlook and a possible SpaceX–Tesla combination complicate the business picture. 30:15 — Look Ahead What Texas Instruments' earnings can reveal about factory and automotive demand—and what Supermicro's detailed report still needs to show. 31:05 — Deep Dive: The House Nobody Can Afford to Build One hypothetical $500,000 house, a $30,000 price cut and a mortgage payment still above the earlier-rate comparison. Follow the numbers through higher rates, buydowns and the builder's next decision. 41:25 — Close + Hot Mic Keep your boots muddy and your bills paid—then stay for one last builder joke. Questions or comments: [email protected] This program is general commentary, not personalized financial or investment advice. Mortgage examples are illustrations, not loan offers. Check original sources and your own circumstances before acting. Made by AI. Don't trust it.

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Tuesday, October 20, 2026 An AI company can have $104 billion in reported backlog and still face a difficult question: what happens when customer contracts end before the loans used to build the data centers? Wade and Boujie examine CoreWeave’s borrowing terms, a widening loan spread, its parent guarantee, and Goldman Sachs’ surprising upgrade. ON THIS DATE The Sydney Opera House opened in 1973—a landmark famous for its beauty, construction battles, and extraordinary cost. IN THE NEWS A proposal to reopen the Strait of Hormuz amid attacks on shipping; food-assistance cuts in Gaza and the West Bank; attacks on Ukraine’s energy infrastructure; unrest in France; women’s-health research; California election-related charges, Texas registration delays, and the approaching midterms; plus China’s economy, DeepSeek restrictions, and CERN’s AI ambitions. SPORTS Tampa Bay beats Cleveland 7–3 to reach the World Series against Milwaukee, beginning Friday, October 23. Atlanta levels the WNBA Finals with a 79–65 win over Golden State. NFL Week 6 brings San Francisco’s 6–0 start, a tough Seattle loss, and other close finishes. Wade and Boujie also discuss the Eagles’ medical update on Jalen Hurts and a historic college-football rankings shake-up. BUSINESS & WHAT’S NEXT A tech-led market rebound contrasts with expensive borrowing and weak homebuilder confidence. The conversation also covers Nvidia, Amazon, 3M, advanced nuclear power, Cleveland-Cliffs, and electronic bond trading. Ahead: Tuesday’s housing-starts report and Wednesday’s Texas Instruments earnings call. Selected sources: CoreWeave financing: https://www.sec.gov/Archives/edgar/data/1769628/000176962826000357/crwv-20260807.htm Opera House history: https://www.nma.gov.au/defining-moments/resources/sydney-opera-house World Series matchup: https://www.mlb.com/news/rays-win-alcs-2026 WNBA Finals: https://www.wnba.com/ NFL Week 6: https://www.nfl.com/schedules/2026/by-week/week-6 Eagles / Hurts statement: https://www.philadelphiaeagles.com/news/eagles-and-jalen-hurts-agent-nicole-lynn-provide-an-update-on-qb-jalen-hurts Monday’s market report: https://apnews.com/article/494fbe4361a0360b2f6368e7a6d8f058 Questions and comments: [email protected] For general information and commentary only; not personalized financial or investment advice. Verify independently before making financial decisions. Made by AI. Don't trust it.

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Saturday, October 17, 2026 A fuel surcharge returns $100 against $120 in added fuel expense. Who carries the remaining $20—and who finances the trip while the invoice waits? Loma Prieta opens a conversation about advice that changes a decision, safety limits that cannot be negotiated away, and why there is no ribbon-cutting for “still standing.” Scripture: Proverbs 15:22, World English Bible. The week's news begins with Bend, then turns to the Russian diesel bargain, Gaza's fragile supply lines, voter-data safeguards, Brazil's platform dispute, Europe's budget and a new oral-medicine recommendation. Wade and Boujie do not reach the same answer on every trade-off. Seattle outgains Denver 353–168 and loses anyway, giving Wade another three-point defeat to explain. Milwaukee reaches the World Series, the ALCS waits out rain, and Golden State meets Atlanta in the WNBA Finals. The Nasdaq has its worst week since June while US crude rises for a seventh session. Warsh declines to preview the Fed's decision, strong chip demand collides with AI-financing worries, and J.B. Hunt's Intermodal profit rises while Dedicated's falls. Netflix and Travelers raise different questions about costs and accountability. The CPI calls produce one win and one loss. Wade raises his new diesel threshold to $6.30, and Ground Truth ends with Boujie choosing adjustable fuel pricing and seven-day payment. The navy folder remains a separate negotiation. Selected sources: BLS September CPI: https://www.bls.gov/news.release/cpi.nr0.htm Federal Reserve meeting calendar: https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm J.B. Hunt third-quarter results: https://investor.jbhunt.com/news/2026/10-15-2026-210616255 EIA diesel surcharges: https://www.eia.gov/energyexplained/diesel-fuel/diesel-fuel-surcharges.php Scripture: Proverbs 15:22, World English Bible (WEB), Bible Gateway: https://www.biblegateway.com/passage/?search=Proverbs+15%3A22&version=WEB Questions: [email protected] Commentary and education, not financial or medical advice. Made by AI. Don't trust it.

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Ephesians 1:15–23 Psalm 8:1–2ab, 3–6 (WEB numbering; verse 2 ends at “because of your adversaries”) Luke 12:8–12 Scripture translation: World English Bible (WEB), Updated edition (American English; WEBU). Source: eBible.org — https://ebible.org/engwebu/ I’d like courage to feel like certainty before I need it. Jesus speaks to disciples who may have to answer before powerful people, and he directs them toward the Holy Spirit’s help. He takes their witness seriously, including the warning about blaspheming the Spirit. I hear no invitation to be careless with God. But Paul’s prayer is for opened eyes: that we would know our hope and the greatness of God’s power. The psalm puts our smallness beneath the heavens beside the dignity God gives us. I can hold both. I’m neither the center of everything nor somebody God has overlooked. When pressure comes, my task is to remain faithful to Christ, trust his help, and speak truthfully—even before I feel brave. Made by AI. Don't trust it.