EPISODE · Feb 8, 2026 · 2H 44M
Fireside Chat with Steven Fiorillo
from MattMoney Podcasts · host MattMoney
Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) Intro, mouse issues, and disclaimer(00:01:37) Recap of Amit’s meetup and the cigar bar(00:08:14) Basis Points podcast launch and SoFi news(00:15:33) Discussing Tevis and Tanner’s interview with Anthony Noto(00:22:07) Thoughts on buying SoFi stock(00:28:48) Riff on the Bears and Hyperscaler CapEx(00:36:18) Amazon earnings and portfolio strategy(00:41:35) Elon Musk interview, orbital data centers, and space constraints(00:52:43) AI Agents, "Ultron," and the future of work(01:02:13) Market outlook: Did we hit a bottom?(01:06:22) Crypto market outlook and forced liquidations(01:25:24) Deep dive on PayPal: "Vulture" investing and financials(01:46:44) Live analysis of Axon Enterprise(01:52:18) Super Bowl picks and gym banter(02:16:29) Figuring out what Starbucks Stars are(02:35:01) Wishlist for future Basis Points guests(02:41:27) Closing remarks and plans for tomorrowListen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712
What this episode covers
Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) Intro, mouse issues, and disclaimer(00:01:37) Recap of Amit’s meetup and the cigar bar(00:08:14) Basis Points podcast launch and SoFi news(00:15:33) Discussing Tevis and Tanner’s interview with Anthony Noto(00:22:07) Thoughts on buying SoFi stock(00:28:48) Riff on the Bears and Hyperscaler CapEx(00:36:18) Amazon earnings and portfolio strategy(00:41:35) Elon Musk interview, orbital data centers, and space constraints(00:52:43) AI Agents, "Ultron," and the future of work(01:02:13) Market outlook: Did we hit a bottom?(01:06:22) Crypto market outlook and forced liquidations(01:25:24) Deep dive on PayPal: "Vulture" investing and financials(01:46:44) Live analysis of Axon Enterprise(01:52:18) Super Bowl picks and gym banter(02:16:29) Figuring out what Starbucks Stars are(02:35:01) Wishlist for future Basis Points guests(02:41:27) Closing remarks and plans for tomorrowListen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712
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Fireside Chat with Steven Fiorillo
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