EPISODE · Jan 24, 2026 · 1H 59M
Stock Market Rewind with Steve & Matt
from MattMoney Podcasts · host MattMoney
Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0g(00:00) Intro & Disclaimer(02:18) Matt reveals his new stock purchase (Skywater Technology)(07:46) Steve’s market commentary: Dealing with volatility & long-term mindset(13:07) Netflix discussion: Stock slump & Warner Bros. deal skepticism(16:39) YouTube Earnings Reveal: Matt shares his ad revenue stats(21:07) Meta Discussion: Valuation & Steve’s missed opportunity(24:42) Microsoft Deep Dive: Valuation, competitive moat, and "disrespect" in the market(38:24) Crypto Talk: Brad Garlinghouse at Davos & XRP outlook(46:14) Rocket Lab ($RKLB) Update: Analysis of the recent tank testing anomaly(50:10) Venture Global LNG: Investment thesis & natural gas market outlook(59:25) Chris Patel joins the stream(01:04:26) The "Intervention": Steve & Kris pressure Matt to take Rocket Lab profits(01:43:51) Tech News: 10-ft "Terminator" robot builder(01:46:49) Stock Pitch: Kris pitches Sprouts Farmers Market ($SFM)(01:56:30) Dutch Bros ($BROS) growth discussion(01:58:22) Outro & Upcoming scheduleJoin 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 $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712
What this episode covers
Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0g(00:00) Intro & Disclaimer(02:18) Matt reveals his new stock purchase (Skywater Technology)(07:46) Steve’s market commentary: Dealing with volatility & long-term mindset(13:07) Netflix discussion: Stock slump & Warner Bros. deal skepticism(16:39) YouTube Earnings Reveal: Matt shares his ad revenue stats(21:07) Meta Discussion: Valuation & Steve’s missed opportunity(24:42) Microsoft Deep Dive: Valuation, competitive moat, and "disrespect" in the market(38:24) Crypto Talk: Brad Garlinghouse at Davos & XRP outlook(46:14) Rocket Lab ($RKLB) Update: Analysis of the recent tank testing anomaly(50:10) Venture Global LNG: Investment thesis & natural gas market outlook(59:25) Chris Patel joins the stream(01:04:26) The "Intervention": Steve & Kris pressure Matt to take Rocket Lab profits(01:43:51) Tech News: 10-ft "Terminator" robot builder(01:46:49) Stock Pitch: Kris pitches Sprouts Farmers Market ($SFM)(01:56:30) Dutch Bros ($BROS) growth discussion(01:58:22) Outro & Upcoming scheduleJoin 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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Stock Market Rewind with Steve & Matt
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