Liquidity up, markets up; liquidity down, markets down

Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and American exceptionalism (4:40). Rewriting debt will essentially be at prevailing interest rate (22:05). AI will shorten our work week, but won't cause mass unemployment (29:00). Big pharma stocks, why Kirk is selling more than buying, and writing a lot of covered calls (32:15).Subscribe to Kirk's Margin of Safety InvestingShow Notes:President Trump Inherits A Good Economy At Risk And A Big DebtI'm Selling Stocks Hand Over FistPfizer: One Of The Next Big AI WinnersAI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk SpanoRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions