Coupang ($CPNG) podcast mentions
And there's a 50% chance there'll be one hike and a 38% chance there'll be two hikes and only 11% chance there'll be no hikes between now and year end. Gold finished up 0.5% on the day, silver up 1.7%, Bitcoin was flat. WTI crude, that was the big move, down 3.2%. 2%, giving up some of the big gains over the past couple of weeks. Dollar Index was up 0.6%, which is pretty big move for the dollar. The fact that gold and silver hung in there was certainly notable. So quite the interesting market today. We'll see, we'll get probably some more follow-through or not tomorrow. That will be a big tell on where the future of the market is headed. Now, from time to time, we receive questions via web form from investtalk.com. Here's one that came in earlier, says, is stock Coupang, CPNG, too cheap to ignore?
Justin Klein · InvestTalk · AI Data Centers Are Eating the Land Market: Real Estate's Next Big Disruption · 2026-09-16Stig Brodersen I don't want to go on a tangent here, and perhaps the Zipline co-founder has a different definition of what teleportation means, but I think generally we just had Moderna coming out with, I think, the news that they now have the first vaccine against cancer, at least a form of it. So whenever we have these stories and I just feel about what will the world look like in 10 years' time, you just have to be excited, right? I mean, you might order food and there's a drone coming, and I think it's even happening in some countries. I mean, we covered Coupang a while ago and they already use drones to deliver packages. But all of that, you know, just gets me excited thinking about where the world could be in 10, 15 years' time. And I think that's also a great part of why we like to look at these companies. And especially Uber is one of those where you just see so many things that could just make your life better. But anyway, just to add to that, and I'm, I think for a couple of years, Uber's US rides business was noticeably slowing while Europe and Latin America still grew quite fast. I think it was about 30%. And it turns out that some of this was self-inflicted in a sense, since US insurance costs were inflating at, I said it before, double-digit rates and Uber passed those costs onto US pricing. And there's no evidence and I guess it shouldn't really come as a surprise to anyone that higher pricing slowed down demand, and management actually described it as an accidental A/B test on price elasticity with America as the test group. I don't really know what I think about that. I think this is perhaps a bit too important to turn into an A/B test. But anyway, now that insurance has normalized, they are passing those savings back into lower prices, and the US business is very much reaccelerating, which is great because it's obviously one of the most important parts of the Uber business. But also, it's kind of funny to say that the US is not necessarily Uber's most profitable market in terms of per capita economics because in some countries, and I think it's namely developing markets, Uber isn't even required to provide insurance at all.
Stig Brodersen · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley · 2026-09-06