Everyone Gave Up On Bitcoin At Exactly The Wrong Time | Jordi Visser
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI mid-cycle slowdown, the Fed under Warsh and ...
4 Heinä 55min
Dave Portnoy GOES OFF On Bitcoin, AI, Socialism & Being Fired From Barstool
Dave Portnoy is the founder of Barstool Sports and author of Cancel Me If You Can. In this conversation, we break down how ESPN tried to force him out of his own company and how he engineered the lege...
30 Kesä 57min
OG Crypto Investor SOLD HIS BITCOIN For AI | Avi Felman
Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he's thi...
29 Kesä 1h 14min
Why Are Bitcoin & AI Stocks CRASHING?! | Jordi Visser
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI trade and why it's far from over, the memory...
27 Kesä 45min
Will The K-Shaped Economy Destroy America? | Darius Dale
Darius Dale is the founder and CEO of 42 Macro, a leading investment research firm. In this conversation, we break down what Kevin Warsh's Fed chairmanship means for monetary policy, the K-shaped econ...
25 Kesä 40min
I Just Revealed My Current Portfolio… | Anthony & John Pompliano
Anthony and John Pompliano cover the Mag 7 selloff, AI CapEx fears, and why inflation is more under control than the headlines suggest. We also break down Anthony's current portfolio, what Kevin Warsh...
23 Kesä 43min
Will The Bitcoin Bear Market Ever End? | Anthony Pompliano
Anthony Pompliano breaks down the bitcoin bear market — what's driving it, how long it could last, and why the data suggests we may be closer to the end than most people think. He pulls in takes from ...
22 Kesä 14min
The Biggest Pivot In AI History Is Happening Right Now | Jordi Visser
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the AI pivot happening with hyperscalers, the rise of ...
20 Kesä 48min
