Podcasts about nyse

Does Ethereum have a funding crisis? On today's Markets Outlook, Protocol Guild Organizer Trent Van Epps tells CoinDesk's Jennifer Sanasie why the Ethereum Foundation's subtraction philosophy is creating a critical funding gap for core developers, what it will take to fill it, and why he's still optimistic about ETH's future. - Timecodes: 00:00 - Trent Van Epps Joins Markets Outlook 00:57 - Why Trent Left the Ethereum Foundation 01:55 - What Is Subtraction and Why It Matters 02:31 - 20% Workforce Cuts and the Funding Gap Explained 05:09 - Options for Solving the Funding Crisis 07:06 - Will Ethereum Lose Its First Mover Advantage? 08:40 - What Happens If the Funding Doesn't Come? 10:47 - What Institutions Should Replace the EF? 12:24 - Ethereum's Future 14:37 - ETH the Asset: The Misconceptions and the Opportunity - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/mePmjknvBVc - To get market moving news delivered daily, download CoinDesk's mobile app: https://linktr.ee/coindeskapp. - This episode was hosted by Jennifer Sanasie.

Does Ethereum have a funding crisis? On today's Markets Outlook, Protocol Guild Organizer Trent Van Epps tells CoinDesk's Jennifer Sanasie why the Ethereum Foundation's subtraction philosophy is creating a critical funding gap for core developers, what it will take to fill it, and why he's still optimistic about ETH's future. - Timecodes: 00:00 - Trent Van Epps Joins Markets Outlook 00:57 - Why Trent Left the Ethereum Foundation 01:55 - What Is Subtraction and Why It Matters 02:31 - 20% Workforce Cuts and the Funding Gap Explained 05:09 - Options for Solving the Funding Crisis 07:06 - Will Ethereum Lose Its First Mover Advantage? 08:40 - What Happens If the Funding Doesn't Come? 10:47 - What Institutions Should Replace the EF? 12:24 - Ethereum's Future 14:37 - ETH the Asset: The Misconceptions and the Opportunity - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/mePmjknvBVc - To get market moving news delivered daily, download CoinDesk's mobile app: https://linktr.ee/coindeskapp. - This episode was hosted by Jennifer Sanasie.

Don't Imbibe the Kool-Aid with Kim Kennedy – What are the economic, military, and geopolitical implications for the Trump administration's foreign policy agenda? qConsider that Asia accounts for half of the world's GDP. Bill Walton is a former Chairman and CEO of a $10 billion NYSE-traded investment company, a successful inventor, and a renaissance man who joins us to discuss what...

In Episode 193 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, talk about the passing of former Fed Chair Alan Greenspan and what his 18-year tenure actually produced for markets.Kevin Warsh's first Fed meeting as chair featured a statement that clocked in at roughly 130 words and told markets almost nothing about how the new Fed intends to make decisions.Sonu makes the case that despite all the hawkish headlines, dot plot drama, and a two-year yield that jumped 16 basis points on Fed day (the largest single-day move on a Fed decision since 2008), actual real policy rates are more accommodative now than they were in March. The committee is split 9-9 on whether to hike this year, Warsh has opted out of the dot plot entirely, and inflation is running well above target, with core PCE likely to finish the year above 3.3%.Apple's announcement that iPhone prices are going up due to memory chip shortages puts a real-world face on the inflation story. PPI for semiconductor chips and printed circuit boards is running above 100% annualized. Meanwhile the Dow, Russell 2000, and S&P MidCap 400 all closed at all-time highs last Thursday, which is the market's own vote on whether any of this is a crisis. The episode closes with a look at sector leadership, why communication services being down 6% to 7% year-to-date while tech is up 33% is genuinely strange, and why momentum breaking down is the signal to potentially worry about and why it isn't breaking down yet.Key Takeaways: Former Fed Chair Alan Greenspan oversaw a 190% gain in the S&P 500 over 18 years, second only to William McChesney Martin. He also presided over two bubbles that burst within a decade, the tech crash, and the housing collapse, producing what remains the worst decade for equity investors in history.Kevin Warsh's first Fed statement came in at roughly 130 words, the shortest non-emergency statement in modern Fed history. He also declined to submit a dot plot projection. The practical effect is that markets are now pricing guidance from the other 18 members, who are not stepping back from the spotlight.The dot plot went 9-9 on whether to hike in 2026. Three months ago, 12 of 19 members expected at least one cut this year. That shift may explain the volatility. 428 S&P 500 stocks fell on Fed day, the broadest single-day decline of the year, but it does not automatically mean the Fed is hawkish.After subtracting the Fed's own inflation projections from its own rate projections, real policy rates are actually more accommodative now than in March, dropping from an implied 0.7% real rate to 0.5%. With core PCE running around 3.5% to 3.8% annualized, the real policy rate is effectively near zero.Apple's decision to raise iPhone prices due to memory chip shortages is the real-world confirmation of a broadening inflation story. PPI for semiconductor chips and printed circuit boards is running above 100% annualized.The Dow Jones Industrial Average, Russell 2000, and S&P MidCap 400 all closed at all-time highs last Thursday. The NYSE advance-decline line and the small cap advance-decline line both hit all-time highs the prior Tuesday.Jump to:0:00 — World Cup Weekend and Father's Day3:07 — Remembering Alan Greenspan's Fed8:05 — A New Chair and a Short Statement13:25 — Dot Plot Split and Market Shock19:45 — Yield Curve Signals and Bond Surprise24:35 — AI Supply Chains and Price Pressure28:20 — The Case for a Dovish Fed34:40 — Economy Strength and Running It Hot37:10 — A Car Break in Reality Check40:35 — Breadth Seasonality and Sector Rotation53:20 — Closing Thoughts and Listener RequestsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Changpeng Zhao, founder and former CEO of Binance, sits down with CoinDesk's Jennifer Sanasie for one of his most candid conversations. CZ talks about growing up in an immigrant family, why he's never taken on real debt, the four months he spent in U.S. prison, the $2 million he's quietly donated to prison reform, and why he believes "there's no delete button" for crypto.  - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://www.youtube.com/watch?v=75LrBmSScvY&list=PLZWrc_gWChqnim-9ZbIKZTOrPA7IgFKVR&index=1 - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: https://policy-regulation.coindesk.com/. - Timecodes: 00:00 Welcome to CoinDesk Spotlight 00:20 When CZ First Realized Money Mattered 03:08 A Frugal Mindset and Why He Never Took On Debt 04:35 His Father's Journey to Canada 06:30 Freedom of Money vs. Financial Freedom 08:28 Why CZ Wants to Spend More Time in the U.S. 11:52 Binance, U.S. Rivals, and Regulatory Pressure 14:39 Losing Trust - and Why the U.S. Constitution Is a "Great White Paper" 17:17 The Next Administration and the CLARITY Act 19:11 Reflecting on 2022: Was Crypto Too "Drunk" on Hype? 21:36 How AI and Crypto Are Merging 25:17 Crypto's 2026 Challenges 28:03 Inside CZ's Four Months in Prison 31:18 Why CZ Donated $2M to Prison Reform 32:57 What Inmates and Guards Asked Him About Crypto 36:26 Writing His Book: "A Conversation With Myself" 39:15 The Weaknesses and Strengths Prison Revealed 41:17 CZ's Advice to Founders 44:22 Why Most of His Wealth Is Still in BNB 45:31 Binance's Largest Shareholder, But No Longer Running It 48:56 On Legacy: "Be Happy With Myself"

Ilies Larbi is the founder and CEO of Ouinex, a multi-asset trading platform built to fuse crypto and traditional markets in a single account while shielding retail traders from the structural disadvantages of conventional order books. A nearly fifteen-year veteran of New York-based forex broker FXCM, where he climbed from sales associate to Managing Director for Europe and a seat on the executive committee, the Paris-based Larbi stepped into crypto in 2022 — late by bull-run standards, as he admits, but with a clear view of the gap he wanted to fill. Why you should listen Larbi's central argument lands with a memorable image: most crypto exchanges drop retail traders into a tank full of sharks. His culprit is the central limit order book, which works beautifully in regulated venues like the NYSE where institutions compete against each other, but breaks down in crypto, where a trader tapping orders from their phone over café Wi-Fi sits on the same book as a high-frequency desk running millions in low-latency infrastructure around the clock. That asymmetry, he argues, is why retail traders so often see stop losses picked off and price action that feels suspiciously erratic. Ouinex's answer is a no-CLOB execution model: institutions are still welcome to provide liquidity, but they're allowed only to make markets, never to take them, and they get zero visibility into where retail orders are resting since those sit on Ouinex's own servers. The result is a kind of Chinese wall, with liquidity providers forced to compete purely on the best bid and ask while an aggregator passes only the sharpest prices through to traders. Ouinex lets users trade spot crypto and perpetuals alongside forex, gold, indices and equities, using their crypto as collateral rather than cashing out to fiat — and crucially, it routes the TradFi side through hundred-year-old market infrastructure rather than rebuilding it as a thin perpetual. Larbi makes the case with hard numbers, contrasting a euro-dollar or gold trade on Ouinex against the same instrument as a perp on a venue like Hyperliquid, where he claims spreads run several times wider, commissions stack on top, and the order book is far shallower. He also points to early evidence that the multi-asset thesis is working: as geopolitics roiled markets, his traders moved record volume into oil and gold while waiting for crypto to get interesting again, exactly the cross-market hedge the platform was designed to enable. Larbi raised nine million dollars entirely from his own trading community — much of it the French-speaking InteractivTrading community — with no venture capital on the cap table, which he argues leaves the platform answerable to its users rather than to investors holding a bag of future tokens. That native token, OUIX, is heading to an ICO via the company's launchpad, pitched as a low-sell-pressure utility play with fee discounts and trading cashback. He's candid that the product is still maturing, urging listeners to test it on a demo account with virtual funds and lean on Ouinex's human (not chatbot) support. The closing hot-take round rounds him out nicely: a self-described multi-chain pragmatist with unshakeable conviction in blockchain's staying power, convinced AI agents will reshape how — and whether — we trade at all, and unashamedly nostalgic for the original Avatar. Supporting links Stabull Finance Ouinex Ouinex on Twitter Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Citi Institute's "Tokenization 2030: Wall Street OnChain" puts a number on it: $5.5 trillion in tokenized assets by 2030. Alejandro Gutierrez, who leads Solana Superteam Ireland and returns for another appearance on the show, joins me to stress-test that forecast — what Citi gets right with DTCC, NYSE and Nasdaq embedding tokenization into core infrastructure, and what we think it misses, including the stablecoin-treasury flywheel, the pressure native issuers like Ondo and Superstate are putting on incumbents, Ireland and Luxembourg's combined funds industry as an underrated jurisdictional play, and why 24/7 markets are really built for AI agents, not retail traders.Read the full report, "Tokenization 2030: Wall Street Onchain," Citi Institute, June 2026: https://www.citigroup.com/global/insights/tokenization-2030Castle DAO, the Solana builder residency at Slane Castle: https://tally.so/r/ODJv1kFollow Alejandro on X and LinkedIn: https://x.com/A_gutierrohttps://www.linkedin.com/in/alejandro-gutierrez-98979b43/Follow Superteam Ireland on X: https://x.com/SuperteamIEhttps://www.linkedin.com/company/superteam-ireland/CHAPTERS00:00 Cold open — for the agents00:37 Introduction01:18 Citi's stated case: three drivers behind $5.5 trillion02:19 Is public equities at $3.6 trillion an aggressive number?03:25 Public permissionless vs. private permissioned chains04:30 The flywheel Citi missed: stablecoins, treasuries and collateral06:28 24/7 isn't for retail — it's for the agents08:50 Ondo, Superstate and the pressure on incumbents10:53 Ireland, Luxembourg and the €12.5 trillion opportunity12:02 The wrapper problem: tokenized funds without tokenized holdings12:41 Castle DAO at Slane CastleMoneyNeverSleeps — sharp riffs, big ideas, and real insights from smart people, in under 15 minutes. Hosted by early-stage investor Pete Townsend, GP at Norio Ventures, sitting at the intersection of crypto, fintech, AI and onchain finance.Website: moneyneversleeps.ieLinkedIn: https://www.linkedin.com/in/petetownsendnv/X/Twitter: https://x.com/PeteTownsendNVInstagram: https://www.instagram.com/petetownsend353/Email: info@norioventures.com

A relief rally followed the US-Iran preliminary peace deal, as “the agreement provides a clear relief for global energy markets”, says Dr. Jacky Tang, the Private Bank's CIO for emerging markets – though he notes that any stumbles in the peace process “could quickly reverse the recent decline in oil prices and also bring volatility back in the global markets.”Meanwhile, the first Federal Reserve policy decision under Chairman Kevin Warsh revealed a more hawkish position in light of recent inflation concerns. “While the Fed continues to signal a gradual easing path further out, I think the expected timing and the pace of the cut will be delayed to the first quarter of next year”, Jacky says.In light of this, an important item on this week's data calendar will be the Fed's preferred inflation gauge, though Jacky says he will also be keeping an eye on measures of business activity in the US and Europe.For more investing insights, please visit wealth.db.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2026 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

The government export-controlled Anthropic's best model. Kain, Luca, and Taylor debate whether Dario talked his way into it and what the shutdown means for every AI lab. ======================================================== Thank you to our sponsors! ⁠⁠Multichain Advisors⁠⁠: Get help navigating TGEs, go‑to‑market, BD and partnerships, capital markets advisory, PR, media placements, KOL activations and more at https://multichainadv.com. ======================================================== A reported jailbreak of Anthropic's most powerful model, Fable, triggered US government export controls, and the Uneasy Money hosts argue Dario Amodei's response on the call with the administration made it inevitable. Kain, Taylor, and Luca dig into what Dario got wrong, why a company about to go public had no one in Washington who could speak the government's language, and what it means that the shutdown drew no public backlash. Porter Stowell, CEO of W3.io and a Coinbase alum, joins for the first half with his read on the exchange's big announcement day: agentic payments on Base, tokenized stocks, and a ground-up trading rebuild. Midway through, Luca drops something unannounced: Igloo has built a financial instrument to list crypto tokens directly on the NYSE as securities, with protocol revenue flowing back to holders. The episode closes on Strategy, and why Kain thinks selling 32 Bitcoin, then buying back 1,587 two weeks later, exposes the structural risk of a belief-based asset with one dominant buyer. Hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kain Warwick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Founder of Infinex and Synthetix ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Taylor Monahan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Security Expert ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Luca Netz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, CEO of Pudgy Penguins Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Porter Stowell - CEO of W3.io Timestamps

CoinDesk hosts Rebecca Rettig and Renato Mariotti open on the record-breaking SpaceX IPO, then turn to Terry Duffy's exit from CME and the exchange's threatened lawsuit against the CFTC over whether perpetuals are swaps or futures. Their guest is Dan Berkovitz, former Commissioner of the CFTC and former General Counsel of the SEC, now at Millennium Management, who brings a rare both-agencies vantage point to the push for SEC–CFTC harmonization, the swaps-versus-futures fight over perps, and the "economic purpose" test he argues sports-betting prediction markets cannot meet. - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://www.youtube.com/watch?v=75LrBmSScvY&list=PLZWrc_gWChqnim-9ZbIKZTOrPA7IgFKVR&pp=sAgC - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: https://policy-regulation.coindesk.com/. - Timecodes: 00:00 The Role of CFTC 00:25 Welcome to The Policy Protocol 00:44 The Record SpaceX IPO and Retail Demand 01:41 Synthetic SpaceX Perps on Hyperliquid 03:40 Terry Duffy Exits CME and Sues the CFTC 06:07 Dan Berkovitz Joins the Show 06:44 Can the SEC and CFTC Harmonize? 08:29 Are Perpetuals Swaps or Futures? 09:11 Prediction Markets and the 'Economic Purpose' Test 11:07 The ErisX Sports Betting Precedent 13:07 The Hurricane Hedging Counterargument 15:02 Why Crypto Couldn't 'Come In and Register' Before 17:28 Gary Gensler Is Back 20:27 Person of the Week: Jamie McDonald

Arthur Hayes on his HYPE position, AI bubble, and the new Fed Chair. On today's Markets Outlook, BitMEX Co-Founder and Maelstrom CIO Arthur Hayes tells CoinDesk's Jennifer Sanasie why all roads still lead to money printing, how long the AI bubble has left, and why he has zero regrets about publicly selling his HYPE position. Plus, his reaction to Michael Saylor's Bitcoin stress test. - Timecodes: 00:00 - Arthur Hayes Joins Markets Outlook 01:30 - Arthur's Reaction to Michael Saylor News and Strategy Business Model 02:59 - When Does the AI Bubble Burst? 03:56 - New Fed Chair Warsh's Task Forces & What It Really Means 06:58 - Uniswap & Standard Chartered's $100 Price Target 08:06 - Responding to the HYPE Selloff Drama 09:24 - HYPE vs. SOL: Which Wins? - For more commentary from Arthur Hayes: IG - https://www.instagram.com/cryptohayes/ LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/ Substack - https://cryptohayes.substack.com/ Web: https://www.cryptohayes.com X - https://x.com/cryptohayes - Maelstrom Fund: LinkedIn: https://www.linkedin.com/company/maelstromfund  Web - https://www.maelstrom.fund  X - https://x.com/maelstromfund  - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/75LrBmSScvY - To get marketing moving news delivered daily, download CoinDesk's mobile app: https://linktr.ee/coindeskapp. - This episode was hosted by Jennifer Sanasie.

Arthur Hayes on his HYPE position, AI bubble, and the new Fed Chair. On today's Markets Outlook, BitMEX Co-Founder and Maelstrom CIO Arthur Hayes tells CoinDesk's Jennifer Sanasie why all roads still lead to money printing, how long the AI bubble has left, and why he has zero regrets about publicly selling his HYPE position. Plus, his reaction to Michael Saylor's Bitcoin stress test. - Timecodes: 00:00 - Arthur Hayes Joins Markets Outlook 01:30 - Arthur's Reaction to Michael Saylor News and Strategy Business Model 02:59 - When Does the AI Bubble Burst? 03:56 - New Fed Chair Warsh's Task Forces & What It Really Means 06:58 - Uniswap & Standard Chartered's $100 Price Target 08:06 - Responding to the HYPE Selloff Drama 09:24 - HYPE vs. SOL: Which Wins? - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/75LrBmSScvY - To get marketing moving news delivered daily, download CoinDesk's mobile app: https://linktr.ee/coindeskapp. - This episode was hosted by Jennifer Sanasie.

After nearly four months of fighting, the U.S. and Iran agreed to a framework. Markets reacted: oil fell, equities hit record highs, and Treasury yields and inflation expectations eased. We break down the impact across markets and what it means for the Fed going forward. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

In this packed episode of the Battleground America podcast, the host targets the biggest stories shaping the nation. First, we dive into a striking new Harvard Harris poll showing that 71% of Democrat voters now back deporting criminal illegal immigrants, proving a major base revolt over border safety following the DHS shutdown backfired and handed a massive $70 billion enforcement victory to Republicans. Next, we break down the high-stakes political theater surrounding the SAVE Act after Mitch McConnell and a handful of Republicans blocked it, while exposing why a clean version of the election integrity bill still has a real fighting chance. We celebrate a historic financial milestone as Elon Musk reaches paper trillionaire status after listing SpaceX on the NYSE, creating thousands of working-class millionaires while completely outmaneuvering the Left's targeted legal onslaught. Finally, the host recounts a close call at Greenville's Haywood Mall, demanding a heavy crackdown on local crime and a surge in visible security after a terrifying shootout involving a 17-year-old suspect. Battleground America Podcast, Harvard Harris Poll, Voter Realignment, SAVE Act Senate Vote, Mitch McConnell Hospitalization, Elon Musk Trillionaire, SpaceX NYSE IPO, Haywood Mall Shooting, Greenville Crime Crackdown, Border Security Fundin

June 14, 2026, 8 AM; The organizers aimed to represent a modern redefinition of the traditional presidential library with campaign memorabilia and artifacts on display, while also making room for public spaces like a new library, basketball court, gardens, a huge playbround and picnic area. As the New York Times points out, "It is a trip to a parallel universe, one suffused in earnest talk of hope and change, not dark warnings about American carnage, One marching toward a multiracial, progressive future rather than dismantling a suffocating woke tyranny." Valerie Jarrett, CEO of the Obama Foundation, and former Senior adviser to President Barack Obama joins The Weekend to discuss the opening of the Obama Presidential Center. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

(0:00) Chamath explains the Best Ideas format (2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts (13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy (27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology (40:20) Multicoin Capital's Kyle Samani pitches GEODNET (54:50) The Besties recap the pitches and announce winners Thanks to our partners for making this possible! EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value. https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Aaron: https://www.linkedin.com/in/aaron-cowen-0a44a450 Follow Dan: https://x.com/dreyfd https://www.linkedin.com/in/daniel-dreyfus-b65554209 Follow Oleg: https://www.linkedin.com/in/oleg-nodelman-375131 Follow Kyle: https://x.com/KyleSamani https://www.linkedin.com/in/kylesamani Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Ethan Hertzfeld, NYSE2. Hong Yi Chen, CFA, Portfolio Manager, Tema ETFs3. Nick Lumpp, Founder, President, RCN Wealth AdvisorsWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

EPISODE DESCRIPTION I sat down with Mamadou Kwidjim Toure, co-founder of U-Tribe and GIFT (Gold International Fungible Token), to explore one of the most ambitious real-world asset projects I've come across. Mamadou spent decades in banking and early-stage investing across Africa , including in the first GSM projects and mobile payments before M-Pesa , and he turned that experience into a mission: giving anyone on earth access to physical, one-to-one backed gold from as little as 15 cents. We talk about why central banks are quietly buying more physical gold than at any point in the past 40 years, why the gold ETF market is dangerously over-encumbered, and how GIFT's MiCA-regulated token could become the financial safety net for 2.5 billion people across 35 countries. Mamadou also walks me through their quantum-enhanced wallet, their Ubuntu Academy for financial and digital literacy, and their upcoming STO launching in July. This one is packed with insight on the real shift happening in global finance right now. DISCLAIMERNothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend. Be a guest on the podcast or contact us - https://www.web3pod.xyz/ CONNECT U-Tribe / GIFT: https://utribe.one/Twitter/X: https://x.com/UtribeOneWeb3 with Sam Kamani Podcast: https://www.web3pod.xyz/ KEY POINTS WITH TIMESTAMPS • [00:01] Sam introduces Mamadou and the GIFT tokenized gold project, noting the recent MiCA license in Europe• [01:36] Mamadou shares his background: 20+ years in African banking and tech investment, including early GSM and mobile payments before M-Pesa• [03:46] The origin of GIFT , one milligram of gold accessible from 15 cents on any mobile phone, backed one-to-one by physical gold• [05:06] The global financial shift: why the world is moving back toward asset-backed monetary systems and away from dollar dominance• [06:48] Central banks bought over 1,300 tons of gold last year and more physical gold in the past decade than the previous 40 years• [07:16] Why the gold ETF market is 10–15x over-encumbered and what that means for ordinary investors• [09:53] How blockchain solves the collateral problem for financial inclusion , instant loans from as little as 10 cents of gold• [10:42] GIFT holds a MiCA license in Europe and is upgrading to asset reference token status, with 30+ countries and 2.5 billion people in reach within five months• [13:05] Physical gold is stored in vaults in Zurich, Stuttgart, Copenhagen, Dubai, and Singapore, insured by Lloyds of London and audited on-chain• [16:30] The quantum-enhanced wallet , one of only four or five in the world , is live on Google Play Store and coming to App Store• [17:43] Ubuntu Academy inside the wallet: financial literacy, digital literacy, vocational training, and ethical leadership powered by a personalised AI tutor• [19:29] 10% of transaction fees go toward education and healthcare, including in the mining communities where the gold is extracted• [23:39] How Mamadou explains RWAs to newcomers: a digital title deed, like a certificate of ownership , no crypto jargon needed• [26:48] How to onboard: download the app on Google Play or visit utribe.gift.app, complete KYC, and pay via card, wire, mobile money, or voucher• [28:00] Key Web3 infrastructure shifts: NYSE moving $87 trillion of assets on-chain, DTCC moving on-chain, 130+ nations working on CBDCs• [30:55] Long-term vision: launching SIFT (Silver International Fungible Token), becoming a tokenization-as-a-service infrastructure provider• [33:20] Upcoming July STO (Security Token Offering) and tokenized convertible bond to finance gold extraction and fuel growth

Tony Scapone didn't just win NYSE.He predicted he would.Fresh off taking home the Black Lotus at NYSE, Tony joins the show to break down his Jewel Shops list, the evolution of the archetype, key card choices, and how he navigated one of the most competitive Vintage tournaments of the year. In this episode we discuss:• How Jewel Shops actually works• Why Tony believes this build is better than stock Jewel lists• The role of Paradox Engine, Transmute Artifact, and Metamorph• Matchups against Doomsday, Initiative, BUG, and Shops• His Top 8 path through NYSE• Why open decklists improve competitive Magic• What it's like competing for a Black Lotus Tony also shares stories from the event, explains several key plays from the tournament, and discusses what's next after one of the biggest wins of his Magic career. Have you played against Jewel Shops? Do you think it's the best deck in Vintage right now?#MTGVintage #VintageMTG #MagicTheGathering #NYSE #BlackLotus

This month, Mo and Jack host a live show on the SpaceX IPO, featuring investors and analysts breaking down the company's valuation, business lines, and long-term growth story: Howard Morgan (B Capital) Shaun Maguire (Sequoia Capital) Liz Stein (USIT) Dan Ives (Wedbush Securities) We discuss SpaceX's IPO valuation, Starship's progress, Starlink and Direct-to-Cell, orbital data centers, AI infrastructure, launch competition, public market appetite, and what it will take for SpaceX to grow into one of the most important companies in the world.   • About us • Arkaea Media is building the definitive media, events, and intelligence platform for the future of the defense industrial base. We deliver high-quality journalism and actionable insights that shape the business, policy, and investment decisions underpinning technically complex and highly regulated industries that influence global security. Our portfolio of publications includes Payload, Tectonic, and Ignition. • Payload: www.payloadspace.com • Tectonic: www.tectonicdefense.com • Ignition: www.ignition-news.com • Decoding Bio: www.decodingbio.com

In this episode, we unpack the forces keeping rates elevated, from stubborn inflation and strong labor markets to rising debt, and what it means for the Fed’s next move. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

Peter Tuchman has spent more than 41 years on the floor of the New York Stock Exchange. Today, the Einstein of Wall Street is a true Wall Street star, with 1.2 million followers on Instagram. But what has changed? "Technology caused the real change. There used to be 7,000 people on the floor. Once we got the first computer, there was no longer a need for so many people. But we are still the last human-based marketplace," says Peter Tuchman. All details about the stock market rollercoaster in the interview with Inside Wirtschaft's Manuel Koch from the New York Stock Exchange on Wall Street and on https://inside-wirtschaft.de

The bug that tanked ZEC with Josh Swihart. On today's Markets Outlook, ZODL CEO Josh Swihart joins CoinDesk's Jennifer Sanasie to break down the Zcash vulnerability discovered with the help of AI, including how it was found, fixed, and what it means for the protocol's future. Plus, he weighs in on privacy coins vs. government pushback, formal verification as the new security standard, and why Zcash is more battle-hardened than ever. - Timecodes: 00:00 - Zcash Bug Found by AI After Four Years 03:26 - What Went Through Josh's Mind When He Found Out 04:47 - Could the Bug Have Been Exploited? 05:47 - How the Bug Helps the Zcash Ecosystem 07:27 - Zcash vs. Other Privacy Protocols 09:54 - Will Governments Push Back on Privacy Coins? 11:45 - Formal Verification and Finding Future Vulnerabilities 14:08 - What Other Protocols Can Learn from This - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/zn3D_adn6nI - Register now for CoinDesk's Policy and Regulation event on September 24, 2026: ⁠https://policy-regulation.coindesk.com/⁠. - This episode was hosted by Jennifer Sanasie.

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the WAWD Substack here: https://whatarewedoingonthedesk.substack.com/ Danny Moses is joined by Dan Nathan to break down a market that sold off on good news — strong jobs data, sticky inflation, and a Fed whose hands look increasingly tied heading into the CPI print. The guys dig into why the AI and data-center build has become the entire economy, and what a rotation out of those names would actually mean for growth. From there: Kevin Warsh's first meeting as Fed chair and how Danny is playing the odds of a dissenting vote, the long-awaited SpaceX IPO and the fine print behind it — index-inclusion mechanics, the timing of the Anthropic and Google compute deals, the 90-day exit clauses, and the question of who's left to buy once endowments and retail are already in. They close on two vice trades worth watching: Trulieve's move to the NYSE as cannabis quietly notches its biggest win in years, and how prediction markets like Kalshi are reshaping the data-provider landscape under DraftKings, FanDuel, and Flutter. --ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

The bug that tanked ZEC with Josh Swihart. On today's Markets Outlook, ZODL CEO Josh Swihart joins CoinDesk's Jennifer Sanasie to break down the Zcash vulnerability discovered with the help of AI, including how it was found, fixed, and what it means for the protocol's future. Plus, he weighs in on privacy coins vs. government pushback, formal verification as the new security standard, and why Zcash is more battle-hardened than ever. - Timecodes: 00:00 - Zcash Bug Found by AI After Four Years 03:26 - What Went Through Josh's Mind When He Found Out 04:47 - Could the Bug Have Been Exploited? 05:47 - How the Bug Helps the Zcash Ecosystem 07:27 - Zcash vs. Other Privacy Protocols 09:54 - Will Governments Push Back on Privacy Coins? 11:45 - Formal Verification and Finding Future Vulnerabilities 14:08 - What Other Protocols Can Learn from This - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/zn3D_adn6nI - Register now for CoinDesk's Policy and Regulation event on September 24, 2026: ⁠https://policy-regulation.coindesk.com/⁠. - This episode was hosted by Jennifer Sanasie.

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis (19:10) How to invest in the commodity supercycle Follow Dan: https://x.com/dreyfd Thanks to our partners for making this possible! EY - Liquidity, growth, and what's next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value. https://www.ey.com/en_us/services/strategy-transactions/liquidity-working-capital-advisory?WT.mc_id=3501316&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

(0:00) PA Senators Fetterman and McCormick join the Besties (0:33) Bipartisanship in 2026, rejecting extremism (6:37) All-time unpopularity in the Senate, the filibuster question, tribalism (13:33) Fixing wealth concentration in the US (19:51) Graham Platner, why extremism wins primaries, and what it means for the future (28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation (41:05) Insane level of money in politics, fixing the broken system Follow Senator Fetterman: https://x.com/SenFettermanPA Follow Senator McCormick: https://x.com/SenMcCormickPA Thanks to our partners for making this possible! EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value. https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today!Checkout the WAWD Substack here: https://whatarewedoingonthedesk.substack.com/Danny Moses is joined by Dan Nathan to break down a market that sold off on good news — strong jobs data, sticky inflation, and a Fed whose hands look increasingly tied heading into the CPI print. The guys dig into why the AI and data-center build has become the entire economy, and what a rotation out of those names would actually mean for growth.From there: Kevin Warsh's first meeting as Fed chair and how Danny is playing the odds of a dissenting vote, the long-awaited SpaceX IPO and the fine print behind it — index-inclusion mechanics, the timing of the Anthropic and Google compute deals, the 90-day exit clauses, and the question of who's left to buy once endowments and retail are already in. They close on two vice trades worth watching: Trulieve's move to the NYSE as cannabis quietly notches its biggest win in years, and how prediction markets like Kalshi are reshaping the data-provider landscape under DraftKings, FanDuel, and Flutter.Timecodes0:00 - Macro Picture5:00 - Fed Speak9:10 - SpaceX IPO14:15 - Vice Stocks--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.

On this impromptu live episode of The Cole Memo, Cole discusses reports that Trulieve is set to become the first U.S. cannabis company listed on the New York Stock Exchange, what that development could mean for the industry, and why other major operators appear to be preparing for similar moves. Cole also shares updates on an upcoming article examining the continued criminalization of cannabis in Illinois and teases new reporting that may be of particular interest to home growers. The episode also marks the return of Cole's homegrow journey, complete with a live grow cam, plans for a new grow journal, and an invitation for listeners to follow along throughout the season. Plus, updates on supporter contributions, ongoing payment processor issues, and a brief programming note regarding The Cole Memo's upcoming schedule. Watch video version and read full show notes here: https://thecolememo.com/2026/06/10/e291/

(0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC funds beat big ones on average (14:36) OpenAI's valuation problem and the AI price war (19:09) AI's "Atari Stage": what comes next? (25:23) VC's broken incentives and the future of deep tech Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Tony Scapone didn't just win NYSE.He predicted he would.Fresh off taking home the Black Lotus at NYSE, Tony joins the show to break down his Jewel Shops list, the evolution of the archetype, key card choices, and how he navigated one of the most competitive Vintage tournaments of the year. In this episode we discuss:• How Jewel Shops actually works• Why Tony believes this build is better than stock Jewel lists• The role of Paradox Engine, Transmute Artifact, and Metamorph• Matchups against Doomsday, Initiative, BUG, and Shops• His Top 8 path through NYSE• Why open decklists improve competitive Magic• What it's like competing for a Black Lotus Tony also shares stories from the event, explains several key plays from the tournament, and discusses what's next after one of the biggest wins of his Magic career. Have you played against Jewel Shops? Do you think it's the best deck in Vintage right now?#MTGVintage #VintageMTG #MagicTheGathering #NYSE #BlackLotus

Interview with Frederick H. Earnest, President & CEO of Vista GoldOur previous interview: https://www.cruxinvestor.com/posts/vista-gold-nysevgz-undervalued-investment-series-with-frederick-h-earnest-9735Recording date: 4th June 2026Vista Gold is advancing its Mt Todd gold project in Australia's Northern Territory through a disciplined three-pillar strategy focused on permitting, people, and engineering, as it moves toward a definitive investment decision. The project, one of the largest undeveloped gold assets in the country, holds 5 million ounces in reserves and 10 million ounces in total resources. Recent efforts have centered on resizing operations from 50,000 to 15,000 tons per day to improve capital efficiency, prompting modifications to existing permits rather than entirely new approvals.Permitting remains the most time-sensitive component. Key steps include updates to mining and operating permits, engagement with Aboriginal stakeholders, and preparation for federal environmental approval under the EPBC Act. The application is expected in late 2026, with a decision timeline of six to nine months.At the same time, Vista Gold is strengthening its leadership team, hiring senior executives across technical, approvals, and external relations functions. The company is also recruiting an Australia-based Managing Director to oversee local development and support financing efforts, including a potential listing on the Australian Securities Exchange.Engineering optimization is a major value driver. Metallurgical testing aims to refine processing efficiency, while a geotechnical study on the Batman Pit could significantly reduce waste movement. If successful, this adjustment may lower mining costs by up to $200 million or unlock additional gold reserves.Project economics are highly sensitive to gold prices. At $3,300 per ounce, Mt Todd carries a net present value of $2.2 billion and an internal rate of return near 45%. With gold trading above $4,500, the project's upside is substantially greater. Despite this, Vista Gold's market valuation remains well below its estimated asset value, positioning the project as a leveraged play on strong gold market conditions.View Vista Gold's company profile: https://www.cruxinvestor.com/companies/vista-gold-corporationSign up for Crux Investor: https://cruxinvestor.com

The World Cup kicks off Thursday — so which stocks actually win? Simon Brown ran a data-driven hunt and the answer is counter-intuitive: skip the obvious bets. His own scrape of stadium-adjacent hotels found accommodation available everywhere, with 84 of 104 games unsold, so hoteliers have no pricing power and the retail uplift is marginal. The real edge sits with the kit makers — Adidas and Nike both screen cheap against analyst targets — and the betting operators, Sun International and NYSE-listed Super Group. He also looks at JSE newcomer Canal+ and the free-streaming threat from SABC Plus. Plus: three mega IPOs landing at once (SpaceX, Anthropic, OpenAI) and the $160bn funding crunch behind Micron's 16% drop, and a bleak read on the PGM miners. Topics: World Cup stocks, Adidas, Nike, Canal+, Sun International, Super Group, SpaceX, Anthropic, OpenAI, PGMs. WorldWideMarkets is part of JustOneLap.com.

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&A playbook and the path to $1 trillion Thanks to our partners for making this possible! EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design. https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Nikesh: https://x.com/nikesharora Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all our investing content? Join at 7investing.com/subscribe Salesforce (NYSE:CRM) just reported $11 billion in Q1 fiscal 2027 revenue, and the stock is still trading at less than 13x free cash flow, a valuation that Salesforce itself apparently finds too cheap. The company borrowed $25 billion in a single quarter to execute an accelerated share repurchase, reducing its diluted share count by 10% in 90 days as part of a $50 billion buyback authorization. Simon Erickson breaks down why this is one of the most aggressive and under-appreciated capital return stories in enterprise software right now.Beyond the buyback, the real growth engine is Agentforce, Salesforce's AI agentic platform, which is tripling year over year and now generating $3.4 billion in annual recurring revenue combined with its Data 360 customer record platform. With 1.6 billion agentic work unit interactions already logged and a $67 billion remaining performance obligation backlog, Salesforce is positioning itself as the largest and most embedded AI enterprise software platform in the world, one that has spent two decades accumulating the customer data that AI agents actually need to work properly.Simon argues Salesforce has successfully navigated the transition that's destroyed many SaaS peers: moving from per-seat licensing to usage-based AI credits, internalizing AI to reallocate 4,000 customer service jobs into revenue-generating roles, and growing its AI revenue at 200% year over year. With a long-term target of $63 billion in fiscal 2030 revenue (already raised from $60B), a growing dividend, and a management team putting real capital behind the buyback, this is a very different company than the hyper-growth Salesforce of a decade ago, and possibly a more reliable one for long-term investors.0:00 - Introduction and Overview of Salesforce's business1:13 - Review of Q1 2027 results4:36 - A closer look at the Agentforce AI platform6:48 - Why Salesforce is an "Underappreciated Winner in the AI Software World"7:55 - Investor Day Commitments for Fiscal 20309:48 - Why Salesforce's Accelerated Repurchase Plan is important11:06 - Review of Salesforce as an investment opportunity12:20 - Q&A and audience questionsStocks MentionedSalesforce (NYSE:CRM)Palantir Technologies (NASDAQ:PLTR)Oracle (NYSE:ORCL)Informatica (NYSE:INFA) — acquired by Salesforce#Salesforce #CRM #AIAgents #EnterpriseAI #SaaSStocks #TechStocks #ShareBuyback #StockAnalysis #Q1Earnings #GrowthStocks #StocksToWatch #InvestingIn2026 #7investing #Simonerickson

CJ Gustafson sits down with Marten Abrahamsen, CFO of Vercel, at the NYSE to talk about running finance inside a hypergrowth AI company. They cover AI use cases in finance, rev rec, forecasting, KPI dashboards, PLG, consumption pricing, and Marten's “speeding tickets vs. parking tickets” framework for moving fast without losing control.—SPONSORS:Brex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartupsSpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cj—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/martenabrahamsen/Company: http://vercel.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Speeding tickets vs. parking tickets3:21 Visa IPO in the financial crisis5:09 Going public has changed6:45 Private market: 22–24 trillion9:03 More or fewer public companies?9:48 Sponsors — Brex | Aleph | RightRev13:04 KPI dashboard on your phone14:12 Revenue flux via Slack and Notion15:37 RevRec tool: green, yellow, red17:56 V0 is a job requirement19:43 Speeding tickets vs. parking tickets20:33 Sponsors — Rillet | EY | SpendHound23:49 Very few one-way doors25:02 Finance in hypergrowth25:39 Three-scenario planning27:00 Honest with the board31:00 PLG + consumption at Vercel33:32 What Marten checks every morning34:03 Why RPO doesn't work here35:36 Holiday usage is up37:10 ICP shifted to solo developer39:22 Capital allocation in a fast market41:32 Growth compounds; margin can't43:22 SaaS gross margins: spicy take44:24 Cash-burning AI: 2026 vs. 202147:29 Are some hypergrowth cos destroying value?50:00 Lightning round50:11 Bank of Ireland mix-up51:10 Don't punt problems forward52:04 Finance software stack52:38 Expensed an oven53:12 Credits

Die New York Stock Exchange ist das Finanzherz der Welt an der weltberühmten Wall Street. Aufs Parkett kommt aber kaum einer und hinter die Kulissen kann fast niemand schauen. Inside Wirtschaft-Chefredakteur Manuel Koch - der 2011 bis 2014 täglich live fürs deutsche Fernsehen vom Parkett der NYSE berichtet hat - nimmt euch mit. Alle Details im Video und mehr Infos auch auf https://inside-wirtschaft.de

(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access (13:28) Secondary Markets as Exit Liquidity for VCs (27:00) The Private Market Bubble? (32:03) Hottest Secondary Companies Right Now Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Brad: https://x.com/altcap Follow Gavin: https://x.com/GavinSBaker Follow Kelly: https://www.linkedin.com/in/kelly-rodriques-9b49418 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Send us Fan MailTrump Signals Support for Full-Spectrum CBD as Dispensary Operators Share Compliance, Illinois Law Changes, and Market UpdatesHosts of Cannabis Legalization News announce a new operator-focused segment and newsletter, discuss a White House push to keep hemp CBD legal via a narrow mention of “full-spectrum CBD,” and debate how rescheduling could affect hemp and finished cannabinoid products. They tour their newly opened Pekin, Illinois dispensary with general managers Sean and Brittany, covering people-first management, education, Dutchie systems, payroll, menu updates, and compliance. The hosts describe Illinois legislative changes pending the governor's signature, including a hemp regulatory scheme, delayed hemp provisions, immediate dispensary changes that may remove mandatory on-site licensed security costs, and potential hybrid medical sales. They also review stories on blocking medical cannabis in federal workers' comp, Louisiana exiting a rescheduling lawsuit, Alabama's first medical store after delays, Tennessee restricting hemp THC products, Kentucky expanding medical conditions, Trulieve's NYSE uplisting path, Connecticut psychedelics efforts, and travel warnings about cannabis in Mexico, while promoting sponsorships and their Freedom Grow round-up donations.00:00 Trump to Congress_ SAVE THE CBD_ Illinois Doubles Possession00:22 Intro & Lead Story: Trump Pushes Full Spectrum CBD04:44 Behind the Counter: Meet the Dispensary GMs11:10 Illinois Doubles Possession Limits: Wedding Gift16:53 Congressional Block on Medical Marijuana Workers Comp18:22 Louisiana Drops Rescheduling Lawsuit21:56 Alabama Opens First Medical Dispensary After Years of Delay28:44 Name That Strain: Billy Ocean Edition31:07 Tennessee Bans Hemp THC Products36:30 Kentucky Expands Medical Cannabis Conditions39:05 Trulieve Eyes NYSE UplistingSupport the showGet our newsletter: https://bit.ly/3VEn9vu

(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business breakdown, AI's impact on the silicon market (24:45) How Founder/CEOs think about liquidity on the road to going public Thanks to our partners for making this possible! EY - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what's next. https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Brad Gerstner: https://x.com/altcap Follow Andrew Feldman: https://x.com/andrewdfeldman Follow Will Marshall: https://x.com/Will4Planet Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

(0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil (8:47) Strategy shift: Event-driven to quality and AI (16:01) The art of short selling and a homebuilder trade (22:15) Criminal justice reform and the Ross Ulbricht pardon Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Dan Loeb: https://x.com/DanielSLoeb1 Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

In this episode, we explore why inflation remains difficult to interpret - and how that uncertainty is shaping the Fed’s path, reinforcing higher-for-longer rate risks. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

(0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for SpaceX: Compounding launch monopoly and Starlink (10:38) The 10x Paradox: Why we're seeing unprecedented scaling (15:33) Segmenting AI markets and future impact (18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

Market convictions with Helius' Mert Mumtaz. On today's Markets Outlook, Helius CEO Mert Mumtaz tells CoinDesk's Jennifer Sanasie why he's tuning out the noise and staying convicted on Zcash, Solana, BTC and Hyperliquid. Plus, he weighs in on the Arthur Hayes drama, the Clarity Act, and why Bitcoin's transparency is actually a long-term vulnerability. - Timecodes: 00:00 - Institutional Capital Rotating into AI IPOs 01:53 - Met's 'Shield and Chill' Strategy 04:29 - Responding to Arthur Hayes Selling HYPE and NEAR positions 08:44 - Mert's Zcash Thesis 13:00 - Solana as the "Silicon Valley of Finance" 15:43 - Hyperliquid Thesis - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/Nlp1QLZx0r0 - Register now for CoinDesk's Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/. - This episode was hosted by Jennifer Sanasie.

Broadcom and CrowdStrike falling after results, are cracks starting to form in the tech trade? Then Bitcoin hitting lows not seen since February. Bullish CEO Tom Farley, the former president of the NYSE, discusses the move and why he says it's so important to pass legislation in Washington. Plus, one Wall Street analyst with a warning about SpaceX's market debut, cautioning against buying the stock on day one. He joins the show to explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market convictions with Helius' Mert Mumtaz. On today's Markets Outlook, Helius CEO Mert Mumtaz tells CoinDesk's Jennifer Sanasie why he's tuning out the noise and staying convicted on Zcash, Solana, BTC and Hyperliquid. Plus, he weighs in on the Arthur Hayes drama, the Clarity Act, and why Bitcoin's transparency is actually a long-term vulnerability. - Timecodes: 00:00 - Institutional Capital Rotating into AI IPOs 01:53 - Met's 'Shield and Chill' Strategy 04:29 - Responding to Arthur Hayes Selling HYPE and NEAR positions 08:44 - Mert's Zcash Thesis 13:00 - Solana as the "Silicon Valley of Finance" 15:43 - Hyperliquid Thesis - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/Nlp1QLZx0r0 - Register now for CoinDesk's Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/. - This episode was hosted by Jennifer Sanasie.

(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Bill Ackman: https://x.com/BillAckman Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

Companies are staying private longer. Retail investors have more access than ever. And when companies like SpaceX or OpenAI eventually go public, they could become major tests for how today's IPO market actually works. In this episode of The Important Part, Liz Thomas sits down with Tom Farley, CEO of Bullish and former president of the New York Stock Exchange. Farley watched roughly 600 companies go public during his time at the NYSE, including Alibaba, Snap and Spotify. But when he took Bullish public himself, he says he saw the process from an entirely different angle. Liz and Tom discuss why the IPO market has changed, what retail investors are bringing to the table, and why some companies may still see public markets as a source of credibility, liquidity and long-term opportunity. They also get into blockchain, tokenized securities, and whether the plumbing of modern finance could look very different in the years ahead. Subscribe to The Important Part for smarter conversations about markets, investing and the forces shaping your financial future. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Sarah Friar: ⁠https://x.com/thefriley⁠ Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

ICE CEO says Hyperliquid is "bigger than NASDAQ" by daily volume. ICE CEO Jeffrey Sprecher said Hyperliquid is "bigger than NASDAQ" by daily volume, and disclosed his team has met its founders multiple times. The DeFi platform controls over 70% of the decentralized perp market and has been trading oil futures on weekends when traditional exchanges are closed. CoinDesk's Sam Ewen hosts "CoinDesk Daily." - This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.