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A centrist Democratic group is spending six figures to brand the CLARITY Act as "Trump's crypto grifto." Jamie Dimon is on the same side. David walks through what's actually happening and why crypto might need a Plan B. Plus: the SpaceX pre-IPO perp that flash crashed 45% on Hyperliquid, and Cardano canceling its annual conference. Enjoy! TIMESTAMPS: (00:00) Intro (01:10) Anti-CLARITY FUD (13:43) SpaceX Perps (16:58) Cardano FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
June 1, 2026Have you had your dose of The Daily MoJo today? Download our app HERE"The Pain Of BOOM! | The Daily MoJo Ep:060126"This episode of The Daily Mojo covers a range of critical topics, from space exploration setbacks with Blue Origin's New Glenn rocket to NASA's lunar ambitions. Discussions also delve into political commentary, privacy concerns surrounding FLOC cameras, and a debunking of the Great Wall of China's visibility from space. The program concludes with a look at current events and a unique "Stinky Fish Challenge."Phil Bell's Morning Update - The Inspirational Spencer Pratt: HERERon's The Way I See It: He's Just Like Trump: HEREOur affiliate partners:EMP Shield - Figuring out the odds of a devastating EMP attack on the United States is impossible, but as with any disaster, the chances are NOT ZERO, and could happen any day. This decade has proven that the weird and unexpected is right around the corner. Be prepared - protect your home, vehicle, even your generator - with EMP Shield. You'll save money and protect what's important at the same time!ProtectMyMoJo.com Be prepared! Not scared. Need some Ivermection? Some Hydroxychloroquine? Don't have a doctor who fancies your crazy ideas? We have good news - Dr. Stella Immanuel has teamed up with The Daily MoJo to keep you healthy and happy all year long! Not only can she provide you with those necessary prophylactics, but StellasMoJo.com has plenty of other things to keep you and your body in tip-top shape. Use Promo Code: DailyMoJo to save $$Take care of your body - it's the only one you'll get and it's your temple! We've partnered with Sugar Creek Goods to help you care for yourself in an all-natural way. And in this case, "all natural" doesn't mean it doesn't work! Save 15% on your order with promo code "DailyMojo" at SmellMyMoJo.comCBD is almost everywhere you look these days, so the answer isn't so much where can you get it, it's more about - where can you get the CBD products that actually work!? Certainly, NOT at the gas station! Patriots Relief says it all in the name, and you can save an incredible 40% with the promo code "DailyMojo" at GetMoJoCBD.com!Romika Designs is an awesome American small business that specializes in creating laser-engraved gifts and awards for you, your family, and your employees. Want something special for someone special? Find exactly what you want at MoJoLaserPros.com There have been a lot of imitators, but there's only OG – American Pride Roasters Coffee. It was first and remains the best roaster of fine coffee beans from around the world. You like coffee? You'll love American Pride – from the heart of the heartland – Des Moines, Iowa. AmericanPrideRoasters.com Find great deals on American-made products at MoJoMyPillow.com. Mike Lindell – a true patriot in our eyes – puts his money where his mouth (and products) is/are. Find tremendous deals at MoJoMyPillow.com – Promo Code: MoJo50 Life gets messy – sometimes really messy. Be ready for the next mess with survival food and tools from My Patriot Supply. A 25 year shelf life and fantastic variety are just the beginning of the long list of reasons to get your emergency rations at PrepareWithMoJo50.comStay ConnectedWATCH The Daily Mojo LIVE 7-9a CT: www.TheDailyMojo.com Rumble: HEREOr just LISTEN:The Daily MoJo ChannelBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-daily-mojo-with-brad-staggs--3085897/support.WATCH: TheDailyMoJO.comLISTEN: TDM RadioRUMBLE: HEREDownload the APP HERE.StellasMojo.comCODE: dailymojo - Save 5%GetMojoCBD.comCODE: dailymojo - Save 40%!
Explore everything from explosive technology for space to electric technology for the road. Leo, Molly, Gary, and Sam have deep discussions on Magnifica Humanitas takeaways, Wikipedia drama, Peter Thiel's mvoe to Argentina, and more! US Space Force confirms SpaceX will build sensor-to-shooter targeting network The most spectacular rocket explosion since N1 just happened in Florida What Pope Leo XIV's First Encyclical Says About the Power of AI Google's search overhaul has social media users baiting the 'AI Overview' to prove a point Apple to Overhaul iOS 27 Siri, AI Features: Here's a First Peek Someone wrote a fake EULA into Bitcoin. Two hours later, they revoked it. Wikipedia editor is threatening to go on strike Ferrari reveals its first EV, with design help from Jony Ive In Argentina, U.S. Tech Billionaire Peter Thiel Finds An Escape Robotaxis Are Spreading Across the U.S.—and So Is the Backlash Host: Leo Laporte Guests: Gary Rivlin, Sam Abuelsamid, and Molly White Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: mill.com/TWIT box.com/AI zscaler.com/security ZipRecruiter.com/twit doppel.com
Elon Musk's early friend and investor backed Musk in the early days of Tesla and SpaceX, turned a small bet into one of the most legendary outcomes in modern business history, and broke down risk, relied on intuition, and spotted world-changing talent early.
Explore everything from explosive technology for space to electric technology for the road. Leo, Molly, Gary, and Sam have deep discussions on Magnifica Humanitas takeaways, Wikipedia drama, Peter Thiel's mvoe to Argentina, and more! US Space Force confirms SpaceX will build sensor-to-shooter targeting network The most spectacular rocket explosion since N1 just happened in Florida What Pope Leo XIV's First Encyclical Says About the Power of AI Google's search overhaul has social media users baiting the 'AI Overview' to prove a point Apple to Overhaul iOS 27 Siri, AI Features: Here's a First Peek Someone wrote a fake EULA into Bitcoin. Two hours later, they revoked it. Wikipedia editor is threatening to go on strike Ferrari reveals its first EV, with design help from Jony Ive In Argentina, U.S. Tech Billionaire Peter Thiel Finds An Escape Robotaxis Are Spreading Across the U.S.—and So Is the Backlash Host: Leo Laporte Guests: Gary Rivlin, Sam Abuelsamid, and Molly White Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: mill.com/TWIT box.com/AI zscaler.com/security ZipRecruiter.com/twit doppel.com
Explore everything from explosive technology for space to electric technology for the road. Leo, Molly, Gary, and Sam have deep discussions on Magnifica Humanitas takeaways, Wikipedia drama, Peter Thiel's mvoe to Argentina, and more! US Space Force confirms SpaceX will build sensor-to-shooter targeting network The most spectacular rocket explosion since N1 just happened in Florida What Pope Leo XIV's First Encyclical Says About the Power of AI Google's search overhaul has social media users baiting the 'AI Overview' to prove a point Apple to Overhaul iOS 27 Siri, AI Features: Here's a First Peek Someone wrote a fake EULA into Bitcoin. Two hours later, they revoked it. Wikipedia editor is threatening to go on strike Ferrari reveals its first EV, with design help from Jony Ive In Argentina, U.S. Tech Billionaire Peter Thiel Finds An Escape Robotaxis Are Spreading Across the U.S.—and So Is the Backlash Host: Leo Laporte Guests: Gary Rivlin, Sam Abuelsamid, and Molly White Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: mill.com/TWIT box.com/AI zscaler.com/security ZipRecruiter.com/twit doppel.com
Explore everything from explosive technology for space to electric technology for the road. Leo, Molly, Gary, and Sam have deep discussions on Magnifica Humanitas takeaways, Wikipedia drama, Peter Thiel's mvoe to Argentina, and more! US Space Force confirms SpaceX will build sensor-to-shooter targeting network The most spectacular rocket explosion since N1 just happened in Florida What Pope Leo XIV's First Encyclical Says About the Power of AI Google's search overhaul has social media users baiting the 'AI Overview' to prove a point Apple to Overhaul iOS 27 Siri, AI Features: Here's a First Peek Someone wrote a fake EULA into Bitcoin. Two hours later, they revoked it. Wikipedia editor is threatening to go on strike Ferrari reveals its first EV, with design help from Jony Ive In Argentina, U.S. Tech Billionaire Peter Thiel Finds An Escape Robotaxis Are Spreading Across the U.S.—and So Is the Backlash Host: Leo Laporte Guests: Gary Rivlin, Sam Abuelsamid, and Molly White Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: mill.com/TWIT box.com/AI zscaler.com/security ZipRecruiter.com/twit doppel.com
SCHEDULE THE JBS, 5-29-26.457 THE AMBROSIAN ILIAD.(1) Jeff Bliss discusses the Los Angeles mayoral race between incumbent Karen Bass, who faces criticism over homelessness and crime, and unconventional candidate Spencer Pratt, who utilizes social media and "guerrilla campaigning" to gain traction.(2) Jeff Bliss highlights Las Vegas's pursuit of an NBA team to complete its status as a global sports capital, while the Fertitta family acquires Caesar's Palace, consolidating power among the city's casino billionaires.(3) Professor Richard Epstein analyzes the legal history of birthright citizenship and Donald Trump's executive order, arguing that the 14th Amendment has been misinterpreted and that the child's status should depend on the parent's.(4) Professor Richard Epstein describes the Trump administration's $1.776 billion "slush fund" as a fraudulent private agreement, noting that despite its likely illegality, legal standing requirements make it difficult for anyone to successfully challenge.(5) Jim McTague reports on Lancaster County's economy, noting record-breaking gasoline sales at Costco despite rainy weather, the rise of retirement-driven healthcare, and local "Luddite" opposition to a proposed data center in Columbia.(6) Veronique de Rugy discusses a proposed California tax on billionaires, warning it will drive high earners away and reduce state revenue, while a competing initiative seeks to protect regular citizens' savings from taxation.(7) Bob Zimmerman examines a massive Blue Origin rocket explosion that has grounded the New Glenn program and delayed NASA's Artemis missions, leaving SpaceX as the only viable private partner for immediate lunar goals.(8) Bob Zimmerman discusses mysterious subsurface changes in the sun and conflicting data regarding water ice at the lunar South Pole, while highlighting Mars' "brain terrain" as evidence of significant near-surface ice deposits.(9) Francis Rose details the Department of Veterans Affairs' ambitious rollout of a new electronic health record system in Michigan, aiming for a seamless "enlistment to grave" digital history for every member of the military.(10) Francis Rose explores the security risks of electronic health records, explaining how nation-states like China seek bulk data for espionage and how the government utilizes "zero trust" technology to deter sophisticated machine-speed hacks.(11) Gene Marks reports from Nashville that mid-market companies are aggressively adopting AI to supplement labor shortages rather than replace workers, while also navigating the complexities of receiving refunds for previously paid tariffs.(12) Gene Marks questions surveys claiming 93% small business growth and dismisses claims that AI will eliminate white-collar jobs soon, asserting that human workers will naturally adapt to new technology as they have historically.(13) Henry Sokolski argues that no inherent "right to enrichment" exists under the NPT, warning that Iran's nuclear ambitions and regional power plants create dangerous targets and risk a "hot spot" of nuclear-armed nations.(14) Henry Sokolski discusses Russia's "gray warfare" tactics against NATO, including drone provocations and sabotage of European infrastructure, warning that the United States is not taking these threats seriously enough compared to Europe.(15) Conrad Black discusses Alberta's threat to secede from Canada if the federal government blocks oil pipelines, detailing the political maneuvering between Premier Danielle Smith, indigenous groups, and Prime Minister candidate Mark Carney.(16) Lorenzo Fiori reports on a record-breaking Italian heat wave and the poor market reception of Ferrari's new electric vehicle, while noting that affordable Chinese EVs are rapidly becoming the top-selling cars in Italy.
(7) Bob Zimmerman examines a massive Blue Origin rocket explosion that has grounded the New Glenn program and delayed NASA's Artemis missions, leaving SpaceX as the only viable private partner for immediate lunar goals.NOVEMBER 1961
On this week's edition of Le Show, Harry brings us regular segments like News of ICE, News from the Land of 4,000 Princes, News of the Godly, News of Musk Love, Truth Social Audio with Donald Trump, News of A.I., The Apologies of the Week, and News of the Warm. He also considers the war in Iran and rockets from SpaceX and Blue Origin.
This episode is a sprawling Moonshots roundup with three big pillars: AI governance and religion, AI's impact on jobs and entrepreneurship, and a moon/space-compute future centered on SpaceX, Starlink, and Tesla. Education survey: Moonshots.com/survey Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Salim Ismail is the founder of Open ExO, a GP at Exponential Venture Capital/The Organizational Singularity Fund and a sought after global speaker and thought leader. Apply for Salim's Pilot Program: https://openexo.com/organizational-singularity-pilot?video=I9c8STV7Hnw Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy Your body is incredibly good at hiding disease. Schedule a call with Fountain Life to add healthy decades to your life, and to learn more about their Memberships: https://www.fountainlife.com/peter _ Connect with Peter: X Instagram Substack Website Xprize Connect with Dave: Web X LinkedIn Instagram TikTok Connect with Salim: LinkedIn X Apply for Salim's Pilot Program Subscribe to Salim's YouTube channel Exponential Venture Capital Resources: https://openexo.com/resource-hub Connect with Alex Website LinkedIn X Email Substack Spotify Threads Listen to MOONSHOTS: Apple YouTube – *Recorded on May 28th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
Could a New York court really declare 3.8 million dormant Bitcoin — including coins linked to Satoshi — as "abandoned property"? This week the Bitcoin Policy Institute team dissects an anonymous lawsuit built on an obscure lost-and-found statute, and explains why the legal theory is weak but the precedent could be devastating. Ken Egan, Zack Shapiro, and Zack Cohen also cover the Blockchain Regulatory Certainty Act (BRCA) after its Senate Banking Committee markup and the surprising opposition from sheriffs' associations. Alex Thorn Article about New York case attempting to seize bitcoin:https://www.galaxy.com/insights/research/satoshi-bitcoin-salomon-brothers-patoshi-abandoned-property-new-york-noah-doe-lawsuitForeign Influence on AIhttps://www.btcpolicy.org/articles/foreign-influence-in-the-campaign-against-american-ai
Meta reportedly ramping up on AI wearables, SpaceX receives $6.45 billion in U.S. Space Force contracts, Samsung and LG partner on Integrated Sensing and Communication. MP3 Please SUBSCRIBE HERE for free or get DTNS shows ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what youContinue reading "Microsoft Faces Backlash Over Security Researcher Nightmare Eclipse Bug Disclosures – DTH"
The Dentist Money™ Show | Financial Planning & Wealth Management
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Will, and Jake discuss whether crypto has officially "lost the plot," why investors should be cautious about following billionaire advice, and what today's AI boom could mean for speculative investing. They also talk about retirement planning, where they break down how Social Security taxes work, why many dentists will likely pay taxes on their benefits, and how strategies like Roth conversions can help create more tax-efficient retirement income over time. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.
This week on Grumpy Old Geeks, Brian and Jason stare directly into the flaming garbage barge of “the future” and discover that self-driving vehicles still can't tell the difference between a road and an urban swimming pool. Waymo stranded robotaxis in both Atlanta and San Antonio, while Gothenburg's brand-new autonomous bus service survived roughly one day before getting rear-ended by a tram like a lost RoboCop scene directed by Benny Hill. Meanwhile, Ferrari unveiled the Jony Ive-designed Luce EV, proving that if you give Apple designers enough money and untreated minimalist impulses, eventually everything starts looking like an uninspired bar of soap.The AI bubble keeps inflating like a cursed parade balloon nobody knows how to land. Uber admits it's spending fortunes on AI without being able to explain what it actually improves, Starbucks killed its AI inventory system after repeated losses to dairy products, and Google's AI search now struggles with advanced concepts like “ignore,” “stop,” and spelling “Google.” CEOs remain committed to replacing workers anyway, with 99% expecting AI-driven layoffs because apparently nothing says innovation like firing junior staff and replacing them with autocomplete that thinks there are two Ps in Google. Meanwhile, Spotify continues its transformation into the content equivalent of a casino buffet with AI-narrated magazine articles, while Pope Leo emerges as the lone adult in the room, suggesting humanity maybe shouldn't hand civilization over to glorified pattern-matching slot machines.Elsewhere in dystopia, Trump Mobile exposed customer data to the open internet because, of course, it did, while the White House reportedly plans to force-install its official app on government phones in what feels like the world's least subtle spyware rollout. Prediction markets are devolving into a legal cage fight between states and crypto gambling enthusiasts. A Google engineer allegedly made $1.2 million through insider trading on Polymarket because we've apparently rebuilt Wall Street out of meme apps, and researchers say your Wi-Fi router can now identify you by how your meat body disturbs radio waves. Add in SpaceX building a military sensor-to-shooter network straight out of a cyberpunk fever dream, China launching artificial embryo experiments into orbit to explore off-world reproduction, and Erin Brockovich mapping AI data centers draining entire towns' worth of water, and suddenly the most comforting thing this week might be watching The Grand-ish Tour and pretending the world still runs on gasoline and bad decisions.Sponsors:Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/748Watch on YouTube at https://youtu.be/1ji4EPiTgQ4Links:The Mandalorian and GroguWaymos in Atlanta and San Antonio keep driving into flooded roadsGothenburg's self-driving bus trammed on day oneFerrari Luce unveiled: Here's the first car from Jony Ive's design houseUber president says AI spending is getting ‘harder to justify'Trump Mobile has exposed customers' personal data, including home addresses and phone numbersThe White House is reportedly forcing its official app onto all government employee phonesKalshi and Rhode Island sue each other in latest challenge to prediction marketsGoogle engineer charged with insider trading after making $1.2M on PolymarketGoogle is currently struggling to define words like disregard, stop and ignoreWhy Google's AI can't spell Google (or anything else)Starbucks abandons its AI inventory tool after only nine monthsMajority of Americans Support Ban on Surveillance Pricing and Electronic Shelf LabelsAnsel Adams' trust says AI-colorized version of his work was exhibited without permissionPeople used AI to recreate the voices of pilots killed in a plane crashSpotify now lets you stream narrated magazine articles, tooPope Leo calls for AI to serve humanity and not concentrate power99% of CEOs Expect AI-Driven Layoffs in the Next Two YearsUS Space Force confirms SpaceX will build sensor-to-shooter targeting networkStar Trek Title Card GeneratorErin Brockovich launches a crowdsourced AI data center mapResearchers Issue Warning About Tech That Could Turn Every Router ‘Into a Potential Means for Surveillance'China Launched Artificial Embryos to Orbit to Find Out If We Can Have Space BabiesI Am Not a Robot: My Year Using AI to Do (Almost) Everything by Joanna SternInside the Box: How Constraints Make Us Better by David EpsteinThe Grand-ish TourSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Kara and Scott unpack the Enhanced Games and Trump's planned UFC event. Then, they break down Pope Leo's sweeping warning about AI, the DOJ's new probe into E. Jean Carroll, and Elon Musk floating a merger between Tesla and SpaceX. Plus, CBS pushes out “60 Minutes” correspondent Sharyn Alfonsi. Watch this episode on the Pivot YouTube channel.Follow us on Instagram and Threads at @pivotpodcastofficial.Follow us on Bluesky at @pivotpod.bsky.socialFollow us on TikTok at @pivotpodcast.Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
We're back with another episode of The Week, a new weekly show from Prof G Media, hosted by George Hahn. Every Friday, we'll break down the biggest stories shaping business, technology, politics, and culture — and connect the dots across the conversations happening throughout the Prof G universe. This week, George breaks down why the bond market is suddenly sounding alarms and why it may be signaling something much bigger than inflation. We discuss the economic fallout from the war in Iran, rising oil prices, growing fears around U.S. debt, and why investors are starting to worry that borrowing costs could stay higher for longer. Plus: China and Russia grow closer, SpaceX files for a massive IPO, and Gavin Newsom shares a deeply personal story about regret, leadership, and family. We'd love your feedback as we build this show. Let us know what you think at info@profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Morgan Brennan is a CNBC anchor and host of Overtime, covering markets, defense, space, and industrial technology. In this conversation, we break down the SpaceX IPO, the rise of defense tech and America's re-industrialization movement, how the White House is allocating capital like a private equity firm, and why spectrum has become the hottest commodity in the AI arms race.========================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/========================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.========================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.========================0:00 - Intro0:51 - SpaceX IPO breakdown & what investors need to know7:31 - Government & private enterprise: navigating regulation10:03 - SpaceX wealth creation & the constellation of startups it spawned14:04 - Peter Thiel's outsized impact on national defense16:48 - Re-industrialization & tariffs22:09 - How America's re-industrial movement is taking root27:01 - White House asset management & allocating capital35:18 - JPMorgan, private capital & the pro-America shift38:41 - Iran, markets & the economic outlook44:08 - Defense tech: who can build it AND sell it51:38 - Spectrum: the hottest commodity in the AI arms race53:34 - Starlink, launch costs & the satellite boom56:19 - Can public markets absorb the IPO wave?
Elon Musk's early friend and investor backed Musk in the early days of Tesla and SpaceX, turned a small bet into one of the most legendary outcomes in modern business history, and broke down risk, relied on intuition, and spotted world-changing talent early.
Analysts are raising concerns that a wave of mega-IPOs from companies like SpaceX and OpenAI could be signaling a market top — a pattern that has appeared at prior market peaks. We explore the history of IPO booms, what they reveal about market sentiment, and how investors should think about participating.Today's Stocks & Topics: CarMax, Inc. (KMX), Market Wrap, EQT Corporation (EQT), ONEOK, Inc. (OKE), Trailing Stop, Micron Technology, Inc. (MU), SpaceX, OpenAI, and the IPO Boom: Is a Wave of Mega-Floats a Market Top Warning?, Johnson & Johnson (JNJ), Xtrackers Nifty 500 India ETF (IND), iShares MSCI India ETF (INDA), Vanguard Short-Term Corporate Bond Index Fund ETF Shares (VCSH), Vanguard Total Bond Market Index Fund (BND), NetEase, Inc. (NTES), Roth Conversion.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands
This week, rideshare drivers in Massachusetts unionize; plus, Robinhood lets AI agents trade on behalf its customers.But first, there've been hints for a while that Anthropic, OpenAI and SpaceX are planning to go public in the near future. Last week, SpaceX filed its initial public offering prospectus, also known as an S1, which is meant to help investors understand the company's business model, including the risks it faces. Marketplace's Stephanie Hughes spoke with Paresh Dave, senior writer at WIRED, to learn more.Check out our YouTube page to watch more episodes of “Tech Bytes.”Everything we talked about today:“Tech titans prepare for blockbuster IPOs in new front of AI race” from The Hill“SpaceX Listed Grok's ‘Spicy' Mode as a Risk in Its IPO Filing” from Wired“Your AI agent can now trade for you on Robinhood. And buy stuff with your credit card too” from CNBC“Rideshare drivers union in Mass. says it's the 1st to be recognized in the U.S.” NBC Boston
This week, rideshare drivers in Massachusetts unionize; plus, Robinhood lets AI agents trade on behalf its customers.But first, there've been hints for a while that Anthropic, OpenAI and SpaceX are planning to go public in the near future. Last week, SpaceX filed its initial public offering prospectus, also known as an S1, which is meant to help investors understand the company's business model, including the risks it faces. Marketplace's Stephanie Hughes spoke with Paresh Dave, senior writer at WIRED, to learn more.Check out our YouTube page to watch more episodes of “Tech Bytes.”Everything we talked about today:“Tech titans prepare for blockbuster IPOs in new front of AI race” from The Hill“SpaceX Listed Grok's ‘Spicy' Mode as a Risk in Its IPO Filing” from Wired“Your AI agent can now trade for you on Robinhood. And buy stuff with your credit card too” from CNBC“Rideshare drivers union in Mass. says it's the 1st to be recognized in the U.S.” NBC Boston
Dan Nathan hosts Dan Niles of Niles Investment Management on the Risk Reversal podcast to discuss macro conditions, AI-driven market leadership, and lessons from prior tech cycles. Niles compares the current AI build-out to 1997–1998's internet infrastructure boom, arguing recent macro scares (tariffs, Iran/oil) created buying opportunities and that a bubble can persist, with further gains likely before a potential 30–50% drawdown next year. He cites a January 30 “agentic AI” step-change increasing token/compute demand, supporting strong CapEx and earnings growth, and notes Nvidia's growth versus valuation relative to past leaders like Cisco. They debate rising yields, inflation measures, and expectations for a rate-cutting Fed chair (Kevin Warsh). The conversation covers Intel's potential benefit from agentic shifts, corporate AI cost pressures, likely disruption to software/IT services and knowledge work, Micron's HBM-driven surge and cyclicality risks, and how major IPOs like SpaceX, OpenAI, and Anthropic could reshape flows and create new short opportunities. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Trump on a $250 bill? Bill Burr on CEO pay? New York seizing "neglected" buildings? It's Dumb Bleep of the Week, and the government is once again solving problems it helped create. In this episode of Good Morning Liberty, Nate and Chuck break down Zohran Mamdani's housing plan, rent control, public housing, Bill Burr's wage rant, CEO compensation, SpaceX "USA" chant outrage, Trump's proposed $250 bill, Ted Cruz bragging about $3.99 gas, Thomas Massie's loss, and chaos from the Libertarian Party National Convention. This is a libertarian breakdown of bad incentives, bad policy, political worship, and the endless cycle of politicians blaming everyone except the state. Chapters: 00:00 Good Morning Liberty 00:45 Dumb Bleep of the Week setup 01:45 Thomas Massie loss and black-pilled politics 04:15 Mamdani's plan to go after landlords 09:15 Milton Friedman on rent control and public housing 12:45 Bill Burr's wage and CEO pay rant 18:15 The one-armed traffic stop 22:45 SpaceX, USA chants, and fake outrage 27:30 Canada MAID gets mentioned and skipped 28:45 Trump's face on a $250 bill 33:45 Ted Cruz and $3.99 gas 35:00 Israel lobby fight and Massie campaign money 37:30 Libertarian Party National Convention chaos 52:30 Final Dumb Bleep vote and winner Watch All Episodes: https://www.youtube.com/playlist?list=PLi78svKlBr_8o0dDOX8DxO_Wwxu6WYhhA Watch Host Favorites: https://www.youtube.com/playlist?list=PLi78svKlBr__Zu40RL7mWxCuOOe54zgy2 Join the Fed Haters Club @ joingml.com All links @ gml.bio.link Subscribe, like, comment, and share. Follow on your favorite podcast app and leave a rating or review.
Washington is nearing a deal to extend its ceasefire with Iran by 60 days, and investors are rushing to gain exposure to SpaceX in a “speculative frenzy” ahead of its expected IPO. Plus, Benjamin Netanyahu has directed the Israeli military to take control of at least 70 per cent of Gaza, and Robinhood is launching a feature that will enable clients to use AI chatbots for share trading. Mentioned in this podcast:Washington nearing deal to extend Iran ceasefire, US officials sayInvestors race to get exposure to SpaceX ahead of IPOBenjamin Netanyahu orders Israeli forces to take control of 70% of GazaRobinhood to let investors use AI chatbots for share tradingWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Sonja Hutson and produced by Katya Kumkova. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann, Michael Lello and David da Silva. Our executive producer is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
On the final trading day of May, Carl Quintanilla, Jim Cramer and David Faber led off the show with Dell shares soaring more than 30% on the company's blowout quarter and upbeat outlook. The anchors explored what it all means for the AI trade. They also discussed a bullish month of May and record highs for stocks, as well as the groups that have missed out on this month's rally. WTI Crude on track for its worst month in more than a year amid hopes for a U.S.-Iran peace deal. Also in focus: Chevron's CEO warns of a spike in oil prices this summer, Anthropic overtakes OpenAI on the valuation front, Elon Musk's X post about SpaceX and Anthropic, Costco and Gap fall, earnings winners and losers, Clorox CEO to step down. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stijn Schmitz welcomes Chris Vermeulen to the show. Chris Vermeulen is Founder & Chief Investment Officer, The Technical Traders. Vermeulen begins by analyzing the current equity market, noting that while stocks are grinding higher, the rally is not broad-based but concentrated in tech, small caps, and micro caps, which he sees as a sign of underlying weakness. He suggests the market may be entering a euphoric, parabolic phase, potentially triggered by upcoming IPOs like SpaceX, but warns this could end in a sharp correction and a major market top. Using Fibonacci extensions, he projects significant upside for the NASDAQ but remains cautious about the rally’s sustainability. Shifting to commodities, Vermeulen explains his preference for stable, trending assets over volatile, headline-driven ones like oil, which he avoids due to geopolitical noise. He expresses similar concerns about the agricultural sector, seeing it as a crowded trade where heavy public interest and high volume may indicate distribution rather than further upside. His most detailed analysis focuses on precious metals, where he forecasts a substantial near-term pullback for gold and silver. His Fibonacci analysis points to a potential drop in gold to $3,600 and a 46% decline in silver from current levels, which he views as a painful reset for latecomers before the next major bull cycle begins. He views gold miners as the same correlated trade, warning against over-concentration. Vermulen advocates for his “asset revesting” strategy, rotating capital into assets in confirmed uptrends and stepping aside when trends weaken. He emphasizes discipline, risk management, and avoiding emotional attachment to assets like physical gold, which he notes costs money to hold and can underperform for years. His focus remains on equities for now, waiting for a clearer entry point in precious metals after an anticipated sell-off. Timestamps: 00:00:00 – Introduction 00:00:52 – Market Opportunities Radar 00:02:20 – Equities Current Trends 00:02:41 – Rally Breadth Concerns 00:04:00 – Index Selection Discussion 00:06:25 – Fibonacci Technical Analysis 00:11:20 – Bubble and Melt-Up Debate 00:12:30 – Oil Market Disruptions 00:17:10 – Agricultural Commodities View 00:22:31 – Gold Price Predictions 00:28:27 – Silver Miners Analysis 00:35:59 – Copper & Chris’s Approach 00:37:20 – Concluding Thoughts Guest Links: Website: https://thetechnicaltraders.com/ X: https://x.com/TheTechTraders Chris Vermeulen is the Founder & Chief Investment Officer of The Technical Traders and the visionary mind behind Asset Revesting. In his book Asset Revesting – How to Exclusively Hold Assets Rising in Value, Profit During Bear Markets, and Continue Building Wealth in Retirement, he lays out this investment framework. Chris launched his financial career at 16, parlaying his knack for trading and risk management into funding his final year of college, where he earned a business diploma in operations management. By his twenties, he had achieved financial independence as a full-time entrepreneur and trader. After a setback—blowing up a trading account—Chris dedicated himself to treating trading as a business, completing the Trading Strategy Mastery and Trading Is Your Business courses. A technical analysis expert, he devises systematic methods to spot market opportunities and control portfolio risk, rejecting traditional buy-and-hold approaches that cling to depreciating assets. His efficient asset allocation models balance short- and long-term strategies to minimize drawdowns and consistently outperform benchmarks. Those seeking reliable capital preservation and growth turn to his proven techniques.
Story of the Week (DR):BP ousts chair over ‘serious' governance, oversight concerns MMThe board said the decision was unanimous. In a statement, Amanda Blanc, BP's senior independent director, described the board as having been caught off guard by what it found: "The board has been surprised and disappointed to learn of governance oversight and conduct issues it deems unacceptable and has taken decisive action."The oil giant's board removed Albert Manifold from his roles as chair and director this week, effective immediately. He faced a contingent of investor opposition at BP's recent annual meeting.Internal leaks and a whistleblower report point to a pattern of "aggressive," "verbally abusive," and "bullying" behavior toward multiple colleagues, alongside accusations of withholding info from the board and leaking privileged data.Ousted BP Chair Hits Back at ‘Lies' About His ConductThe boardroom turmoil at BP deepened after its ousted chair, Albert Manifold, claimed allegations about his conduct were “lies”.In a new and lengthy statement, Manifold disputed reports about his conduct, saying: “At no point in my tenure as chairman of BP has anyone raised with me any issue about my conduct or my relationship with my colleagues.”He also described media reports that he wanted to exert control of the FTSE 100 company like an executive chair as “nonsense”. Manifold said he had “many other commitments” and had only spent 13 days in BP's London office so far this year.“What I do not accept is that lies can be told about me, nor that anyone should be allowed to hide behind anonymity when commenting on my time at BP.”Manifold conceded he may have “pushed hard and challenged people directly” amid his “determination to drive change on costs, performance, the balance sheet and shareholder communications”.However, he disputed reports from the company about his behaviour, adding: “There is a considerable distance between driving an organisation with urgency and the characterisation of my conduct that is now being put about.”He said such “accusations” had not been previously made about his behaviour during his 40-year career. He added that he “called out … unnecessary or excessive expenditure” but felt not everyone shared his priorities.Manifold said he turned down many of the benefits traditionally enjoyed by top executives, which he called a “culture of entitlement”, including chauffeur-driven cars, being flown by private jet or taking advantage of corporate hospitality: “I had no interest in having a dedicated chauffeur-driven limousine at my beck and call on the occasions that I was in London. I, like most people, walked, took taxis, trains, etc. I had no interest in taking private aviation nor in availing myself of corporate tickets for sports events. I made my own coffee, bought my lunch in the local cafe. I sat in a small office, eschewing the grand corner-office privilege of previous chairmen.”Ian Tyler has been named interim chair, BP said, with the board set to begin a formal process to identify a permanent successor: "The Board and leadership team have deep conviction in the strategic direction we have laid out, and the company is moving at pace to deliver it."This marks BP's fourth abrupt top-tier departure in three years, following the rapid exits of previous chair Helge Lund and chief executives Bernard Looney and Murray Auchincloss.BoardIan Tyler Interim Chair 2025Meg O'Neill CEO 2026Kate Thomson CFO 2024 (Interim in 2023)Dame Amanda Blanc Senior Independent Director 2022Dave Hager 2025Tushar Morzaria 2020Hina Nagarajan 2023Satish Pai 2023Dr. Johannes Teyssen 2021Manifold took up the chairmanship just last October. At last month's annual general meeting, just 81.8% of shareholders backed his electionAmong the most consequential decisions of Manifold's short tenure: pushing out former CEO Murray Auchincloss and overseeing the selection of Meg O'Neill to succeed him — a hire that marked the first time BP had recruited an external CEO and the first time a woman had led one of the oil industry's largest players.Dell wins a $9.7 billion Pentagon software deal after donating to Trump accountsDell stock skyrockets 32%, heads for best day ever as AI server revenue soarsMichael Dell added $35.8 billion to his personal fortune in a single day.Michael Dell pledged $6.25 billion to Trump AccountsThis greatly helps with $100M Dell ($4M personally for Michael) had to pay in 2010 for its Intel Cookie jar Scandal: Dell was telling investors that its high profits were due to amazing management and great computer sales. In reality, a massive chunk of their profits came from secret exclusivity payments from Intel so that Intel could shut out their competitor AMD.SpaceX's Unconventional Corporate Arrangements Favor Elon MuskDanish pension fund rejects SpaceX IPO over valuation and governance concernsStandard Chartered CEO apologises for ‘lower-value human capital' remarksStandard Chartered CEO Bill Winters triggered a massive PR firestorm by describing the bank's plan to replace back-office staff with automation as replacing "lower-value human capital" with financial investmentStandard Chartered is cutting roughly 7,800 jobs—representing about 15% of its global back-office corporate support roles—over the next four years to make room for AIJPMorgan's Jamie Dimon downplayed the viral backlash against Standard Chartered CEO Bill Winters—calling it an "inartful" slip-of-the-tongue from a friend.Tyson Foods hands CEO role to directorIncoming CEO Jeffrey K. Schomburger is Lead Independent Director (2016-)Goodliest of the Week (MM/DR):DR: Ride-Share Drivers in Massachusetts Formally Unionize MM DRDR: Maine Senate candidate Graham Platner stands by ad accusing Red Sox private equity owners of ruining the teamDR: Supreme Court lets Vermont's Meta lawsuit proceed, opening door to 50-state legal waveThe Supreme Court on Tuesday rejected a push to avoid a lawsuit alleging that Facebook and Instagram harmed young users, a decision that comes as social media companies increasingly face legal scrutiny.Meta had argued that it can't be sued in Vermont court because neither the company nor the app design has specific ties to the state. Vermont countered that the sites' large number of teen users gives its courts jurisdiction.DR: New Hampshire data center developer withdraws plans hours before opponents were to pack town meetingMM: The world's largest data center was supposed to run on 100% natural gas. Utah's Republican governor says ‘never.'Must include solar, geothermalMM: Labor union participation is on the rise even as U.S. companies spend $1.7 billion annually to halt union formation MM DRAssholiest of the Week (MM):Index funds should just quit pretending DRExxon wins shareholder backing for legal move to Texas71.3% supportWe know ~22% of that is BlackRock, Vanguard, and State StreetWe can GUESS that ~13% of that is retailEstimated 40% of shares are retail28% voted prior to retail vote capture plan by ExxonIf we GUESS that maybe only 10% of retail voters adopted vote plan when they sent it out at the end of 2025, and if we GUESS that half of them were non voters, we can figure that maybe 33% of retail voted this go around - giving management ~13% of the vote before the vote startedWhich means individuals with no idea and index funds voted 35% in favor - and the rest of investors voted 36% in favorYOUR INDEX FUNDS HATE YOUR VOTING RIGHTSThrow in that the SHP to add more options to retail voting plan - which included an option to default vote AGAINST management - only got 23.5% support, and we know that BLK/Vanguard/SS voted against it and retail voted with management, the real vote in favor: 36% - EXACTLY THE NUMBER OF REAL INVESTORS THAT VOTED AGAINST REDOMESTICATIONThis is unlikely a coincidence - ACTUAL INVESTORS with ACTUAL KNOWLEDGE like rights, but index funds and uneducated retail could fucking care lessSafe Harbor Financial Expands Board of Directors with Appointment of Tyler Klimas and Sean TonnerTwo dudes added to an all dude board overseeing weed banking at a non dual class company… because women don't do banks or weed I guess? Investors, what say you?Last year, they said “we don't care” - 97% in favorMeanwhile, in the UK…Investors tell BP to fix shareholder rights and governance after chair removalTech bros should quit pretendingMeta commits additional funding to Oversight Board through 2028$13m - Zuck owns a $300m yacht and spent $13m for a bunch of well meaning reporters, academics, and human rights experts to help him decide what to do about horrible human behavior on his platformsWhen they decide, he listens… 42% of the timeHere's one they listen to: from September 2025, decided in April 2026 (inside a year!), and Instagram post listed the reasons dating someone in a wheelchair is great, and a comment said it was also good because they can't run away. Meta left the comment up, but the board found it in the appeals and said it should come down - and Meta took it down under its bullying policyMeanwhile, for AI driven fake content for war and conflict, Meta is considering it… OpenAI Foundation is committing $250 million to help workers navigate AI disruptionOh, thank god, we're savedMarc Andreessen Sputters Incomprehensibly at Question About How AI Will Actually Benefit Humankind"I mean, look, so it, it is, alright — I mean, alright I'm gonna give you the deepest of all pitches, I'm gonna give you the, the — okay."Just stop pretending it's for “humankind” and not for YOU TO MAKE TRILLIONSThe NY Post and “baby naming expert”New York's most popular baby names trend towards 'traditional' as reaction to woke Mayor Mamdani: expertLiterally everything in this headline is incorrect - and so is this quote from “baby naming expert” Taylor A. Humphrey: ““Mayor Mamdani is so divergent from tradition and I do wonder if that played some part in Gen Z parents moving back towards more traditional heritage,” adding that Mamdani was campaigning, and in the spotlight for much of 2025.”The data is very inconvenient for this narrative - 77 of the 100 names are exactly the same from 2023, and here are the different “new traditional” names according to Taylor:Archer, Arthur, August, Beau, Bennett, Brooks, George, Lincoln, Parker, and Rowan replacing names like…Abraham, Austin, Eli, Hunter, Ian, Jonathan, Jordan, Kai, Ryan, and ZacharyAdeline, Clara, Daisy, Delilah, Eden, Georgia, Iris, Kennedy, Margot, Parker, and Sloane replacing names like… Anna, Ariana, Ashley, Autumn, Bella, Hailey, Jade, Rachel, Rose, Sarah, and SavannahAlternate theory using spurious data, because yes, this is what I spend my time doing:I looked at all 2023 NY state names vs. all 2025 NY state names and compared them to the number of corporate board directors with those names at those times - I can show that the name changes are definitely positively for sure related to the rise or fall of that name on corporate boards because parents are increasingly focused on who runs their companies. The biggest growth was in the name Zoe (ZOHRAN! Not made up!) from 2 active directors to 7 in 2025! In the top 10 of names includes… Amir!!! From 18 to 22 names!Second biggest drop - the decidedly unwoke, “traditional” name Oliver, down 22%Headliniest of the WeekDR: New Website Detects Apocalypse If Billionaire Jets Start Fleeing en MasseMM: Kevin O'Leary slams people who want work-life balance: ‘I hope they work for my competitors'Who Won the Week?DR: BP Bully Albert Manifold's now famous coffee maker. Or maybe Michael DellMM: Illinois state house of reps, lead by Daniel Didech, much to the annoyance of state senator Bill Cunningham who introduced SB 3444 to exempt AI companies from liability for mass death, passed one of the strongest laws in the country to force third party audits of AI companies, and it passed 110-0PredictionsDR: Based on the survey which reveals that 99 Percent of CEOs Are Preparing to Lay Off Workers and Replace Them With AI Within Two Years, it is revealed that the 1% of CEOs who are not preparing to lay off workers and replace them with AI understood AI to mean Actual IntelligenceMM: OpenAI's upcoming S-1 filing reveals that, not to be outdone by Musk's SpaceX insecurities, Sam Altman gives himself dual class shares worth 300 votes and 99% voting power, has a classified board, incorporates in Nevada, has mandatory arbitration clauses and a minimum lawsuit threshold of 100% of the stock ownership, and the first board member is Illinois state senator Bill Cunningham
In this episode, the crew discusses Bitcoin's current consolidation and MicroStrategy's recent wallet movements, while debating whether we're in a prolonged bear phase or setting up for the next leg up. Key highlights include the NYSE CEO calling Hyperliquid bigger than NASDAQ, CFTC approvals for the first regulated Bitcoin perps on Kalshi and Coinbase's Deribit access, CME launching 24/7 crypto futures, and Paxos winning SEC approval for on-chain U.S. stock settlement. The conversation also covers AI's impact on markets, liquidity rotation into big IPOs like SpaceX, altcoin consolidation, and the long-term fusion of crypto with traditional finance. Bullish developments vs. near-term caution — a must-listen Friday roundup. Learn more about your ad choices. Visit megaphone.fm/adchoices
With an uncrewed Blue Origin rocket exploding during a hot fire test at Cape Canaveral, Florida, we speak to former NASA engineer Sinead O'Sullivan about how much of a setback it is for Jeff Bezos business in the space race while Elon Musk's SpaceX firm's IPO gets ever closer. Leanne Byrne finds out why the US travel industry is warning that plans being considered by Donald Trump's administration could cost the economy billions of dollars and disrupt one of America's busiest international gateways just weeks before the FIFA World Cup. Elsewhere, we discuss why tech companies in Silicon Valley are hiring philosophers, and do Africa's wealthiest people have a responsibility to help tackle inequality? Global business news, with live guests and contributions from Africa, Europe and the USA. (Picture: Fire during an explosion of the uncrewed Blue Origin's New Glenn rocket during a test on a launchpad in Cape Canaveral, Florida, US, on 28 May 2026. Credit: NASASpaceflight.com / Reuters.)
Dell shares are on pace for their best day ever as AI server revenue soars. A setback for SpaceX competitor Blue Origin puts the IPO back in the spotlight. Semiconductor stocks are on a historic run and Nvidia is no longer leading the charge. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week, we discuss the Cloudflare CEO's op-ed, upcoming tech IPOs and GitHub getting breached. Plus, ranking our favorite manifestos. Watch the YouTube Live Recording of Episode 573 Runner-up Titles We're not making money so we can't put in place the enshitification strategy. Go easy on the AI I hope they're not using PowerPoint in the Vatican I didn't' come here to talk about the Pope I should take more showers I came to measure and chew bubblegum Matt Ray Dalio is not a wave rider. Usability golf No dependencies, no problems Peak Software We are a safe haven for measures Tools and Rules Rundown Layoffs How do AI Layoffs Work? Some Speculation. How I Choose Which Cloudflare Employees to Replace With AI Revenue and IPO Anthropic is paying SpaceX $15 billion per year OpenAI Prepares to File to Go Public in Coming Weeks SpaceX TAM - $28.5 trillion. US GDP - $31 trillion. GitHub Got Hacked. The AI Security Arms Race is Here NHS Pulls OSS Wiz + Anthropic: Claude Enterprise Meets the Security Graph | Wiz Blog Relevant to your Interests Grafana breach caused by missed token rotation after TanStack attack Introducing UniFi 5G Backup SpaceX not the behemoth everyone thought Microsoft admits its "infuriating" floating AI button was a mistake Microsoft admits forcing the floating Copilot button on Office users was a mistake—but engagement went up anyway IBM and U.S. Department of Commerce Announce America's First Purpose-Built Quantum Foundry, Supported by Proposed $1 Billion CHIPS Award Microsoft open-sources "the earliest DOS source code discovered to date" Blackstone and Google launch $5B TPU cloud venture with 500MW of AI capacity What It Takes to Preserve Floppy Disks U.S. companies have an AI problem. Indian IT wants to be the solution Audio-generation app Huxe, founded by former NotebookLM developers, shuts down Spotify adds AI-powered Q&A and briefing generation features to podcasts Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense GE's nugget ice maker is nearly half off if you buy it refurbished Watch: Drones crash into water after Sydney light show malfunction America the Tasty: The Best Breakfast in Every State Listener Feedback Jason built the DepartTime App iPhone App Conferences VMware User Group, Dallas, June 9-11, 2026 WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026 , Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Trek Austin Matt: VESA Coté: AI-Generated Summaries Table for Two Slim Daddy's Repair
Markets continue their advance as investors debate whether leadership is finally broadening beyond AI and megacap tech. Keying in on a massive move in Dell: Matthew Niknam of Truist maintains a Hold rating and explains why he still sees limits to the upside. Warren Pies of 3Fourteen Research makes the case that the rally has room to broaden and argues the data does not support the idea that AI has become a bubble. We deep dive on recent big winners: Robinhood surges as investors embrace new product launches, higher price targets and AI-driven initiatives. Ford posts a remarkable gain as Wall Street responds to domestic manufacturing themes and improving sentiment around the automaker. Lower oil prices boosting the discretionary sector as Hyatt CEO Mark Hoplamazian discusses consumer behavior, travel demand and the outlook for the industry. Our Morgan Brennan sits down with Agriculture Secretary Brooke Rollins at the Reagan National Forum to discuss policy priorities and the state of the economy. Finally Bradley Tusk of Tusk Ventures tackles one of the market's biggest questions: if Anthropic is approaching a trillion-dollar valuation, SpaceX is worth trillions and stocks like Dell continue to surge, are investors witnessing another bubble or simply the next phase of technological transformation? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
US equity futures are modestly higher, Asian markets are mostly higher, while European equities are also firmer. Equities are being supported by improving sentiment around US-Iran developments, with reports of a potential 60-day ceasefire framework helping to ease concerns around energy supply disruptions and inflation pressures. While negotiations remain ongoing and key issues such as uranium stockpiles are unresolved, the market is increasingly pricing in a de-escalation scenario. This has contributed to softer oil prices, more stable rate expectations, and continued strength in AI and technology-led segments, even as investors remain mindful of lingering geopolitical uncertainty and macro risks.Companies mentioned: SpaceX, Uber Technologies, Autodesk
SCHEDULE THE JOHN BATCHELOR SHOW, 5-27-26.APRIL 1900 OTTAWA.Cliff May discusses the deepening crisis in Cuba, where extreme food and electricity shortages have led officials to describe it as a failing state. However, the regime has reportedly received hundreds of attack drones from Russia and Iran, posing a new offensive threat to U.S. interests in the Caribbean. (1)Cliff May examines the empty pageantry of the Trump-Xi summit in Beijing, where the high-profile ceremony produced no major deals regarding trade or artificial intelligence. Xi Jinping made no concessions on human rights issues, such as the persecution of Christians or the Uyghurs. (2)Jon Hartley discusses the confirmation of Kevin Warsh as the new Federal Reserve Chairman, bringing a hawkish reputation focused on reducing the Fed's expanded balance sheet. Warsh advocates for a return to principles linking money growth directly to inflation control. (3)Jon Hartley proposes a new agreement modeled after the 1951 Accord that would separate the missions of the Federal Reserve and the Treasury. Under this plan, the Fed would focus strictly on short-term rates and price stability rather than long-term debt management. (4)Captain James Fanell analyzes the Balikatan military exercise, which featured 17,000 troops and, for the first time, combat forces from Japan participating in counter-invasion training. The drills demonstrated the capacity of allied nations to successfully target and strike enemy vessels at sea. (5)General Blaine Holt discusses Russian hypersonic threats and the shift to asymmetric drone warfare, noting Russia's threats of using weapons of mass destruction against Kyiv to warn European leaders against further intervention. Meanwhile, low-cost drone technology is proving to be an asymmetric force that renders expensive, multi-million dollar military systems obsolete. (6)Charles Burton examines Canada's controversial economic pivot toward China, where Prime Minister Mark Carney is pursuing a strategic partnership that includes non-public security agreements and the reduction of tariffs on Chinese electric vehicles. Critics warn these moves compromise Canadian sovereignty and allow for significant Chineseinfiltration. (7)Charles Burton and Gordon Chang analyze China's strategic gain from prolonged conflict in the Middle East, with Beijing appearing content to allow the conflict in the Strait of Hormuz to drag out as a way to deplete U.S. military resources. This instability supports China's narrative that the United States is a declining power. (8)Michael Bernstam discusses the impact of Ukrainian drone strikes on the Russian oil market, noting that strikes on refineries and ports have forced Russia to export more crude oil at discounted prices instead of high-value refined products. Simultaneously, U.S. oil production has hit record levels, significantly influencing global market prices. (9)Michael Bernstam examines the failure of Russia's Power of Siberia 2 pipeline deal, as Vladimir Putin left Beijingwithout securing the agreement while China shows no immediate need for the gas. Furthermore, China demanded to pay domestic Russian prices, which would yield no profit for Moscow. (10)Bob Zimmerman discusses the success of SpaceX's Starship 12 test, which demonstrated major design improvements, while NASA has effectively ended Boeing's role in manned missions to the ISS. NASA awarded all manned flights through 2030 to SpaceX, leaving Boeing out of the picture. (11)Bob Zimmerman reports that the Webb telescope has detected weather variations, including morning clouds, on a distant exoplanet. Additionally, images from Mars show parallel ridges that suggest a history of climate cycles and the presence of significant near-surface ice. (12)Craig Unger argues that Donald Trump has been a Russian intelligence asset since 1987. He highlights how Trump's first trip to the Soviet Union was followed by advertisements in U.S. newspapers featuring KGB talking points. (13)Craig Unger discusses U.S. unreliability and the future of the NATO alliance, noting that under Trump, the United States is seen as an unreliable partner by allies like Finland, who fear he will not honor Article 5. This lack of reliability forces European nations to consider whether they can emerge as a self-sufficient military power. (14)Judy Dempsey examines how the ongoing conflict between the U.S. and Iran distracts from Russian aggression in Ukraine and causes economic sluggishness in Germany. European allies feel jaundiced by the lack of consultation from the U.S. regarding Middle East diplomacy. (15)Judy Dempsey discusses how the AfD has become Germany's leading political party by capitalizing on public anger over housing shortages and the government's handling of the wars in Iran and Ukraine. The party represents a growing threat to the established political order in Europe. (16)
Bob Zimmerman discusses the success of SpaceX's Starship 12 test, which demonstrated major design improvements, while NASA has effectively ended Boeing's role in manned missions to the ISS. NASA awarded all manned flights through 2030 to SpaceX, leaving Boeing out of the picture. (11)1951
It's coming. It's big. It's the SpaceX IPO and it's gonna make a bunch of people a BUNCH of money, but not you. Oh but you can buy into it right? Right! But is that a good idea...? In this episode we're picking apart the SpaceX IPO and making the case for why it isn't anywhere close to reality or reasonable, and why you might end up owning it one way or another anyhow. Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! Also our newest acid video is out now so check it out! https://youtu.be/7vkFY3f5kkw NEW MERCH OUT! Get 10% off when you sign up and also get bonus content, ad-free versions and more plus your first 7 days free at https://benandemilshow.com ***THE SOUTHWEST COMPANION PASS IS BACK GET IT HERE: https://www.cardratings.com/bestcards/featured-credit-cards?src=691608&shnq=520080,4028088,4048122,4028085,3006151,4048149,4028089,4048084&var2= ***Go check out Ben's movie podcast! https://www.youtube.com/@UCtwCDeHuJTBWUkeQKlLeXhA **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa __ SOME OTHER VIDEOS YOU MAY ENJOY: That's Cringe of Cody Ko: https://youtu.be/dTbEk0pVh2w Our AUSTIN VIDEO: https://youtu.be/yGSs56bFzRU Our episode with Kyla Scanlon: https://youtu.be/cIHWkY35cuc Big Tech is out of ideas (ft. ED ZITRON): https://youtu.be/zBvVGHZBpMw Arguing with a millionaire (ft. Chris Camillo): https://youtu.be/1ZUWTkWV_MM We bought suits HERE: https://youtu.be/_cM1XqA9n2U ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com __ QUO: Try QUO for free and get 20% off your first 6 months at https://www.quo.com/BAES ROCKET MONEY: Rocket Money helps you find and cancel unwanted subscriptions, monitor your spending, and lower your bills—join at https://RocketMoney.com/BAES TIMESTAMPS: __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3575: Andrew shares a practical mindset shift for building lasting wealth, showing how patience, purpose, and consistent action matter more than quick-win schemes. From learning to think in terms of “How can I?” to understanding the balance between living below your means and increasing your income, these ideas can help you create more freedom, confidence, and long-term financial security. Read along with the original article(s) here: https://www.dollarafterdollar.com/7-ways-to-become-awesome-with-your-money/ Quotes to ponder: “Patience is the trait that the majority of wealthy people use to accumulate their fortune.” “You are not here to just get by. You want to thrive.” “You need to change this mindset from ‘I can't' to ‘How can I?'” Episode references: SpaceX: https://www.spacex.com/ Michael Jordan: https://www.nba.com/player/893/michael-jordan United States Military Academy West Point: https://www.westpoint.edu/ Bank of America: https://www.bankofamerica.com/ Index fund: https://www.investopedia.com/terms/i/indexfund.asp Tesla: https://www.tesla.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Dan Nathan hosts David Schamis (CEO, Hyperliquid Strategies) and Jeroen Nieuwkoop (COO, Hyperliquid Strategies) to explain Hyperliquid, a three-and-a-half-year-old L1 blockchain built for high-throughput exchange activity and best known for perpetual futures trading. They discuss how Hyperliquid aims to be an “AWS of on-chain trading,” enabling permissionless exchanges like Trade XYZ to list perps on assets such as major U.S. equities, gold, silver, and oil, and why decentralized custody, speed, and UI/UX differentiate it from prior DEXs. They outline HYPE tokenomics, including using ~99% of protocol fees for token buybacks and burns, and define perp pricing via funding rates. The conversation covers U.S. regulatory constraints, Hyperliquid Strategies' Nasdaq-listed DAT (PURR) formed via reverse merger to provide U.S. access to HYPE exposure, and emerging use cases like pre-IPO perps (e.g., SpaceX) for 24/7 price discovery. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Live May 28, 2026 | Yaron Brook Show(Season 12, Episode 95)Iran Latest; Cuba; Economy; CIA/Gold; Drones; Ukraine; Israel/UN; Achievements | Yaron Brook ShowIran Nears the Brink, Trump's Socialist Economics, and the CIA Gold Scandal Nobody Wants to ExplainIs the U.S. heading toward another Middle East disaster—or already in one? Yaron Brook breaks down the latest Iran negotiations, Trump's economic contradictions, Cuba policy, exploding drone warfare, the Ukraine battlefield revolution, the UN's obsession with Israel, and the technological breakthroughs reshaping the future.From inflation and tariffs to AI-driven scientific discoveries and NASA's moon ambitions, this episode connects geopolitics, economics, technology, and morality in one rapid-fire conversation. Plus: the CIA gold bar scandal, government-funded drone makers, and why today's economic data may expose the reality behind “America First” economics.Watch now and join the debate: https://youtube.com/live/7GukbL8Pg_QTimestamps00:00 – Introduction, headlines, and opening thoughts02:03 – Inside the latest US-Iran negotiations06:02 – Iran's ultimatum, US strikes, and collapsing diplomacy11:17 – Trump, Iran's economy, and regime resilience17:54 – US military operations near Cuba and the Caribbean24:19 – Cuba negotiations and foreign aid politics28:08 – GDP revisions and troubling economic signals30:52 – Inflation, consumer weakness, and falling savings35:22 – AI's impact on growth, jobs, and inequality36:59 – Markets under Trump vs. Biden39:24 – Tariffs, energy policy, and inflation comparisons41:38 – The CIA gold bar scandal explained48:27 – Why Washington is funding drone manufacturers55:42 – Ukraine's drone revolution changes warfare57:09 – The UN's relentless attacks on Israel1:00:39 – Mobile technology transforms Sub-Saharan Africa1:03:08 – AI breakthroughs in protein discovery1:06:02 – NASA's permanent moon base plans1:10:11 – Thanking Super Chat supporters1:10:43 – OCON announcement and discount code1:11:43 – Alex Epstein's climate and energy analysisLive Audience Questions1:13:17 – Moon alliances vs. “Buy American” nationalism1:13:59 – Does evil always disguise itself as morality?1:14:50 – Is Trump actually America's most socialist president?1:16:20 – Does hoarding cash secretly finance government debt?1:17:20 – Would intelligence agencies exist in pure capitalism?1:18:09 – Do you really have privacy in public spaces?1:19:59 – Enhanced sports: exciting future or dangerous gimmick?1:20:24 – Pentagon vs. SpaceX during the Iran conflict1:21:42 – Song review plans this weekend?See pinned comment for more Questions#Iran #Trump #Israel #UkraineWar #Economy #Inflation #AI #Drones #Capitalism #ObjectivismThe Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
AGENDA: 05:16 Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat! 10:39 Uber and Microsoft Declare Productivity Gains Questionable from AI 25:26 The Layoffs Continue: ClickUp and Cloudflare 34:39 OpenAI S1: Is it a Race? How Will it be Received? 38:28 Do Anthropic Rush Out Their IPO Also? 45:49 SpaceX S-1: "Why I Would Never Invest" 48:06 Why Colossus is a Stroke of Genius By Elon 51:31 Data Centers In Space is BS and Will Not Be Core to SpaceX 58:04 Polsia Raises $30M at $250M Price: Is this the Peak? 01:06:08 Exa Raises at $2.2BN to Build Search for Agents 01:14:34 Is Replacing Your CRM with Vibe Coding Always Ragebait
Are semi stocks outperforming at the expense of the Mag 7? We'll debate and look at how long that can continue. Plus, Komal Sri-Kumar joins us with his thoughts on Kevin Warsh's first move as Fed Chair. And we dig into the SpaceX IPO and its impact on the benchmarks with a market structure expert. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, we break down a wide range of market stories, starting with SpaceX’s potential IPO and what its S-1 reveals about the business. We look at the company’s major segments, including Starlink, launch services, and xAI, while discussing the massive valuation being floated and why investors may want to be cautious around the hype. We also cover Nvidia’s latest blockbuster earnings, the continued strength in AI infrastructure demand, and why the stock’s muted reaction says a lot about how much growth is already priced in. From there, we turn to Walmart, Lowe’s, and Home Depot to see what they are saying about the consumer, higher fuel costs, and the pressure still hitting DIY and housing-related spending. Finally, we discuss the start of Canadian bank earnings season with Scotiabank, including its improving return on equity, lower provisions, and why Canadian banks continue to show resilience despite concerns around the broader economy. Tickers of stocks discussed: NVDA, WMT, LOW, HD, BNS.TO Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
【大腦的高效充值工具!日日居床墊系列】 身處高壓工作環境,如果常覺得睡很久卻依然身體緊繃,代表你缺少「深層睡眠」。買一張好床墊,是提升每天生產力回報率最高的投資。最近體驗【日日居】,非常認同他們的睡眠理念 ⭐️ #日日居三眠制釋壓床墊:採用德國專利 ZEfoam 零壓科技綿,醫療級釋壓、高吸震且翻身零干擾。無彈簧設計不塌陷,通過 SGS 8萬次壓縮測試,正躺側躺都完美貼合。深層睡眠拉長,大腦開機變快!
On this episode of Have More Money Now with John Layfield, John and Conrad break down the money stories everyone's talking about, from rising gas prices compared to three years ago, to Toyota, SpaceX, and President Trump investing in a sushi restaurant. Plus, James Schlimmer joins the show for this week's real estate update, sharing what you need to be watching in today's housing market. BLUECHEW - Right now, when you buy two months of BlueChew Gold, you get the third for FREE with promo code JBL. Visit http://BlueChew.com for more details and important safety information, and we thank BlueChew for sponsoring the podcast. MORGAN & MORGAN - If you're ever injured, you can check out Morgan & Morgan. Their fee is FREE unless they win. For more information go to ForThePeople.Com/JBL or dial #LAW (#529) from your cell phone. SAVE WITH CONRAD - Stop throwing money away by paying those high interest rates on your credit card. Roll them into one low monthly payment and on top of that, skip your next two house payments. Go to https://www.savewithconrad.com to learn more. Learn more about your ad choices. Visit megaphone.fm/adchoices
Adam Parker returns to Excess Returns to explain why the market may be trading more on future fundamentals than investors think, how AI is reshaping stock selection, and why traditional valuation signals may be less useful than they once were.We discuss AI revenue exposure, software vs. semiconductors, Mag Seven positioning, gross margins, estimate achievability, spinoffs, and Adam's highest-conviction contrarian sector idea.Adam Parker on Xhttps://x.com/Adam_Parker_TriTrivariate Researchhttps://trivariateresearch.com/Trivector Researchhttps://www.trivectorresearch.comTopics covered:Why “sell in May” and other calendar-based market rules often lack statistical supportWhy Adam thinks the stock market leads the economy, not the other way aroundHow to think about whether today's AI market is a bubbleWhy the market may be trading on 2030 or 2031 fundamentalsWhen investors may start demanding returns on AI capital spendingWhy AI could create new jobs rather than simply destroy existing onesHow large AI-related IPOs like SpaceX could affect index mechanics and portfolio flowsWhy gross margin expansion is one of Adam's most important stock selection factorsWhy Adam remains cautious on software and prefers semiconductors over softwareHow valuation, quality, and other traditional factors may have changed since COVIDWhy estimate achievability and incremental margins matter more than simple beats and missesHow to think about the Mag Seven, Nvidia, and market concentrationWhy spinoffs may become more important in an AI-driven marketWhy healthcare is Adam's highest-conviction contrarian sector ideaTimestamps:00:00 Why the market may be trading on future fundamentals04:37 Is today's stock market an AI bubble?08:45 When AI capex needs to show real returns13:00 How trillion-dollar IPOs could reshape index mechanics19:00 Why gross margin expansion is such a powerful factor23:00 Why software companies face AI-driven margin pressure27:21 Where AI semiconductor exposure goes next31:54 Why valuation does not work for stock picking35:03 What has changed in markets since COVID39:22 Estimate achievability and incremental margins43:06 How to think about the Mag Seven and Nvidia47:55 Why healthcare could be the biggest AI opportunity
Despite rising inflation, a new Fed chair, and intense geopolitical volatility in the Middle East, the S&P 500 has posted its second-longest winning streak in 23 years. The market continues to surge, driven by strong corporate earnings and the rapid integration of efficiency tools like AI, proving this economic landscape is vastly different than the dot-com bubble of the past.Looking ahead, the hosts break down the massive upcoming IPOs for SpaceX and OpenAI, while highlighting a generational shift in financial infrastructure. The tokenization of stocks and the advancement of the Clarity Act signal a major regulatory milestone that will legitimize digital assets and democratize trading for long-term investors.Key Topics DiscussedRecord-breaking S&P 500 winning streaks and current market ralliesGeopolitical conflict impacts on global oil prices and inflationWhy the AI boom differs significantly from the dot-com bustExpectations and lockup periods for the SpaceX and OpenAI IPOsThe tokenization of stocks and 24-hour trading democratizationThe Clarity Act and the future of cryptocurrency regulationThe Road to Housing Act and institutional single-family home bansKey TakeawaysStock market resilience is currently driven by strong corporate earnings and positive forward guidance, overpowering short-term geopolitical noise.Artificial Intelligence is not a synthetic product but an efficiency tool, meaning current market investments are backed by highly capitalized, established infrastructure.Retail investors should approach the highly anticipated SpaceX IPO with caution, as early post-launch volatility and lockup expirations often lead to major price corrections.The tokenization of stocks and the progression of the Clarity Act will likely provide the regulatory oversight needed to usher in a new era of trust and transparency for digital assets.New homebuilders are offering aggressive incentives and rate buy-downs, making new construction more advantageous than older properties in the current high-rate housing market.Connect & Take Action:Wealth Intelligence Brief: Text "WIB" to 844-447-1555 to get Matty's free macro data, real estate intel, and crypto signals delivered to your inbox 3 times a week.Imagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.
SpaceX. Tesla. Starlink. X. The Boring Company. xAI… developing and owning ANY of these modern-day marvels would be an achievement. Two would be astonishing, and three, MIRACULOUS. But all of them? On the eve of the SpaceX IPO, Steve, Scott and Bill try to figure out how this soon-to-be-TRILLIONAIRE pulls all this off?