Episode Details

James Thorne joins Mark Moss to explain why stocks, the bond market, AI, and Bitcoin are all signaling the same regime change, why the U.S. has to grow its way out of extreme debt with non-inflationary supply-side policy, and why Bitcoin looks like a coiled spring with Kevin Warsh and other top US Government officials as advocates. They discuss Trump, Scott Bessent, yield curve control, Japan and the yen carry trade, what Bitcoin’s 200-day EMA is signaling, the AI CapEx cycle, MicroStrategy, and why James believes most investors are watching the wrong signals while a unique 5-to-7 year window to build wealth is still open. ___________________________________________________________________________________________
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TIMESTAMPS:
0:00 – Episode Trailer
0:39 – Equities, Bonds, AI, & Bitcoin: Four Stories or One Regime Change
2:10 – Bessent, Warsh, Japan & Yield Curve Control
6:07 – Growing Out of Debt: GDP, AI Productivity & Compute
10:22 – Bitcoin Is A Coiled Spring Right Now
13:30 – Sponsor: Protect Your Bitcoin Inheritance with Unchained
14:49 – The Signal That Bitcoin's Turn Has Begun: 200-Day EMA
20:52 – 60-day review: YCC, Iran, Trump not toning down, midterm risk
25:14 - Sponsor: Turn Your Taxes Into Bitcoin with Blockware
26:14 - Why The Fed Is Too Tight, Iran & Strait of Hormuz Oil Shock
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34:42 – AI Trade Cycle: Nvidia, Laggards & Deleveraging
40:35 - MicroStrategy, Saylor & Digital Capital
46:32 – Sponsor: Take Control of Your Money with Rumble Wallet
47:41 - Portfolio Construction: When Cycles End & Owning The S&P
53:38 – Hardware vs Software, Banks, Charts & Patience
56:20 – Closing: Don’t Mess Up This 5–7 Year Window ___________________________________________________________________________________________ 

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