Podcast Episodes
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Why Global Debt Keeps Forcing Central Banks to Print Money With Michael Howell from CrossBorder Capital
Michael Howell, founder of CrossBorder Capital and author of Capital Wars, explains how debt refinancing drives demand for liquidity, why bond yields…
1 day, 10 hours ago
Tesla Unveils a Flying Roadster After Nine Years of Hype
In this episode, we discuss Bitcoin’s bounce as bond yields ease, Anthropic’s IPO valuation debate and Tesla’s flying Roadster demonstration.
00:00 I…
1 day, 10 hours ago
Anthropic's Revenue Raises Doubts Over Its IPO Valuation
In this episode, we discuss Anthropic’s revenue and IPO valuation debate, the sell-off after hot CPI, and managing risk without giving back profits.
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2 days, 10 hours ago
Paul Tudor Jones Sees IPO Lockups Threatening 2027 Stocks
In this episode, we discuss Paul Tudor Jones’s warning about IPO supply in 2027, Bitcoin positioning ahead of CPI, and Robinhood Social’s trading exp…
3 days, 10 hours ago
KOSPI Sell-Off - Can China's Memory Push Squeeze Profits?
In this episode, we discuss the KOSPI sell-off and memory competition, crypto’s search for marginal buyers, and managing risk during fast altcoin rot…
4 days, 10 hours ago
Bitcoin Holds $80K - What Could Finally Break the Range?
In this episode, we discuss Bitcoin’s resilience near the bottom of its range, portfolio decisions after taking Zcash profits, and Citi’s forecast fo…
5 days, 10 hours ago
OpenAI's $20B Revenue Gap - Why the Numbers Don't Match
In this episode, we discuss OpenAI’s revenue reporting and AI-market sensitivity, profit-taking after the crypto sell-off, and quantum-risk narrative…
1 week, 1 day ago
Bitcoin Near $82K - Why This Dip Is Hitting Altcoins Hard
In this episode, we discuss Bitcoin’s range lows and altcoin selling, the debate over AI and cryptographic security, and Samsung Wallet and stablecoi…
1 week, 2 days ago
OpenAI's Math Results - Can Human Scientists Still Keep Up?
In this episode, we discuss OpenAI’s new mathematical results, stock-market concentration and crypto liquidations.
00:00 Introduction
00:51 Crypto Head…
1 week, 3 days ago
Dial In David Jeong from Tread.fi
David Jeong from Tread.fi explains how algorithmic execution and AI agents turn trading theses into orders, and what institutions need to access perp…
1 week, 4 days ago