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The Market Is Splitting In Two — How Do We Navigate it?
This week, we discuss why the market is splitting in two and how to navigate the dispersion regime. We deep dive into rally warning signs and alt sea…
2 months, 4 weeks ago
Is This The End Of Crypto?
This week, we discuss whether this is the end of crypto as we know it. We deep dive into Michael Saylor's "Egg Man" problem and why his Bitcoin posit…
3 months ago
Sticky Inflation + Energy Prices: End of the Rally or Pause?
This week, we discuss whether the rally is over or just pausing as markets sit near all time highs. We deep dive into sticky inflation and high energ…
3 months, 1 week ago
Is The Soft Landing Officially Dead?
This week, we discuss whether inflation is officially back and what it means for the AI megatrend. We deep dive into Micron crossing $900B, the memor…
3 months, 2 weeks ago
Is This The Everything Rally?
In this episode, Avi and Jonah react to markets ripping to all-time highs in a classic lockout rally (fade everything except socialism), break down t…
3 months, 3 weeks ago
Markets Hit A New All Time High, Whats Next?
This week, we discuss what's next for markets as we reach new all time highs. We deep dive into is the market rally broadening out, what's driving BT…
4 months, 1 week ago
How To Position During an Oil Price Shock
This week, we discuss how to position your portfolio during an energy price shock due to the ongoing conflict in Iran. We deep dive into what's drivi…
4 months, 3 weeks ago
Why Perps Are Taking Over | Kaledora Kiernan-Linn
This week, Kaledora Kiernan-Linn joins the show to discuss the growth of Ostium. We deep dive into Kaledora's background as a ballet dancer before la…
5 months ago
Hyperliquid's Breakout Moment and Trades For 2026
This week, we discuss why 2026 signals Hyperliquid's breakout moment as crypto and traditional finance continue to merge. We deep dive into why the e…
5 months, 1 week ago
Why Crypto Will Grow 10x in The Next Decade | Dan Tapiero
This week, Dan Tapiero joins the show to discuss the current state of crypto. We deep dive into Dan's outlook for investing in digital assets over th…
5 months, 1 week ago