E334: Milkin' It

NEWS EP! Sean reports back from the a Beverly Hills Hedge Fund summit. Europe goes solar punk. US debt passes GDP as Project Freedom fails, and the Mideast bases lie in ruin. Is America through, or just through being cool? Billionaires Unfazed by Iran: https://giftarticle.ft.com/giftarticle/actions/redeem/19bda51e-fb62-4432-bc37-b9b425f19edd Labor Market Unfazed by Iran https://giftarticle.ft.com/giftarticle/actions/redeem/57482c61-164e-4f48-8214-370b269ac7b6Europe Solar/Iran War: https://www.nytimes.com/2026/05/08/business/europe-solar-panels-iran-war.html US Debt Milestone: https://www.nytimes.com/2026/05/07/business/us-debt-trump-policies-budget.htmlThis (US base) Wreckage: https://www.cnn.com/2026/05/01/world/video/us-military-bases-iran-strikes-images-invs-digvid"Operation Trust Me Bro" : https://www.forbes.com/sites/siladityaray/2026/05/07/top-iran-negotiator-mocks-operation-trust-me-bro-and-questions-reports-of-trumps-peace-proposal/Saudi/Kuwait Cold Feet — Gulf states pulling back from US posture on Hormuz https://www.nytimes.com/2026/05/07/us/politics/trump-strait-of-hormuz-saudis.htmlIran Economic Wreckage: https://www.nytimes.com/2026/05/10/world/middleeast/iran-economy-layoffs.htmlAmerica is through being cool? https://www.nytimes.com/2026/05/10/opinion/vintage-clothes-america-cool-culture.htmlSong: Nirvana - Milk It