The FAKE Iran War Headline, AI Shrinkflation, China K*LLED Claude AI, GoodAlexander & David Choi, Exit Liquidity - Threadguy: April 23rd, 2026

from Threadguy Live · host Counterparty

Threadguy breaks down a market that shrugged off a fake Iran-strike oil whipsaw to print another all-time high, pulling the French Revolution for context and asking why it's gay to be a bear in 2026. Good Alexander and David Choi then join to unpack the AI-dollar thesis, the most consequential model release since Llama, and why Wall Street is quietly the second-biggest business in AI.

Episode metadata supplied by the publisher feed · Published Apr 24, 2026

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The FAKE Iran War Headline, AI Shrinkflation, China K*LLED Claude AI, GoodAlexander & David Choi, Exit Liquidity - Threadguy: April 23rd, 2026

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