All Episodes
BID/ASK — 16 episodes
CapEx & Chaos
WHEN THE FLOAT DISAPPEARS
SESSION 12
PEACE TALKS, PRICE WALKS
THE QUANTATOLLAH WAS RIGHT
THE COMPOSITE MAN
SAASPOCALYPSE & THE STABLECOIN WAR
IRAN CLOSED THE STRAIT. BESSENT OPENED A SHORT & THE JOBS REPORT IRAN DOESN'T CARE ABOUT
The Biggest Short You Never Heard Of: Jane Street
The AI Boom Meets the AI Battlefield: Nvidia Earnings and the Anthropic Shockwave
Tariff Verdict & Hormuz Heat: Risk on Every Front
Stage Six Signals: Ray Dalio’s Warning and the Rotation Beneath the Surface
Gray Zones & Gold Mines: GLP-1 Wars and the Rise of Prediction Markets
Debt Without a Margin Call: Saylor, Bessent, and the Genesis Project
Musk's Mega Merger, Monday 0DTE & AI Capital Spending
Six Sigma Chaos: Gold Crashes, Fed Shakeup, and the Yen Intervention That Wasn't