1

CapEx & Chaos

Apr 30, 2026

54:55

2

WHEN THE FLOAT DISAPPEARS

Apr 23, 2026

28:34

3

SESSION 12

Apr 16, 2026

33:09

4

PEACE TALKS, PRICE WALKS

Apr 9, 2026

50:48

5

THE QUANTATOLLAH WAS RIGHT

Mar 30, 2026

43:03

6

THE COMPOSITE MAN

Mar 24, 2026

46:58

7

SAASPOCALYPSE & THE STABLECOIN WAR

Mar 11, 2026

38:09

8

IRAN CLOSED THE STRAIT. BESSENT OPENED A SHORT & THE JOBS REPORT IRAN DOESN'T CARE ABOUT

Mar 6, 2026

26:48

9

The Biggest Short You Never Heard Of: Jane Street

Mar 3, 2026

41:58

10

The AI Boom Meets the AI Battlefield: Nvidia Earnings and the Anthropic Shockwave

Feb 27, 2026

38:04

11

Tariff Verdict & Hormuz Heat: Risk on Every Front

Feb 20, 2026

38:01

12

Stage Six Signals: Ray Dalio’s Warning and the Rotation Beneath the Surface

Feb 17, 2026

41:13

13

Gray Zones & Gold Mines: GLP-1 Wars and the Rise of Prediction Markets

Feb 10, 2026

34:27

14

Debt Without a Margin Call: Saylor, Bessent, and the Genesis Project

Feb 6, 2026

33:44

15

Musk's Mega Merger, Monday 0DTE & AI Capital Spending

Feb 3, 2026

42:07

16

Six Sigma Chaos: Gold Crashes, Fed Shakeup, and the Yen Intervention That Wasn't

Jan 30, 2026

23:49

All Episodes