All Episodes
Milk Road AI — 83 episodes
There’s a 50% Chance AI Kills Us by 2050
The AI Power Crisis Is Creating a Huge Opportunity
The Bull Case for Software in the AI Era
The Next AI Rally Already Started
The Next Winners of the AI Data Center Boom
Will AI Trade Stocks Better Than Us?
One Catalyst Could Make This Stock Blow Up in Two Weeks
Robinhood’s AI Bet Is Bigger Than Anyone Realizes
Memory Stocks Are Crashing, Should You Buy the Dip?
Are NeoClouds the Biggest Buying Opportunity Since Micron?
The Next 12 Months Will Make or Break AI
Teradyne Could Win BOTH the Chip and Robotics Boom
3 Ways to Profit From the Biggest AI and Robotics Boom in History
This AI Selloff Is the Biggest Buying Opportunity Yet
Missed Micron? The $7.5 Trillion Robotics Boom Starts Now
The Formula Institutional Investors Use to Beat the Market w/ Adam Parker
Eli Lilly Is Up 2x This Year And That’s Just the Beginning
The Rotation That Could Create the Next 10x Stocks
What A World Governed By AI Could Actually Look Like
Micron Is Going to $4,000!
3 Stocks We Think Can Beat The AI Infrastructure Trade w/ Kyle Reidhead
The Last 90 Days in AI Compressed an Entire Decade. Here's What Actually Changed
The Chip Company the AI Crowd Isn't Watching Yet
The Next Most Valuable Company In The World?
Will SpaceX IPO Mark The Top For AI Stocks? w/ Bradley Freeman
The Next Micron? This AI Stock Is Flying Under The Radar
The $1 Trillion Tech Sell-Off: Panic or the Best Entry of the Year?
A 200x Market Almost Nobody Is Talking About Yet
The AI Model With An Unfair Advantage Over ChatGPT
Why NeoClouds Could Become The Biggest AI Winners
What The Economy Looks Like When Machines Can Pay Each Other
AI’s Next Trillion-Dollar Opportunity Is Hiding In Plain Sight
The Biggest Shift In Finance Since The Internet w/ Stephen Mackintosh
Infinite Compute Demand, AI Energy Crisis & Why This Cycle Could Last Years
Why SpaceX Wants To Put AI Data Centers In Orbit
“Scarcity Will Become Priceless”: The Next AI Investment Thesis
OpenAI Missed Revenue Targets… Is the AI Bull Market in Trouble?
By 2035, Most Grand Challenges Facing Humanity Will Be Solved w/ Dr. Alex Wissner-Gross
NVIDIA CEO’s Biggest AI Warning: AI Tokens Will Decide Which Companies Survive
Why AI Will Destroy More Jobs Than the Internet Created w/ David Haber
The AI Data Center Trade: Why Bloom, Nebius, and Credo are Ripping
Anthropic's Secret Model Is Too Dangerous to Release… It Triggered Emergency Bank Meetings w/ Amit
Global Chaos Is Rising… So Why Are We Buying?
The Free Internet is Officially Dead. Prepare For The AI Economy w/ Sam Ragsdale
The #1 Skill You Need to Win in the AI Era w/ Kyle Reidhead
SpaceX + Tesla + xAI: The $25B Mega Bet to BREAK NVIDIA's Chokehold
AI Just Hit an Inflection Point... ARK Invest Explains What Changed w/ Frank Downing
AI Will Run the Economy… Here’s What to Buy Before It Happens (Full Portfolio Reveal) w/ Kyle Reidhead
AI Is Where the Internet Was in the Early 2000s w/ Puru Saxena
Why Oil Prices Could Decide the Future of AI w/ Kyle Reidhead
AI vs Humans: What Jobs Survive the Next 10 Years?
The Industry AI Is Disrupting the Most (And Nobody Is Talking About It) w/ Kyle Reidhead
Warren Buffett Is Selling… Is an AI Market Crash Coming? w/ Fin Tek
The Viral “2028 Global Intelligence Crisis” Essay Explained: Is the Economy Doomed? w/ Kyle Reidhead
Why Your First Humanoid Robot Won’t Be at Home... It’ll Be at Work
How Apple Could Beat Amazon, Google & Microsoft in AI w/ Ejaaz
The Deflationary Singularity: Why Everything is Going to ZERO w/ Salim Ismail
The Autonomous Driving Race Is Already Over w/ Kyle Reidhead
The Economic Singularity Will Make Today’s Economy Unrecognizable w/ Dr. Alexander Wissner-Gross
Anthropic’s Rise: Is OpenAI Losing Its Lead? w/ Patrick & Duncan
6 Winning AI Stocks Beyond Nvidia and Big Tech w/ Ronnie
OpenAI’s Revenue Ramp Kills the AI Bubble Narrative w/ Duncan & Patrick
Google and Anthropic Are Pulling Away From Everyone Else w/ Ejaaz
This AI Infrastructure Stock Has a Massive Head Start w/ Duncan & Patrick
The AI Market Has Entered a New Phase: Here’s Where the Real Alpha Is in 2026 w/ Amit
2026 Is the Year AI Might Replace Your Job w/ Duncan & Patrick
The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest
The AI Investing Playbook Nobody Talks About w/ Ronnie
Why AI Is the Biggest Investment Shift Since the Internet w/ Kris Patel
Why Physical AI Is the Most Important AI Investment of the Decade w/ Patrick & Duncan
AI Isn’t Overpriced... The Market Is Still Massively Underestimating It w/ Eric Jackson
The AI Bubble Fear Is Wrong... What the Market Is Missing w/ Duncan & Patrick
The AI Trade Isn’t Over: Why We’re Only in Year 3 of a 10-Year Buildout w/ Dan Ives
How Power and Edge AI Are Redefining the U.S.-China AI Competition w/ Patrick & Duncan
The Macro Force of the Decade: How AI, Energy & Geopolitics Are Merging w/ Kim Isenberg
Is OpenAI Losing the Race to Google? Why Compute Is About to Go Vertical w/ Duncan & Patrick
Amit’s AI Playbook: 5 AI Stocks With Massive Upside Most Investors Are Missing
Inside the AI Cold War: Why Compute, Power, and Chips Decide Everything w/ Patrick & Duncan
The 2 Best AI Stocks to Own: Why Google & Tesla Are Untouchable w/ Ejaaz
Nvidia Just Validated the Entire AI Trade w/ Patrick & Duncan
The Massive AI Build-Out No One Is Pricing In Yet w/ Salim Ismail
Why We Are NOT In An AI Bubble & How To Invest Across The Full AI Stack w/ Patrick & Duncan
Why Mike Novogratz Thinks We’re in an AI Bubble & How He’s Playing It