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All Episodes

What the Sigma — 78 episodes

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Title
1

Fed Hikes to 3.75%, 10-Year Tops 5% Into Oil Shock

2

Housing Market Split: Sub-$250K Sales Drop, Luxury Rises

3

DNB Moves $10.7B in Gold From New York to London

4

Meta's $16.7B Teen Settlement Turns YouTube and TikTok Into Targets

5

Burry's $176B AI Depreciation Short on Oracle and Meta

6

Nvidia's $500B AI Lending Deal and the GPU Collateral Bet

7

Kalshi's $36B Sports Bet Problem and 38 AGs

8

Fed Holds at 3.6% but 3 Dissents and 76% September Hike Odds

9

DeepSeek and Kimi K3 Expose Washington's China AI Contradiction

10

Apple Sues OpenAI Over $6.4B IO Products and Tang Tan IP Theft

11

9 of 18 Fed officials want hikes now versus zero in March and the chair submitted nothing

12

The $2.1T SpaceX valuation includes a $250B Twitter bundle nobody priced separately

13

$70B chasing $22B: the SpaceX retail oversubscription nobody is pricing

14

The $75B IPO where Wall Street took a discount to get in

15

Anthropic filed first and now OpenAI gets benchmarked against it

16

$49K new cars lost 1M buyers while AAA auto bonds crack

17

Anthropic just hit $965B on recycled money and pushed profits to 2028

18

Warsh blamed low rates for 2021 inflation then echoed Trump rate cuts

19

Starlink earned $4.4B while xAI burned $6.4B at SpaceX

20

Greg Brockman's $30B OpenAI stake just surfaced in court

21

The $40B unsecured bridge loan matures in Q1 2027 forcing an OpenAI IPO

22

The 28 percent versus 44 percent gasoline inflation gap nobody reconciled

23

America Needs 18000 From Every Household

24

First Insider Trading Charge Over Polymarket Bet

25

Unknown Apple Hardware Chief Inherits AI Panic

26

Anthropic AI Found 27 Year Bug Exchanges Beg

27

Hormuz Closed Oil Spike Could Crash Global Economy

28

Biggest Bitcoin Holder On Brink Of Fire Sale

29

Gold At 5100 Sparks South Africa Mining Rush

30

NYSE Turns Stocks Into 24 7 Tokenized Shares

31

14 Central Bank Chiefs Defend Powell Against Probe

32

Trump Raids Fannie Freddie Emergency Reserves 200 Billion

33

Maduro Flown To New York Hedge Funds Rejoice

34

Chevron Soars After US Raid On Caracas

35

Nvidia Pays 20 Billion For Mysterious Groq Deal

36

Stocks And Treasuries Rally While Fed Independence Wobbles

37

Chanos Burry Short Nvidia Hidden 120 Billion Debt

38

AI Stock Collapse Sparks Worst Wall Street Day

39

Anthropic CEO Calls Out YOLO AI Bubble Risk

40

Wall Street Giants Slash Billions From Bitcoin Bet

41

Nvidia Forecasts 65 Billion After GPU Sellout

42

Thiel Dumps Nvidia In Shocking AI Bubble Move

43

America Gambling With Its 38 Trillion Debt

44

The US Spent Its Rainy Day Fund in Sunny Weather

45

Buffett Hoards 382 Billion Cash In Rare Warning

46

Big Short Star Issues Enron Style AI Warning

47

Softbank Dumps Nvidia To Bet 30B On Openai

48

Stablecoin Tsunami Could Crush US Rates Forever

49

October Layoffs Hit Highest Level In Decades

50

Fidelity Jumps Into 10B Quantum Gold Rush

51

Meta CEO Embraces Reckless Spending To Win Big

52

Big Short Legend Burry Shorts Nvidia And Palantir

53

Meta Betting Billions On AI With No Plan

54

Fed Trims Rates As Shutdown Deepens Recession Fears

55

OpenAI Breaks Free From Microsoft Funding Shackles

56

Mercor Burns 1500000 Daily On AI Training

57

Fed Is Flying Blind With No Jobs Data

58

US Debt Jumps One Trillion In Two Months

59

JPMorgan Towers Over Manhattan With 60 Story HQ

60

NASA Sparks Moon Lander Bidding War

61

China Flaunts Growth Ahead Of Heated US Talks

62

Buffett Dropped A Billion On Homes Beer Gas

63

Big Tech Plans Massive China Exodus

64

Billionaire Titans Watch 70 Billion Vanish Overnight

65

America Is Quietly Racing Toward Financial Meltdown

66

JPMorgan Drops One Point Five Trillion On US

67

Buffetts Japan Investments Explode To Thirty One Billion

68

OpenAI Nvidia Loop Fuels 1 Trillion AI Boom

69

Dimon Predicts Thirty Percent Market Crash Risk

70

Dalio Urges 15 Percent Gold Amid Debt Crisis

71

Gold Skyrockets Toward 4000 Amid US Shutdown

72

AMD Stock Skyrockets As OpenAI Breaks Nvidia Hold

73

Tesla Bulls Go Wild Over AI Powered Robotaxis

74

Bezos And Goldman Chief Fear AI Market Collapse

75

US Government Shutdown Begins

76

Kalshi and Polymarket See US Government Shutdown as a Done Deal

77

Nvidia Invests $100 Billion in OpenAI Data Center

78

Fed Cuts Interest Rates for First Time of Trump's Second Term