Today's Top Episodes
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
Ever wondered how to truly fix the Fed and use tariffs strategically? This episode lays out a bold vision for America's economic future.
Why Americans Are Falling Behind on Auto Loans At Their Highest Level Ever
Your car loan might be riskier than you think. Discover why Americans are falling behind on auto payments at historic levels and what it means for the economy.
Transform Pain & Trauma Into Creative Expression | David Choe
Can pain truly be transformed into power? Explore how trauma can fuel profound creative expression and personal healing in this captivating conversation.
How to get rich with stocks (without math, charts or models)
Forget the charts and complex models. Learn a radical new way to get rich in stocks by simply observing the world around you.
OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence
The AI race is heating up! Discover OpenAI's next big move, Google's game-changing model, and why Microsoft's Copilot is struggling against the competition.
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Crypto Market Structure Slips to 2026
Duration: 00:12:32
December 18, 2025
- The Federal Reserve's recent meeting was perceived as more dovish than hawkish by many, impacting market sentiment.
- Regulatory concerns, specifically surrounding the Clarity Act, are identified as a more significant threat to crypto than the usual four-year cycle FUD.
- The conversation touches upon the surprising rise of silver as a top asset and the ongoing debate about the AI bubble and its long-term implications.
The Five Most Important Stories in Crypto Last Week
Duration: 00:10:55
December 13, 2025
- The Federal Reserve is exploring ways to integrate stablecoins and other fintechs directly into the Fed settlement system, signaling a significant shift in crypto's role within traditional finance.
- A proposed "gold to Bitcoin" capital rotation gained some traction but quickly fizzled out, highlighting the speculative and often fleeting nature of crypto market narratives.
- The pardon of Binance founder Changpeng Zhao (CZ) by Donald Trump is viewed by many as a boost for the crypto industry but also raises concerns about perceptions of corruption and future policy challenges.
The Fed Is Fracturing
Duration: 00:10:16
December 12, 2025
- The current market is significantly overvalued and poised for a major bubble burst, comparable to 1929 and the early 2000s tech bubble.
- Falling oil prices are identified as the likely trigger for this bubble burst, which will likely lead to the collapse of the fracking debt sector and widespread high-yield bond defaults.
- The impending financial crisis is expected to be more severe than 2007-2008 due to higher global debt levels and weakening demographics, with stock markets potentially peaking in mid-to-late March.
Bitcoin Treasury Honeymoon Ends
Duration: 00:11:49
December 11, 2025
- High-quality fixed income serves as a crucial hedge against equity market volatility, rather than solely for yield generation.
- Investors may misunderstand that total return in fixed income can stem from factors beyond just the stated yield, particularly when yield curves are steep.
- Considering moving out along the yield curve might be beneficial, though intermediate maturities are currently less favorable.
MicroStrategy’s Big Buy Raises New Questions
Duration: 00:10:18
December 10, 2025
- A crucial MSCI decision regarding companies with over 50% of assets in digital currencies could force significant selling of MicroStrategy shares.
- MicroStrategy's "infinite money glitch" strategy has collapsed as its stock now trades at a discount to its held Bitcoin, hindering its ability to buy more.
- Despite potential short-term volatility due to a possible MSCI exclusion and a cash crunch, the long-term impact on Bitcoin is likely limited as the network is robust and adoption is increasing.
Crypto Regulation Hits a DeFi Wall
Duration: 00:12:42
December 9, 2025
- The primary challenge in highly regulated industries is the lack of constructive dialogue between businesses and regulatory agencies, leading to implementation breakdowns.
- Major crypto companies like Coinbase and Kraken have faced significant issues due to this breakdown in communication with agencies.
- The Clarity Act is highlighted as potentially having the most significant impact by addressing the procedural communication issues that plague regulated sectors.
Tokenization’s Starting Gun
Duration: 00:11:10
December 4, 2025
- Tokenization of data is becoming a critical compliance issue, driven by volume-based transaction metrics and requiring businesses to understand triggers and properly evaluate their flow of funds.
- Audits and risk assessments are increasingly incorporating questions about tokenization, with expectations that all businesses will eventually need to comply, regardless of size.
- Businesses must proactively inventory their customer data, particularly Personally Identifiable Information (PII), and ensure appropriate safeguards are in place to comply with evolving financial privacy and state-level regulations.
The Walls Around Crypto Are Finally Cracking
Duration: 00:10:46
December 3, 2025
- The $1920 level in gold has shown significant strength and resistance over an extended period.
- Price action indicates a period of accumulation, with considerable trader interest around the $20 and $23 levels.
- The host offers educational content and trade examples in a VIP service, emphasizing it's not financial advice.
Bitcoin’s Worst November in Years
Duration: 00:12:10
December 2, 2025
- Bitcoin's November has seen a significant downturn, largely attributed to overleveraged participants and unsustainable projects being removed from the market.
- Despite historical November strength, this year's performance suggests a potential shift, with some analysts viewing the dip as a strategic buying opportunity.
- The early launch of spot Bitcoin ETFs in 2024 is disrupting traditional 4-year cycles and may signal a paradigm shift due to increased institutional involvement.
Bitcoin’s Fragile Recovery
Duration: 00:11:39
November 26, 2025
- The podcast discusses the volatility of Bitcoin and argues that its historical price action shows recurring cycles of sharp declines followed by new all-time highs.
- The speaker is not worried about the current crypto crash due to the observed historical patterns and the increasing mainstream adoption and interest in cryptocurrencies.
- The conversation highlights that Bitcoin and NFTs are here to stay and are expected to rebound and reach new highs over time, despite current market downturns.
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