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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Bitcoin, AI & the Next Macro Shift Investors Aren’t Ready For | Jordi Visser
Duration: 00:47:04
December 20, 2025
- The market may see a rotation from crowded AI infrastructure leaders to "forgotten misfits" as the focus shifts from LLMs to VLMs and embodied AI.
- AI is currently siphoning investment away from other growth areas like Bitcoin, but this trend is expected to change, potentially benefiting crypto.
- To thrive in the AI era, individuals and businesses must become "AI native," focusing on managing AI agents to amplify productivity and revenue per employee.
Larry Fink Is RIGHT About Bitcoin | Anthony & John Pompliano
Duration: 00:41:38
December 16, 2025
- Bitcoin is viewed as an asset of fear, similar to gold, but its price is also influenced by decreasing uncertainty and large holders selling call options.
- Bitcoin's volatility has remained suppressed, which, while reducing downside risk, also implies lower expected upside and instills confidence for larger capital inflow.
- The perceived narrative around Bitcoin is shifting as younger generations ascend to positions of power within financial institutions, influencing its adoption and future role in the economy.
How Fed Rate Cuts Affect Bitcoin, AI & The Market | Jordi Visser
Duration: 00:49:32
December 13, 2025
- The Federal Reserve's recent dovish stance, including a 25 basis point rate cut and a commitment to asset purchases, signals a supportive environment for risk assets like gold and Bitcoin.
- The market is shifting away from the dominance of tech giants ("hyperscalers") towards a focus on hardware and physical infrastructure required for AI advancements.
- Embodied AI, extending beyond humanoids to devices like phones and computers, represents a significant transition from software to hardware, creating opportunities in component makers, commodities, and companies enabling these advancements.
Why Bitcoin’s Next Big Move Is Closer Than Everyone Thinks
Duration: 00:49:18
December 11, 2025
- The discussion posits that oil prices are the primary driver of inflation, and current low energy costs suggest deflationary forces are dominant, challenging the prevailing inflation narrative.
- The conversation highlights a divergence between mainstream media narratives and actual economic data, suggesting that affordability is not as dire as often portrayed and that many segments of the population are experiencing significant economic progress.
- The speaker argues that the US economy offers unparalleled social and economic mobility, and that while external factors and systemic issues exist, individual agency and hard work are the most significant determinants of success.
Bitcoin vs. The Fed: Who Wins in 2026? | Jeff Park
Duration: 00:33:19
December 10, 2025
- The Federal Reserve's focus on labor market concerns is driving expectations of accelerating rate cuts and potential liquidity injections, complicated by an AI-driven investment boom that creates a "K-shaped" economy.
- AI's potential to replace human capital fundamentally differentiates it from past technological revolutions, posing unique challenges for job displacement and societal structure that may require new forms of quantitative easing focused on industrial policy.
- Bitcoin's current narrative of wealth creation and self-determination faces a unique challenge from the widespread optimism and existential need surrounding AI, despite Bitcoin's strong historical performance and its potential as a tool for global financial inclusion.
Is the Fed About to Trigger the Next Bitcoin Boom? | Anthony & John Pompliano
Duration: 00:36:41
December 9, 2025
- The Federal Reserve faces a complex decision with a weakening labor market and disinflationary pressures in inflation figures, even amidst internal policy dissent, making a 50 basis point cut a strong argument though a 25 point cut is expected.
- Bitcoin's unique, fixed monetary policy acts as a catalyst for the global economy to react to its actions, contrasting with the Federal Reserve's reactive approach to historical data, with a potential future shift towards private, real-time data analysis.
- Bitcoin miners are increasingly transitioning to AI infrastructure providers by repurposing their energy, power, and data center assets to monetize compute power in a supply and demand driven market, similar to early GPU use cases.
Bitcoin & AI Just Hit A MAJOR Inflection Point | Jordi Visser
Duration: 00:49:50
December 6, 2025
- The conversation highlights Bitcoin's current inflection point, drawing parallels to the impact of ChatGPT and emphasizing its correlation with the momentum factor in the stock market, especially in relation to retail investor sentiment.
- A significant theme is the shift from "LLMs" (textual AI) to "physical AI," which involves integrating AI into tangible products and machines, creating potential for major economic shifts and benefiting companies involved in hardware and infrastructure.
- The discussion explores the deflationary nature of AI and innovation, contrasting it with the Fed's potential need for easy monetary policy to counteract these pressures and moderate asset price inflation, ultimately leading to the idea that "work will be optional."
Bitcoin Adoption Is Spreading To Unexpected Places | Seamus Rocca
Duration: 00:30:33
December 5, 2025
- The average Zappo customer is middle-aged (45+) and holds a long-term investment mindset towards Bitcoin, often viewing it as digital gold for wealth preservation rather than a speculative trading asset.
- Bitcoin adoption is surprisingly strong in emerging markets, where individuals see it as a crucial store of wealth to hedge against hyperinflation and government confiscation, contrasting with its perception in more developed economies.
- The introduction of Bitcoin ETFs has indirectly benefited companies like Zappo by legitimizing Bitcoin as an asset class and accelerating the development and regulatory acceptance of adjacent financial products, such as borrowing against Bitcoin and yield-generating services.
What Happens to Bitcoin When the Fed Finally Cuts? | Darius Dale
Duration: 00:29:13
December 4, 2025
- The Federal Reserve is experiencing deep divisions among its members regarding interest rate policy and the neutral rate, leading to uncertainty about future rate cuts.
- There's a "K-shaped" economy, where low to median income households and small businesses are in a prolonged recession, while large corporations and high-income individuals are faring much better, potentially exacerbated by Fed policy.
- The market anticipates structural regime change at the Fed, possibly involving balance sheet expansion through "reserve management operation purchases," a move that could be crucial for market stability given crowded bullish positioning.
Did The Next Bitcoin Cycle Just Start? | Jeff Park
Duration: 00:40:19
December 3, 2025
- Crypto's current bearish sentiment is amplified by internal disagreements, the overshadowing impact of AI on mindshare, and a departure from its original ideological mission due to mainstream adoption of tokenization that benefits from efficiency rather than censorship resistance.
- Bitcoin's perceived value is shifting from a technological play to a macro asset, with its price action influenced by institutional behavior, a more complex cycle driven by holding periods, and its role fluctuating between a risk-on and risk-off asset.
- Tether, despite FUD regarding its asset backing, is argued to be a "theoretically insolvent" but liquid and profitable entity, similar to traditional fiat systems, with significant equity cushion and profit generation to meet redemption demands.
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