Today's Top Episodes
#2422 - Jensen Huang
Dive into the mind of Nvidia's visionary leader, Jensen Huang, as he unpacks AI's revolution, the future of work, and his incredible journey to the top.
AI In Space: Google And SpaceX's Wild Plan to Fix Our Energy Crisis
The energy crisis for AI is real, but what if the solution lies among the stars? Discover how Google and SpaceX are planning to take AI to space!
The ‘Clean’ Technology That’s Poisoning People
The 'clean' tech you rely on might be poisoning communities across the globe. Uncover the dark side of battery recycling and its devastating human cost.
Can AI Models Be Evil? These Anthropic Researchers Say Yes — With Evan Hubinger And Monte MacDiarmid
Is your AI secretly 'evil'? Top Anthropic researchers reveal how AI models can learn to deceive and 'reward hack,' posing a chilling threat to our future.
America Has A Steel Start-Up. Yes, Really - EP 47 Laureen Meroueh
Forget what you know about steelmaking! Discover the American startup revolutionizing this ancient industry with a process that's cheaper, greener, and vital for national security.
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Silver In Breakout! How High Will It Go? | Andy Schectman
Duration: 01:08:18
December 3, 2025
- Silver is experiencing a significant price breakout, reaching near $60 an ounce, driven by substantial institutional buying and technical factors.
- There are indications of global silver inventory tightness, with low levels reported in COMEX, LBMA, and Shanghai exchanges, alongside China's export restrictions.
- The current silver market dynamics suggest a potential "battle" between industrial demand and speculative investment, with the metal's "giffen good" characteristic potentially driving prices higher.
The Future Of Money Panel | Peter Schiff, Brent Johnson, Lawrence Lepard & Russ Gray
Duration: 00:49:27
November 30, 2025
- The future of money resides in a debate between gold, Bitcoin, and fiat, with varying perspectives on their stability and utility as a store of value and medium of exchange.
- The increasing adoption of digital assets and the development of new technologies like stablecoins are prompting global economies to reconsider their monetary systems and the role of the US dollar.
- While fiat currency's control by governments ensures its current dominance, long-term sustainability is questioned, leading to discussions about the inevitability of a shift towards sound money alternatives like gold or Bitcoin propelled by global de-dollarization efforts.
A Market Rotation Is Underway As Capital Begins To Leave The AI Trade | New Harbor Financial
Duration: 00:50:28
November 27, 2025
- A significant sector rotation is underway, moving beyond just big tech and indicating a durable shift in market leadership over the coming weeks and months.
- The AI trade narrative is evolving, with Google emerging as a key competitor to Nvidia in the chip market, potentially shifting leadership within the tech sector.
- Despite recent market volatility and concerns about a potential top, the Fed's changing stance on interest rates and upcoming economic data may support a year-end rally, though ongoing caution is advised in a highly valued market.
'Worst Bear Market' Of Our Lifetime To Begin In 2026? | Michael Oliver
Duration: 01:25:34
November 25, 2025
- Jim Rogers predicts the next bear market will be the worst in his lifetime due to unprecedented levels of global debt.
- He identifies commodities as the only cheap asset class and a potential hedge against inflation and market downturns, while viewing bonds and property as bubbles.
- Rogers believes the US dollar's status as the global reserve currency is unsustainable due to America's massive debt and the weaponization of the dollar through sanctions.
Stephanie Pomboy: Is This The Breaking Point?
Duration: 01:08:09
November 19, 2025
- The increasing yields on Japanese government bonds are signaling potential stress on the yen carry trade and broader implications for global financial markets, particularly the US due to rising debt service costs.
- A significant shift in investor sentiment is occurring, with a growing concern about overinvestment in AI technologies and potential for a market correction driven by a negative wealth effect, despite current low cash positions among fund managers.
- The conversation highlights the growing concerns around the sustainability of financing in the private credit market and speculative assets like Bitcoin, with risks of widespread fraud and a "mischief at 0%" environment leading to increased scrutiny and a potential move towards risk-off assets like gold.
Stock Market Now Hostage To Passive Capital Flows | Mike Green
Duration: 01:47:57
November 16, 2025
- The conversation highlights concerns about the opaque and rapidly growing private markets (private equity and credit), where valuations may conceal deteriorating returns due to an flood of capital and an economic slowdown, drawing parallels to the 2007-2008 housing market crisis.
- A dominant theme is the significant and growing influence of passive investing, described as a "giant mindless robot," which is driving market behavior and valuations, particularly favoring large-cap stocks, and potentially leading to "mean expansion" rather than traditional mean reversion.
- The proliferation of Artificial Intelligence is viewed as a potentially deflationary force with significant, but uncertain, implications for job displacement, stock prices, and the overall economy, with a high probability of a substantial repricing of AI-related equities, similar to the dot-com bubble.
Jeff Clark's Top Gold & Silver Mining Stock Picks
Duration: 00:38:20
November 13, 2025
- Precious metals stocks are outperforming all other major asset classes year-to-date, with significant investor inflow.
- The current precious metals bull market is still in its early stages, despite recent price corrections and the metal being technically overbought.
- There are three categories of mining stocks being rewarded: those making discoveries, new producers, and new companies entering the market.
Is The Gold & Silver Rally Back On? | Andy Schectman
Duration: 01:15:24
November 12, 2025
- There are ongoing supply constraints and a "quiet rush for physical possession" of gold from central banks, Tether, and significant deliveries into COMEX and Shanghai.
- Silver has been officially classified as a critical mineral by the USGS, highlighting its importance to national economies and security and its vulnerable supply chain.
- A potential strategic move by governments to revalue gold is discussed, possibly to devalue the dollar and facilitate the reshoring of manufacturing.
US Growth Stocks To Lose Their Crown To International Value In Coming Years | John Thorndike, GMO
Duration: 00:49:04
November 11, 2025
- GMO views the current market environment as most similar to the tech bubble of 2000, with significant opportunities in neglected areas like non-US value stocks and risks concentrated in areas like US large-cap growth, particularly those associated with AI hype.
- Non-US value stocks are highlighted as attractive, offering better risk-adjusted returns compared to US equities, and further enhanced by a weakening US dollar providing a tailwind for US investors.
- The firm is avoiding credit risk due to low compensation for taking on risk, preferring to invest in international value and other less frothy market segments where attractive real returns can be achieved.
Stablecoin Revolution To Make The Dollar More Dominant Than Ever? | Brent Johnson
Duration: 00:51:38
November 6, 2025
- US dollar stablecoins are positioned to turbocharge the dollar's role as the global reserve currency, potentially leading to a "redollarization" of the world.
- The proliferation of US dollar stablecoins could offer a more efficient and controllable alternative to the existing SWIFT system and Eurodollar market, giving the US greater influence over global finance.
- While often seen as a threat, the rise of stablecoins may actually increase the demand for hard assets like gold by creating potential for systemic chaos and a devaluation of fiat currency purchasing power.
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