Today's Top Episodes

How Humans Will Earn in the AI Economy with Jordan Gray from Public AI

Will AI steal your job or create new opportunities? Discover how humans will thrive in the evolving AI economy.

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Equities Are Back, Baby...! ft. Andreas Steno

Equities Are Back, Baby...! ft. Andreas Steno

Duration: 01:05:33
October 9, 2025
  • The Standard & Poor's PMI is a more reliable indicator of the economic cycle as it focuses on domestic trends and has a larger sample size.
  • Central banks are shifting liquidity creation to the private sector, incentivizing banks to lend and fueling credit growth outside of central bank balance sheets.
  • AI and data centers are consuming vast amounts of energy, making solar energy a crucial technology for scaling electricity and an arms race for intelligence per unit of energy.
September 2025: Raoul Pal The Journey Man's Monthly Recap

September 2025: Raoul Pal The Journey Man's Monthly Recap

Duration: 00:31:32
September 28, 2025
  • Ral Pal emphasizes the importance of the crypto community demonstrating that it provides good to the world, not just serving as a financial tool, to positively shift public perception.
  • The Solana mobile team is focused on building a new, open platform that is crypto-native and services mobile users, diverging from the traditional Apple/Google model that takes a 30% cut.
  • The discussion highlights the paramount importance of the liquidity cycle over the business cycle in driving financial markets, amidst concerns about debt refinancing and the impact of tech company investments.
URGENT: The Everything Code UPDATE ft. Julien Bittel

URGENT: The Everything Code UPDATE ft. Julien Bittel

Duration: 01:32:21
September 25, 2025
  • The speakers emphasize that global liquidity, driven by debasement of currency and debt refinancing, is the most dominant macro variable and key to understanding and trading market cycles.
  • Demographic trends, particularly the falling labor force participation rate, are driving massive increases in debt to GDP and are a critical factor in understanding the current economic landscape.
  • Bitcoin's price action is correlated with the ISM and macroeconomic factors, behaving as a network value asset within the business cycle, suggesting a potential for significant growth based on user adoption and time.
Is Bitcoin Giving Way to Altcoin Season?

Is Bitcoin Giving Way to Altcoin Season?

Duration: 01:09:53
September 18, 2025
  • The speaker believes a broad "altcoin season" is unlikely, especially when measured against Bitcoin performance.
  • The rise of numerous altcoins has led to market saturation, making it more difficult for investors to identify promising alternatives.
  • The speaker advocates for a long-term investment strategy centered on Bitcoin, suggesting it will outperform altcoins.
August 2025: Raoul Pal The Journey Man's Monthly Recap

August 2025: Raoul Pal The Journey Man's Monthly Recap

Duration: 00:26:55
September 10, 2025
  • Tools for Humanity was created to address challenges that arise from rapid AI development, such as the economic impact and fair access to the technology.
  • The speaker believes we have approximately six years to maximize earnings, before the current understanding of economics and markets is disrupted by an "economic singularity" caused by exponential technological growth.
  • NFTs initially failed to gain acceptance because they were linked to profile picture projects (PFPs); however, they represent a Trojan horse for decentralized trails because they allowed consumers to experience crypto without focusing on the underlying technology.
Why Solana Built a Smartphone (And Why it Might Work)

Why Solana Built a Smartphone (And Why it Might Work)

Duration: 01:03:17
September 4, 2025
  • The Solana mobile team aims to build a new mobile platform that is open, crypto-native, and caters specifically to web3 users, challenging the existing Apple/Google model.
  • Solana's strategy involves hardware as a means to an end by coalescing attention and creating strong network effects, which can then be leveraged to provide novel benefits like users being rewarded directly for their attention and engagement, like having the device effectively pay for itself.
  • A key element for success is the emergence of "can't live without" applications within the Solana mobile ecosystem, fostering seamless experiences and incentivizing greater user engagement with web3 applications.
URGENT: 3 Reasons Why 2030 Will Disrupt Your Financial Life Forever

URGENT: 3 Reasons Why 2030 Will Disrupt Your Financial Life Forever

Duration: 00:47:04
August 14, 2025
  • The speaker emphasizes the urgency of preparing for the "economic singularity" by 2030, a period of profound economic and technological change driven by exponential technologies like AI and robotics.
  • According to the speaker, AI and renewable energy are creating two multipliers, leading to massive gains that may not accrue to individuals, emphasizing the need to harness these "infinite humans" and the "productivity miracle" of cheap energy.
  • The speaker suggests investment strategies for the next six years should focus on technology and blockchain, as well as the need to embrace community and prioritize "human to human" connections in a rapidly changing world.
RV Classic: Ethereum & the Future of the Internet ft. punk6529

RV Classic: Ethereum & the Future of the Internet ft. punk6529

Duration: 02:33:20
July 31, 2025
  • NFTs are poised to transform the distribution of fine art, offering artists greater control and access to a global market.
  • The speaker believes NFTs hold the key to architects society and societal intangibles should start moving around on rails for openess, as they have the potential to unlock immense value by tokenizing cultural influence and community.
  • The conversation emphasizes NFTs and decentralization as a crucial means of preserving constitutional rights and preventing corporate or governmental overreach in an increasingly digital world.
July 2025: Raoul Pal The Journey Man's Monthly Recap

July 2025: Raoul Pal The Journey Man's Monthly Recap

Duration: 00:27:48
July 27, 2025
  • The podcast highlights the potential for a weak dollar, influenced by cyclical factors, to act as a tailwind for markets and risk assets.
  • Stablecoins are gaining traction, especially among corporations, due to the need for dollar access, faster transactions, and programmable money, with the total addressable market (TAM) poised for significant growth.
  • The discussion emphasizes how debasement of fiat currency impacts asset prices, suggesting that only tech stocks and crypto have consistently outperformed debasement and that AI might be a catalyst for the integration of crypto in traditional finance.
The Future Economy is Decentralized ft. Sandy Kaul

The Future Economy is Decentralized ft. Sandy Kaul

Duration: 01:12:52
July 17, 2025
  • Franklin Templeton is focused on using tokenized money market funds to rewire collateral processes and facilitate seamless movement between stablecoins.
  • The industry is shifting from account-based systems to wallet-based ecosystems, giving rise to personalized and composable 21st-century portfolios and potentially challenging the traditional concept of corporate equity.
  • Traditional custodians should transition to key managers securing cryptographic keys for wallet access; this will be crucial for enabling self-custody of assets in an increasingly decentralized and programmable financial landscape.