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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Economic Singularity: How AI Will Change Everything
Duration: 01:04:39
December 11, 2025
- The concept of an "economic singularity" is predicted around 2030 due to the exponential growth of AI and robotics, leading to an unknowable future economy.
- The current economic cycle, and the one following a potential pause and contraction, are seen as the last predictable phases before a major shift.
- The rapid advancement of AI and uncertainty about energy constraints create an unpredictable future where nobody truly knows what lies beyond.
Is the Four-Year Cycle Dead? ft. Yat Siu
Duration: 01:13:31
November 27, 2025
- The emerging "Clarity Act" in the U.S. is positioned to be a significant catalyst for mainstream tokenization, impacting everything from gaming assets to broader financial systems and forcing global responses similar to the impact of the stablecoin legislation.
- Tokenization's power lies in its ability to create digital capitalism, making previously non-financialized assets like culture and attention financially accessible, thereby fostering global financial literacy and empowering individuals and communities by granting ownership and facilitating direct participation.
- Animoca Brands is evolving into a permanent capital vehicle, offering investors broad exposure to the growth of the utility-focused crypto ecosystem beyond major assets like Bitcoin, leveraging its extensive portfolio and on-chain infrastructure to generate yield and become an "altcoin index" for the market.
The Bull Case vs. the Bear Case ft. Chris Burniske
Duration: 01:25:12
November 20, 2025
- Stocks are outperforming equities this year, with the S&P up over 6% and the NASDAQ up 16%.
- Bonds offer attractive yields, with a six-month T-bill paying nearly 5%, making them a compelling alternative to the current risk-reward of equities.
- Equity valuations are currently above their 30-year historical averages, with an equity risk premium at a multi-year low, suggesting caution for new investments in stocks.
The End of Recessions is Closer Than You Think ft. Jordi Visser
Duration: 01:12:29
November 6, 2025
- The accelerating advancement and adoption of AI are poised to significantly disrupt the labor market by replacing knowledge workers, leading to potential economic shifts and a reevaluation of employment and income.
- The current economic landscape is characterized by a "K-shaped" recovery, where the wealthy and tech-leading companies benefit disproportionately, while reliance on credit and interest rates impacts the lower end.
- The growth of the digital economy, driven by AI and stablecoins, is creating a new global capital flow, potentially strengthening the US dollar's dominance while presenting new challenges and opportunities for traditional financial systems.
October 2025: Raoul Pal The Journey Man's Monthly Recap
Duration: 00:26:01
November 2, 2025
- The discussion highlights a shift in how crypto assets should be viewed, moving from a separate category to integral networks for tokenizing all traditional assets.
- Meme coins are analyzed as a disruptive force in capital formation, demonstrating rapid global liquidity pooling and challenging traditional venture capital models.
- The conversation emphasizes a significant shift in liquidity creation from central banks to the private sector and treasury, driven by policy decisions to manage debt and inflation.
The Last Economy: Predicting the AI-Driven World
Duration: 01:27:59
October 30, 2025
- The conversation explores the concept of an "economic singularity" driven by AI, suggesting that AI will soon perform most cognitive labor more efficiently and cheaply than humans.
- A new economic theory is proposed that redefines capital beyond material goods to include intellectual, network, and diversity capital, all solvable with generative AI mathematics.
- The discussion highlights the dramatic deflationary impact of AI, the potential collapse of traditional labor markets, and the future role of humans and value creation in an AI-dominated economy.
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
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
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?
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.