E84: Markets update, crypto collapse, Russia/...

(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity (16:23) H-1B abuse and the massive $1T+ ...  Show more

(0:00) Satya Nadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products? (14:22) Economic incentives for frontier lab doomerism, where the A ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:22 - What is happening between the United States and China with chip manufacturing? 04:55 - Is the FED being weaponized against Russia and China? 23:11 - What should people expect in the energy sector moving forward? 29:54 - Zoltan Pozsar's quote ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:15 - Thoughts on the dollar remaining a global reserve currency. 06:40 - How much the fixed income market and inflation is going to influence the broader market conditions. 11:55 - Will negative interest rate spreads really matter that much? 20:1 ...  Show more

Preston Pysh and Luke Gromen talks about the current events unfolding around the Fed’s current rate hike pause, whether this is it or will they keep on tightening in future meetings. They talk about the energy market, its impact on treasury yields, the Bitcoin shift that’s curren ...  Show more

Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed PoliciesIn this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut expectat ...  Show more