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

(0:00) Bestie Intros (3:22) Anthropic S-1 Breakdown: Greatest Business Ever? (32:47) AI's Biggest Problem and Anthropic's Doomer Showdown (1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong? (1:14:17) Final Midterms Predictions and Scenarios Follow the best ...  Show more

(0:00) Welcome Will Ahmed, CEO of WHOOP (0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot (6:59) Inside 50 Billion Hours of 24/7 Health Data (19:31) WHOOP's AI Coach, Journal Insights & GLP-1 Tracking (34:57) WHOOP vs. the FDA & Competitor Wearables (44:33) Lightning ...  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