Trump Rally or Bessent Put? Elon Back at Tesl...

(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

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ...  Show more

Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick break down the fiery Musk - Trump feud as Elon threatens to back Trump’s biggest GOP critic and oppose his “Big, Beautiful Bill,” the rise of socialist Zohran Mamdani in the NYC primary despite a wave of anti-Musl ...  Show more

0:48 Jason intros Iain Thomson & Kristen Dumont 1:58 Iain on the grim state of his WeWork office 4:34 Bezos phone hack, Saudi interference 15:12 DJ Elon plays Jason out of the break 16:45 $TSLA vs. $TSLAQ, Elon haters & more 23:07 Airborne Tesla in LA 27:30 Coronavirus effects on ...  Show more

Kara and Scott break down Alphabet's strong earnings, and why the company continues to dominate. Then, the Trump meme coin grift that's raising serious corruption questions. Plus, Trump appears to flip on Ukraine, Treasury Secretary Scott Bessent says all the tariff chaos is just ...  Show more