The Biggest Hedge Fund Blow-Up of 2026 EXPLAINED: Situational Awareness

The Biggest Hedge Fund Blow-Up of 2026 EXPLAI...

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What Just Happened to AI Stocks??

*Note: This episode was recorded before news broke of Situational Awareness' unwind, which gives us much better insight into the pace and magnitude of the move in the Korean markets specifically.* Chips, China, and credit. The three forces tearing through the AI trade right now, ...  Show more

Why Jamie Dimon Won't Buy Stocks OR Bonds Right Now

Short interest in the S&P 500 is sitting near its highest level since 2010, Jamie Dimon says he won't touch US stocks or Treasuries at these prices, and SpaceX is the ninth-most-shorted stock in the market ahead of its very first earnings report. So this week we're asking: why is ...  Show more

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