Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
David Hay argues that the 'Fourth Turning' crisis period is triggering an end to American market exceptionalism, with capital already rotating out of overvalued US equities into international markets and hard assets, requiring investors to take profits on parabolic moves and raise cash.
Market strategist Chris Vermeulen analyzes the initial market reaction to US strikes on Iran, interpreting oil's 11-12% spike as a temporary capitulation move within a bearish trend and viewing stocks' sharp morning reversal as evidence of persistent "buy the dip" mentality, though he remains defensive in cash.
Following the death of Iran's Supreme Leader in US-Israeli strikes, Iran faces a historic transformation as a polarized population reacts with both street celebrations and religious mourning, while the regime struggles to maintain control through pre-planned succession mechanisms despite losing its top leadership.
Monday.com CEO Eran Zinman confronts the 'SaaS apocalypse' sentiment that has slashed software valuations, arguing that while AI threatens to reduce legacy tools to passive databases, companies that pivot to agentic software capable of autonomously executing 70-80% of work will capture a market expanding 100x as enterprise spending shifts from headcount to technology.
The US offensive against Iran is driven primarily by economic imperatives to protect over $2 trillion in Gulf investment commitments, with Trump prioritizing aerial strikes and regime destabilization over ground invasion to secure regional stability and oil flow through the Strait of Hormuz.
Dr. Alok Kanojia argues that lasting mental health transformation requires changing fundamental self-concept and tendencies rather than forcing behavioral control through willpower, while warning that modern emotional awareness culture often masks narcissistic patterns and erodes critical distress tolerance.
A speculative Catrini Research blog post titled "The 2028 Global Intelligence Crisis"—imagining AI-driven mass unemployment and a 38% market crash—caused real selloffs in software and private credit stocks, revealing a dangerous decoupling of market volatility from fundamentals while creating buying opportunities for disciplined investors.
Veteran resource investor Rick Rule explains why he liquidated his physical silver position before the recent 30% single-day crash, distinguishing between gold as a savings asset and silver as speculation, while warning that oil prices could spike dramatically if Iran disrupts the Strait of Hormuz.
A crypto trader explains executing a pre-planned Bitcoin long position at $65.8k during a Sunday retest of the anchored VWAP, emphasizing that this was a specific technical setup rather than bullish conviction, while warning against chasing the move after the bounce occurred.
Jenny Wen, Head of Design at Claude, explains how AI coding tools have killed the traditional design process, forcing designers to shift from creating perfect mocks to supporting rapid engineering execution and setting shorter-term directional vision.
Brian Armstrong details Coinbase's decision to proactively sue the SEC to prevent the unlawful suppression of the crypto industry, explaining the political motivations behind regulatory ambiguity while advocating for long-term mission focus over short-term market reactions.
Cohere co-founder Nick Frost explains why his company focuses exclusively on enterprise AI infrastructure, detailing the immense resource barriers that limit foundational model development to roughly 10 global players while tracing the current AI revolution to Geoffrey Hinton's decades-long persistence with neural networks and the consumer accessibility of transformer technology.