Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Ronald-Peter Stoeferle argues gold remains in the early stages of a secular bull market driven by institutional adoption and potential remonetization, with price targets reaching $8,900 by decade end if inflation persists, despite recent gains making it no longer a contrarian asset.
The trader details buying spot Bitcoin at $65K after a 50% drawdown from all-time highs as a disciplined long-term investment, while maintaining profitable shorts from $106K, and identifies the $67K confluence zone as a high-probability level for potential long entries during Sunday evening pivot windows.
Tavi Costa argues that despite recent gains, the commodities boom is in its early stages due to a severe supply-demand mismatch in mining, with institutional capital only beginning to rotate into a sector that represents just 1% of global market cap despite rising structural demand from AI, electrification, and onshoring trends.
Lazar Yavanovich, the first professional vibe coder at Lovable, explains how AI-native development enables non-technical builders to ship production code through extreme clarity and taste, creating a new job category that converges engineering, design, and product management into a single AI-amplified role.
Alexis Carlier, founder of Asymmetric Security, argues that assuming AGI arrives as infinitely scalable intelligent labor requires redesigning cybersecurity from reactive triage to proactive AI-driven digital forensics, leveraging the unique asymmetry that investigative expertise does not translate to hacking capability.
Hermes commands a persistent 50x PE multiple and has delivered 21% annualized returns over the past decade by operating as "true luxury"—selling scarcity and status rather than products at scale, making it uniquely resilient to economic cycles despite appearing perpetually expensive.
Dan Wilton warns that unsustainable government deficits signal an inevitable 'debt reckoning,' driving gold to $5,000/oz as central banks abandon fiat currencies for non-manipulable reserves, while gold miners generate unprecedented cash flows yet trade at deep valuation discounts to spot prices.
Jordan Peterson argues that life is inherently suffering, and the only defense against being 'ground down' is establishing multiple independent pillars of stability—including relationships, meaningful work, and health—while understanding that creative personalities require additional revolutionary pursuits to avoid existential despair.
Financial expert Matthew Piepenburg warns that soaring gold prices signal unsustainable sovereign debt and currency debasement, while equity markets face a 'bipolar' disconnect between Fed-driven liquidity and dangerous underlying fundamentals including extreme derivative leverage.
Despite Bitcoin bouncing from $60K, the trader argues it hasn't bottomed yet, remaining bearish unless $88K is reclaimed. He warns that a quick V-shaped recovery wouldn't signal a true bear market end, which historically requires 1-2 years of consolidation after an 80%+ drop.
Lance Roberts argues the recent market volatility stems primarily from margin liquidation cascading through risk assets rather than deteriorating fundamentals, suggesting the selloff in high-quality mega-cap tech may present a buying opportunity despite legitimate concerns about excessive leverage and emerging AI threats to traditional software business models.
Bitcoin's 24% crash mirrors the software sector's collapse as hedge funds use BTC to hedge illiquid private tech exposure, but accelerating stablecoin volumes and AI agent adoption signal an impending divergence where crypto utility decouples from the failing SaaS model.