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Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
California Governor Gavin Newsom discusses his memoir 'Young Man in a Hurry,' revealing his strategy of aggressively opposing Donald Trump while simultaneously engaging conservative audiences through red state campaigning and his podcast, positioning himself for a potential 2028 presidential run.
Technical analyst Gareth Soloway warns the S&P 500 could enter a 20-year stagnation resembling Japan's lost decade, with downside targets of 6,100 and eventually 5,600, while remaining 'unbelievably bullish' on Bitcoin for a short-term relief rally to $85,000 despite maintaining long-term bearishness.
Stanford GSB professors Anat Admati and Amit Seru examine the Federal Reserve's evolution from a narrow monetary authority into an interventionist economic powerhouse, warning that mission creep, regulatory failures, and blurred lines between liquidity and solvency crises now threaten the central bank's independence and credibility as Kevin Warsh potentially takes leadership.
Former Energy Secretary Ernest Moniz argues that meaningful climate progress requires preparing affordable technologies now—mirroring the 1990 Clean Air Act—while integrating equity and security into climate policy to avoid public backlash when political consensus inevitably shifts.
Fund manager David Busch analyzes the economy at a critical inflection point, highlighting persistent inflation, restrictive Fed policy under incoming chair Kevin Warsh, and a major capital rotation from Big Tech into AI infrastructure plays, while warning of stressed consumers and tariff volatility.
Panelists analyze escalating US-Iran tensions, citing military asset movements and diplomatic breakdowns as indicators of imminent strikes, while debating the risks of regime change without a clear succession plan versus allowing Iran to achieve nuclear enrichment capabilities.
Lucas Swisher explains how AI disruption is destroying traditional SaaS terminal values and driving platform companies to stay private longer, forcing growth investors to prioritize gigantic TAMs and double-down strategies over entry price optimization.
The video analyzes escalating international crises, focusing on Mexico's descent into chaos after the US-backed killing of cartel kingpin El Mencho triggered widespread paramilitary retaliation from the CJNG cartel. It also covers Iran's nuclear timeline, provocative statements by Ambassador Huckabee on Israeli expansion, and the indictment of Bill Gates in the Netherlands.
Dr. Tony Wyss-Coray discusses breakthrough research showing that blood-borne factors from young organisms can rejuvenate aged brains and tissues, with human clinical trials demonstrating that therapeutic plasma exchange may reverse cognitive decline and epigenetic aging markers in Alzheimer's patients and healthy older adults.
Investors have rotated aggressively from AI-driven tech stocks into defensive sectors like consumer staples and energy, causing valuation multiples to invert and creating potential value opportunities in oversold software companies.
A crypto trader executes a live Bitcoin scalp long at $67.3K based on trapped shorts and VWAP confluence, targeting a move to $72K while emphasizing that successful trading depends on risk management rather than predicting market direction.
Jordan Peterson explains how to detect inauthenticity through physiological 'subception' and bodily feelings of weakness versus strength, while examining how innate intelligence, conscientiousness, and biologically-rooted personality traits shape academic and social outcomes.