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Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Economist Mark Zandi warns that true inflation is closer to 3% than the reported 2.4% due to distorted October data and will likely worsen mid-year as tariff costs finish passing through to consumers, while journalist Liz Hoffman reveals the DOJ's antitrust chief was fired for blocking politically connected merger deals.
Nicolai Tangen, CEO of Norway's $2 trillion sovereign wealth fund, argues that high ambitions drive success regardless of failure, while the inability to predict macro events makes speed and agility more valuable than forecasting. He views AI as a once-in-a-lifetime productivity revolution transforming education and work, even as it creates bubble-like conditions, and warns that societal closedness and declining interpersonal skills pose the greatest threats to prosperity.
John Wu of Ava Labs argues that Bitcoin's 45% correction reflects a paradigm shift from ideological 'OG' investors to institution-driven ETFs, while crypto competes with AI stocks for speculative capital in an 'attention economy'—creating a rationalization phase where discerning investors can find opportunity amid 10,000 coins consolidating to a few winners.
Saxo Bank's Ole Hansen warns that gold's parabolic rise reflects breaking market plumbing and systemic stress, predicting a near-term technical correction but maintaining a $6,000 target within 12 months as debt concerns and Eastern demand override traditional rate sensitivity.
The hosts analyze the DOJ's decision to halt Epstein file releases amid allegations of White House interference, while warning that Spain's criminalization of platform speech threatens democratic discourse and examining shifting Western political attitudes on immigration and historical accountability.
Klarna CEO Sebastian Siemiatkowski argues AI will collapse software creation costs to zero and eliminate data switching friction, threatening traditional SaaS valuations while enabling Klarna to slash headcount from 7,000 to under 3,000 without new funding.
Tech giants are spending hundreds of billions on massive AI data centers, flooding rural communities like St. Joseph County, Indiana with projects that promise high-paying construction jobs but spark intense backlash over strained resources, anonymous developers, and loss of rural quality of life.
Dr. Lauren Colenso-Semple explains that despite popular marketing narratives, men and women respond to resistance training nearly identically at the cellular level, and women should follow the same evidence-based principles of progressive overload and proximity to failure rather than sex-specific programs or hormone-cycle syncing.
Former Treasury economist Andrew Martinez discusses the evolution of macroeconomic forecasting from structural models to machine learning, emphasizing the critical tension between predictive accuracy and the need for interpretable causal narratives in policy settings.
Blaise Agüera y Arcas argues that intelligence is not an evolutionary invention but a fundamental physical property that emerges through phase transitions from noise to complex programs, with life representing 'embodied computation' where function, not matter, defines living systems.
The presenter outlines a tactical Bitcoin trading strategy, maintaining a local bullish bias targeting $72K while remaining macro bearish, emphasizing a level-by-level execution plan focused on the $68K anchored VWAP support and weekend liquidity sweeps rather than market prediction.
Former HubSpot CEO and Sequoia coach Brian Halligan explains that modern CEOs face unprecedented pressure to make faster decisions while building executive teams, requiring a shift from gut-based hiring to rigorous blind referencing, a mix of homegrown and veteran talent, and cultivating 'constructive dissatisfaction' to survive the high-mortality reality of scaling.