Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Jordi Visser argues Bitcoin is decisively decoupling from deflationary software stocks to become a beneficiary of both inflationary manufacturing bottlenecks and deflationary innovation trends, positioning it as the optimal asymmetrical growth asset regardless of macro direction.
Jay Singh warns that the Iran war and a looming private credit crisis may force unprecedented global monetary stimulus, creating a bifurcated market where record S&P earnings clash with collapsing software valuations and geopolitical supply chain chaos.
David Sacks reports on meeting President Trump to discuss pro-AI infrastructure policies, contrasting the administration's approach with Biden-era regulatory battles, while the hosts analyze SpaceX's structured $60 billion acquisition offer for Cursor as a strategic vertical integration play combining massive GPU infrastructure with specialized coding AI ahead of SpaceX's anticipated IPO.
Portfolio manager Lance Roberts argues the current market rally is not a bull trap, as improving technical breadth, resilient earnings growth, and record U.S. energy exports provide fundamental support, though he warns against chasing overbought semiconductor stocks.
Ryan Bingham discusses leaving Hollywood for Texas, his experience playing Walker on Yellowstone, and how attending a six-week wilderness guide school in Montana taught him survival skills while reconnecting him with nature's spiritual clarity away from modern distractions.
Peterson argues that human consciousness consists of competing subpersonalities beyond our voluntary control, that we become possessed by ancient cultural ideas rather than owning our thoughts, and that meaning is transmitted through non-verbal patterns like music and dance that reflect the layered structure of existence.
![[FULL WORKSHOP] AI Coding For Real Engineers - Matt Pocock, AI Hero (@mattpocockuk )](https://i.ytimg.com/vi/-QFHIoCo-Ko/hqdefault.jpg)
Matt Pocock demonstrates how traditional software engineering principles apply to AI coding, teaching engineers to manage LLM limitations through "smart zones," avoid "specs-to-code" traps, and use structured interrogation techniques to achieve true alignment with AI agents.
CryptoKidd analyzes Bitcoin's prolonged consolidation within a macro bear flag since February, identifying $78,000-$79,000 as the critical resistance level that requires volume confirmation for a breakout toward $85,000, while warning that failure to breach this zone risks a drop to $60,000 in line with historical four-year cycle patterns.
Former diversity officers and critics debate whether DEI initiatives have become discriminatory quota systems or remain necessary correctives to biased corporate structures, revealing a fundamental split between 'classical liberal' systemic approaches and modern performative implementations.
Economist George Selgin argues the Great Depression required a catastrophic convergence of banking collapses, gold standard failures, and protectionist tariffs—a 'perfect storm' unlikely to repeat today due to stronger financial safeguards and learned policy lessons, though current regime uncertainty and oil-driven inflation pose serious stagflation risks.
Trump has indefinitely extended a ceasefire with Iran despite gaining no apparent concessions, raising questions about presidential credibility as negotiations stall and the conflict spreads across hundreds of miles of ocean with dueling blockades.
In his first public discussion of Bitcoin, MicroStrategy CEO Michael Saylor traces his journey from MIT aerospace engineer to tech entrepreneur, revealing how surviving multiple tech paradigm shifts and investing in scarce digital real estate like premium domain names culminated in his 2020 decision to allocate $500 million of corporate treasury into Bitcoin, which he views as 100x to 1000x superior to gold.