Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Jay Pelosky warns that the U.S. equity market's multi-year premium over global markets is set to dissipate as a $10-16 trillion global spending super cycle on AI, climate, and defense drives a secular leadership shift toward emerging markets and commodities, rendering the traditional 60/40 portfolio obsolete.
Porter Stansberry predicts a historic monetary reset by 2029 driven by Social Security insolvency, arguing that Bitcoin's fair value is $134,000 and that measuring wealth in gold reveals decades of hidden economic decline since the 2000 peak.
Alex Cheema from EXO Labs argues that AI should function as a local 'exocortex' rather than rented cloud infrastructure, detailing why inference optimization (not training) is the key bottleneck and how exponential improvements in 'intelligence per joule' will make consumer-grade frontier AI feasible within years.
Brian Paes-Braga argues the U.S. faces a generational reckoning after decades of underinvestment in mining left it dangerously dependent on China for critical minerals, requiring hundreds of billions in capital and a fundamental shift toward domestic and allied supply chains to achieve mineral independence.
Jordan Peterson examines disgust as an evolutionary mechanism for pathogen avoidance that extends into moral judgment and political conservatism, then connects these biological realities to existentialist philosophy, arguing that truth is defined by embodied action rather than description and that immorality consists of self-deceptive behavioral patterns that inevitably produce suffering.
Benjamin Todd argues that while AI may automate R&D within 2-3 years (creating an 'intelligence explosion'), most people should optimize for medium-term career strategies that balance urgency against the compounding value of career capital, which can increase one's future impact by 10-100x compared to acting immediately.
Mardu Swanepoel from Flinn AI analyzes four design patterns shared by top AI agents—focus modes, transparent execution, personalization, and reversibility—to demonstrate how constraining scope, building trust, and reducing downside risk creates more effective human-agent collaboration.
Cerebras CEO Andrew Feldman argues AI infrastructure is not a bubble because supply is struggling to catch up with explosive demand, evidenced by $25 billion in data center backlogs and severe memory shortages. Cerebras' recent IPO reflects this reality, with the company positioned advantageously using SRAM instead of scarce HBM memory while industry-wide compute costs continue their historical decline.
Ben Todd argues that your career represents your biggest leverage point for impact, advocating for strategic positioning across short, medium, and long-term AGI timelines while focusing on neglected, solvable problems like AI safety and governance rather than rushing into suboptimal roles.
China and Russia are deepening economic ties through energy partnerships and shared opposition to US hegemony, while China simultaneously reduces its US Treasury holdings amid global uncertainty about American debt sustainability.
DDC Enterprise CEO Norma Chu details her company's pivot from food distribution to Bitcoin treasury strategy, revealing a $80,000 average cost basis on 23,383 BTC and predicting significant consolidation among digital asset treasury companies by 2028 as the sector evolves beyond simple accumulation models.
President Trump is reportedly finalizing a peace deal with Iran to dismantle its 400kg stockpile of highly enriched uranium—sufficient for 11 nuclear bombs—by June 14th in exchange for unfreezing $6-30 billion in assets and lifting sanctions, a move that would drop oil prices but leave the IRGC in power and Iranian dissidents disappointed.