Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
The hosts conduct a quarterly review of their concentrated 17-stock portfolio, announcing plans to sell two positions and add to one, while deep-diving into Exor's 60% discount to NAV as a Ferrari proxy and debating the future of their small TransDigm stake.
Craig Fuller of FreightWaves declares he is "as bullish as ever" on the US industrial economy, citing a dramatic turnaround in freight volumes driven by data center construction, favorable tax policies, and America's natural gas cost advantage, which is insulating manufacturing from high oil prices.
The speaker demonstrates professional Bitcoin trading during a pump by emphasizing probability-based setups over price predictions, utilizing anchored VWAP analysis and volume profile breakouts while maintaining strict risk management.
Jake Paul and Antifund co-founder Jeffrey Woo argue that attention, not capital, is venture's scarcest resource, positioning influencer-operators with cultural 'taste' and distribution power to outcompete traditional VCs as AI commoditizes technical analysis.
Jordy Visser explains why stocks have reached all-time highs despite his earlier skepticism, driven by a secular bull market in hardware and commodities, while arguing that AI compute scarcity and sticky inflation above 4% will drive a bifurcated market where scarcity assets dramatically outperform the broader S&P 500.
Ali Abdaal demonstrates how to rapidly learn AI by using Claude Code to interview you about your business workflows, identifying painful manual tasks to automate, and building practical tools immediately rather than following tutorials—creating a self-reinforcing flywheel where each project expands your understanding of what's possible.
Economist Steve Hanke argues that U.S. Treasury financial statements confirm the government is technically insolvent with $136.2 trillion in liabilities against $6.1 trillion in assets, warns that a prolonged Iran war would exacerbate this fiscal crisis through trillions in unbudgeted costs, and predicts inflation will continue rising after accurately forecasting previous trends.
Portfolio manager Lance Roberts advises against chasing the current market rally despite turning bullish on technical breakouts, recommending investors wait for a pullback to support levels after the S&P and NASDAQ posted historic winning streaks on easing Iran tensions.
The All-In hosts warn that New York's proposed 3.9% pied-à-terre tax on second homes could crash the luxury real estate market by driving wealthy buyers to other cities, while OpenAI faces an identity crisis as it pivots toward enterprise customers amid concerns that Anthropic's faster growth has flipped secondary market valuations.
The University of Michigan consumer sentiment index hit a record low of 47.6 in April, driven by persistent high prices, geopolitical fears from the Iran conflict, and weakening labor markets. Unlike previous downturns, households are now squeezed on both the income and expenditure sides simultaneously, creating a precarious economic outlook that threatens consumer spending resilience.
Legendary musician John Fogerty details his brutal battles with the music industry, including being sued for sounding like himself and losing Creedence Clearwater Revival's life savings to a CIA-linked offshore bank, while recounting his personal journey from military draft evasion and alcoholism to finding redemption through his wife's support.
Jordan Peterson explains that psychological resilience comes from assuming small, fixable errors when schemas fail rather than global self-condemnation, while exploring how the brain's distributed, embodied nature—including hemispheric specialization and the prefrontal cortex—shapes how we frame chaos into actionable order through cultural frameworks.