All Videos

All-In Podcast

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.

Adam Taggart | Thoughtful Money

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.

Benjamin Cowen

While Bitcoin dominance appears stagnant at 60%, excluding stablecoins reveals it has climbed to nearly 68% as altcoins undergo a five-year structural decline against BTC, gold, and equities, exposing them as high-risk "penny stocks" with diminishing liquidity.

Yahoo Finance

Consumer sentiment has collapsed to a historic low of 49.8 amid the Iran conflict, surpassing levels seen during the pandemic and financial crisis. Economists warn this extreme pessimism is triggering demand destruction on durable goods, while corporations brace for significant cost headwinds from elevated energy prices.

Reuters

OMB Director Russell Vought outlined the Trump administration's first-year efforts to consolidate presidential control over federal agencies, citing Executive Order 14215's subordination of 'independent' agencies to White House review, historic deregulation achieving a 129-to-1 ratio of cuts to new rules, and the first rescissions packages since 1992 to claw back billions in foreign aid spending.

Steve Eisman

After analyzing earnings from over 100 companies across multiple sectors, Steve Eisman concludes that recession fears remain overblown with no imminent economic downturn visible in the data, despite specific stress in private credit, software, and airline sectors from Middle East conflict and oil price spikes.

Bloomberg Technology

Intel's stock surged 120% to record highs on strong CPU demand for AI inference and foundry progress, while the DOJ dropped its criminal probe into Fed Chair Powell and tech giants Meta and Microsoft announced combined layoffs affecting up to 23,000 workers to offset massive AI infrastructure spending.

TechCrunch

The episode examines growing skepticism toward AI safety marketing tactics and Amazon's $5 billion circular investment in Anthropic. It also explores SpaceX's complex $60 billion option to acquire Cursor as the company prepares for its IPO.

Joe Rogan Experience

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.

Jordan Peterson

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.

AI Engineer

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.

Bankless

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.